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PDS Planning’s Wendy's WEN Stock Holding History

PDS Planning’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
Q1 		$94.5K Buy
13,594
+1,662
+14% +$12.8K 0.01% 550
2025
Q4 		$99.4K Sell
11,932
-961
-7% -$8.29K 0.01% 536
2025
Q3 		$118K Buy
12,893
+44
+0.3% +$452 0.01% 526
2025
Q2 		$147K Buy
+12,849
New +$157K 0.01% 498
2023
Q4 		– Sell
-8,889
Closed -$181K – 381
2023
Q3 		$181K Buy
8,889
+470
+6% +$9.82K 0.02% 311
2023
Q2 		$183K Hold
8,419
– – 0.02% 310
2023
Q1 		$183K Hold
8,419
– – 0.03% 275
2022
Q4 		$191K Sell
8,419
-701
-8% -$15K 0.03% 206
2022
Q3 		$170K Hold
9,120
– – 0.03% 184
2022
Q2 		$172K Buy
9,120
+402
+5% +$7.62K 0.03% 195
2022
Q1 		$192K Hold
8,718
– – 0.03% 214
2021
Q4 		$208K Buy
8,718
+91
+1% +$2.02K 0.04% 189
2021
Q3 		$187K Hold
8,627
– – 0.04% 193
2021
Q2 		$202K Sell
8,627
-3,793
-31% -$87.1K 0.05% 179
2021
Q1 		$252K Sell
12,420
-1,679
-12% -$34.9K 0.07% 128
2020
Q4 		$309K Buy
14,099
+4,250
+43% +$96.8K 0.11% 105
2020
Q3 		$220K Buy
9,849
+276
+3% +$6.08K 0.09% 120
2020
Q2 		$208K Sell
9,573
-324
-3% -$6.44K 0.09% 116
2020
Q1 		$147K Buy
9,897
+34
+0.3% +$669 0.09% 96
2019
Q4 		$219K Hold
9,863
– – 0.14% 89
2019
Q3 		$197K Hold
9,863
– – 0.14% 90
2019
Q2 		$193K Hold
9,863
– – 0.14% 84
2019
Q1 		$176K Buy
9,863
+138
+1% +$2.35K 0.14% 81
2018
Q4 		$152K Sell
9,725
-971
-9% -$16.6K 0.13% 76
2018
Q3 		$183K Buy
10,696
+1,417
+15% +$24.8K 0.16% 74
2018
Q2 		$159K Hold
9,279
– – 0.16% 70
2018
Q1 		$163K Buy
+9,279
New +$154K 0.16% 67

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PDS Planning's WEN Position: Q1 2026 in Review

PDS Planning increased its Wendy's (WEN) stake by 14% in Q1 2026, buying an estimated $12.8K and bringing the position to 13,594 shares worth $94.5K. The position accounts for 0.01% of the portfolio, ranked #550.

PDS Planning first reported a position in WEN in Q1 2018 and has held it in 27 quarters since. The position peaked at $309K in Q4 2020. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • PDS Planning held 13,594 shares of Wendy's worth $94.5K as of Q1 2026.
  • PDS Planning bought 1,662 Wendy's shares in Q1 2026, an estimated $12.8K.
  • Wendy's made up 0.01% of PDS Planning's portfolio in Q1 2026, its #550 holding.
  • PDS Planning first reported a position in Wendy's in Q1 2018 and has held it in 27 quarters since.
  • PDS Planning's Wendy's position peaked at $309K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.