MV Capital Management’s Wendy's WEN Stock Holding History

MV Capital Management’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	$291	Sell	35 -163	-82%	-$1.17K	﹤0.01%	1101
2026 Q1	$1.38K	Buy	198 +11	+6%	+$85	﹤0.01%	809
2025 Q4	$1.56K	Sell	187 -35	-16%	-$302	﹤0.01%	755
2025 Q3	$2.03K	Buy	222 +141	+174%	+$1.45K	﹤0.01%	707
2025 Q2	$926	Buy	81 +77	+1,925%	+$939	﹤0.01%	785
2025 Q1	$59	Sell	4 -7	-64%	-$105	﹤0.01%	1019
2024 Q4	$180	Sell	11 -6	-35%	-$110	﹤0.01%	909
2024 Q3	$298	Buy	17 +6	+55%	+$102	﹤0.01%	862
2024 Q2	$187	Buy	11 +6	+120%	+$109	﹤0.01%	806
2024 Q1	$95	Buy	+5	New	+$94	﹤0.01%	773

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MV Capital Management's WEN Position: Q2 2026 in Review

MV Capital Management reduced its Wendy's (WEN) stake by 82% in Q2 2026, selling an estimated $1.17K and leaving 35 shares worth $291. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

MV Capital Management first reported a position in WEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.03K in Q3 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

MV Capital Management held 35 shares of Wendy's worth $291 as of Q2 2026.
MV Capital Management sold 163 Wendy's shares in Q2 2026, an estimated $1.17K.
Wendy's made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1101 holding.
MV Capital Management first reported a position in Wendy's in Q1 2024 and has held it in 10 quarters since.
MV Capital Management's Wendy's position peaked at $2.03K in Q3 2025.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.