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Parkworth Wealth Management’s Wendy's WEN Stock Holding History

Parkworth Wealth 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
2025
Q2 		$308 Buy
27
+18
+200% +$220 ﹤0.01% 786
2025
Q1 		$132 Hold
9
– – ﹤0.01% 862
2024
Q4 		$147 Buy
+9
New +$164 ﹤0.01% 867

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parkworth Wealth Management's WEN Position: Q2 2025 in Review

Parkworth Wealth Management increased its Wendy's (WEN) stake by 200% in Q2 2025, buying an estimated $220 and bringing the position to 27 shares worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Parkworth Wealth Management first reported a position in WEN in Q4 2024 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • Parkworth Wealth Management held 27 shares of Wendy's worth $308 as of Q2 2025.
  • Parkworth Wealth Management bought 18 Wendy's shares in Q2 2025, an estimated $220.
  • Wendy's made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #786 holding.
  • Parkworth Wealth Management first reported a position in Wendy's in Q4 2024 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.