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Medallion Wealth Advisors’s Wendy's WEN Stock Holding History

Medallion Wealth Advisors’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
Q1 		$5.56K Hold
800
– – ﹤0.01% 853
2025
Q4 		$6.66K Hold
800
– – ﹤0.01% 814
2025
Q3 		$7.33K Sell
800
-800
-50% -$8.22K ﹤0.01% 801
2025
Q2 		$19K Buy
1,600
+800
+100% +$9.76K 0.01% 628
2025
Q1 		$11.8K Hold
800
– – 0.01% 662
2024
Q4 		$13K Buy
+800
New +$14.6K 0.01% 624

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Medallion Wealth Advisors's WEN Position: Q1 2026 in Review

Medallion Wealth Advisors held its Wendy's (WEN) position steady in Q1 2026 at 800 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Medallion Wealth Advisors first reported a position in WEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $19K in Q2 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Medallion Wealth Advisors held 800 shares of Wendy's worth $5.56K as of Q1 2026.
  • Medallion Wealth Advisors left its Wendy's share count unchanged in Q1 2026.
  • Wendy's made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #853 holding.
  • Medallion Wealth Advisors first reported a position in Wendy's in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Wendy's position peaked at $19K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.