Mercer Global Advisors
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Mercer Global Advisors’s Wendy's WEN Stock Holding History

Mercer Global 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 		$429K Sell
51,725
-27,126
-34% -$194K ﹤0.01% 2442
2026
Q1 		$548K Sell
78,851
-20,060
-20% -$154K ﹤0.01% 1921
2025
Q4 		$824K Buy
98,911
+16,725
+20% +$144K ﹤0.01% 1565
2025
Q3 		$753K Buy
82,186
+21,059
+34% +$216K ﹤0.01% 1519
2025
Q2 		$698K Sell
61,127
-17,037
-22% -$208K ﹤0.01% 1391
2025
Q1 		$1.14M Buy
78,164
+25,735
+49% +$387K ﹤0.01% 1075
2024
Q4 		$855K Buy
52,429
+2,339
+5% +$42.7K ﹤0.01% 1187
2024
Q3 		$883K Buy
50,090
+3,145
+7% +$53.5K ﹤0.01% 1065
2024
Q2 		$796K Buy
46,945
+953
+2% +$17.3K ﹤0.01% 1076
2024
Q1 		$866K Buy
45,992
+4,159
+10% +$78.2K ﹤0.01% 1029
2023
Q4 		$815K Buy
41,833
+972
+2% +$18.7K ﹤0.01% 1069
2023
Q3 		$834K Sell
40,861
-1,354
-3% -$28.3K ﹤0.01% 1017
2023
Q2 		$918K Buy
42,215
+10,907
+35% +$243K ﹤0.01% 970
2023
Q1 		$682K Sell
31,308
-1,450
-4% -$31.8K ﹤0.01% 1061
2022
Q4 		$741K Buy
32,758
+2,096
+7% +$44.8K ﹤0.01% 1041
2022
Q3 		$573K Sell
30,662
-12
-0% -$242 ﹤0.01% 1070
2022
Q2 		$579K Sell
30,674
-9
-0% -$171 ﹤0.01% 1072
2022
Q1 		$674K Buy
30,683
+285
+0.9% +$6.42K ﹤0.01% 1081
2021
Q4 		$725K Buy
30,398
+105
+0.3% +$2.33K ﹤0.01% 1029
2021
Q3 		$657K Buy
30,293
+5,900
+24% +$134K ﹤0.01% 1038
2021
Q2 		$571K Buy
24,393
+689
+3% +$15.8K ﹤0.01% 1086
2021
Q1 		$480K Sell
23,704
-24
-0.1% -$498 ﹤0.01% 1097
2020
Q4 		$520K Buy
23,728
+37
+0.2% +$843 0.01% 844
2020
Q3 		$528K Sell
23,691
-2,975
-11% -$65.5K 0.01% 764
2020
Q2 		$581K Sell
26,666
-242
-0.9% -$4.81K 0.01% 628
2020
Q1 		$400K Sell
26,908
-324
-1% -$6.37K 0.01% 729
2019
Q4 		$605K Buy
27,232
+13,675
+101% +$290K 0.01% 672
2019
Q3 		$270K Sell
13,557
-18
-0.1% -$359 0.01% 926
2019
Q2 		$266K Sell
13,575
-2
-0% -$38 0.01% 924
2019
Q1 		$243K Buy
+13,577
New +$231K 0.01% 909

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

Mercer Global Advisors's WEN Position: Q2 2026 in Review

Mercer Global Advisors reduced its Wendy's (WEN) stake by 34% in Q2 2026, selling an estimated $194K and leaving 51,725 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Mercer Global Advisors first reported a position in WEN in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.14M in Q1 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Mercer Global Advisors held 51,725 shares of Wendy's worth $429K as of Q2 2026.
  • Mercer Global Advisors sold 27,126 Wendy's shares in Q2 2026, an estimated $194K.
  • Wendy's made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2442 holding.
  • Mercer Global Advisors first reported a position in Wendy's in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Wendy's position peaked at $1.14M in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.