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LRI Investments’s Wendy's WEN Stock Holding History

LRI Investments’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$638 Buy
+77
New +$550 ﹤0.01% 1483
2025
Q3 		– Sell
-1,200
Closed -$13.7K – 1368
2025
Q2 		$13.7K Sell
1,200
-58
-5% -$708 ﹤0.01% 777
2025
Q1 		$18.4K Hold
1,258
– – ﹤0.01% 691
2024
Q4 		$20.5K Hold
1,258
– – ﹤0.01% 656
2024
Q3 		$23.2K Hold
1,258
– – ﹤0.01% 629
2024
Q2 		$21.3K Hold
1,258
– – ﹤0.01% 592
2024
Q1 		$23.7K Buy
+1,258
New +$23.6K 0.01% 353

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LRI Investments's WEN Position: Q2 2026 in Review

LRI Investments opened a new position in Wendy's (WEN) in Q2 2026: 77 shares worth $638. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings. This is a return to the name: LRI Investments previously reported a position in WEN as recently as Q2 2025.

LRI Investments first reported a position in WEN in Q1 2024 and has held it in 7 quarters since. The position peaked at $23.7K in Q1 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • LRI Investments held 77 shares of Wendy's worth $638 as of Q2 2026.
  • Wendy's was a new LRI Investments position in Q2 2026.
  • Wendy's made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1483 holding.
  • LRI Investments first reported a position in Wendy's in Q1 2024 and has held it in 7 quarters since.
  • LRI Investments's Wendy's position peaked at $23.7K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.