MWA
WEN icon

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
Q2 		$6.63K Buy
2,300
+1,500
+188% +$10.7K ﹤0.01% 815
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 $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

Medallion Wealth Advisors's WEN Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Wendy's (WEN) stake by 188% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,300 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Medallion Wealth Advisors first reported a position in WEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $19K in Q2 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Medallion Wealth Advisors held 2,300 shares of Wendy's worth $6.63K as of Q2 2026.
  • Medallion Wealth Advisors bought 1,500 Wendy's shares in Q2 2026, an estimated $10.7K.
  • Wendy's made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #815 holding.
  • Medallion Wealth Advisors first reported a position in Wendy's in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Wendy's position peaked at $19K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.