Nalls Sherbakoff Group’s Wendy's WEN Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$1.77K	Hold	212	–	–	﹤0.01%	405
2025 Q3	$1.94K	Hold	212	–	–	﹤0.01%	388
2025 Q2	$2.42K	Hold	212	–	–	﹤0.01%	379
2025 Q1	$3.1K	Buy	+212	New	+$3.19K	﹤0.01%	360
2023 Q4	$4.13K	Hold	212	–	–	﹤0.01%	317
2023 Q3	$4.33K	Hold	212	–	–	﹤0.01%	309
2023 Q2	$4.67K	Hold	212	–	–	﹤0.01%	306
2023 Q1	$4.5K	Buy	+212	New	+$4.66K	﹤0.01%	314

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nalls Sherbakoff Group's WEN Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Wendy's (WEN) position steady in Q4 2025 at 212 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Nalls Sherbakoff Group first reported a position in WEN in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.67K in Q2 2023. 426 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

Nalls Sherbakoff Group held 212 shares of Wendy's worth $1.77K as of Q4 2025.
Nalls Sherbakoff Group left its Wendy's share count unchanged in Q4 2025.
Wendy's made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #405 holding.
Nalls Sherbakoff Group first reported a position in Wendy's in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's Wendy's position peaked at $4.67K in Q2 2023.
426 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.