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
2026 Q2	$1.76K	Hold	212	–	–	﹤0.01%	338
2026 Q1	$1.47K	Hold	212	–	–	﹤0.01%	375
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 $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

Nalls Sherbakoff Group's WEN Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Wendy's (WEN) position steady in Q2 2026 at 212 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Nalls Sherbakoff Group first reported a position in WEN in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.67K in Q2 2023. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Nalls Sherbakoff Group held 212 shares of Wendy's worth $1.76K as of Q2 2026.
Nalls Sherbakoff Group left its Wendy's share count unchanged in Q2 2026.
Wendy's made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #338 holding.
Nalls Sherbakoff Group first reported a position in Wendy's in Q1 2023 and has held it in 10 quarters since.
Nalls Sherbakoff Group's Wendy's position peaked at $4.67K in Q2 2023.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.