Pinnacle Associates’s Wendy's WEN Stock Holding History

Pinnacle Associates’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	$70.1K	Sell	10,080 -134	-1%	-$1.03K	﹤0.01%	944
2025 Q4	$85.1K	Buy	10,214 +174	+2%	+$1.5K	﹤0.01%	918
2025 Q3	$92K	Hold	10,040	–	–	﹤0.01%	857
2025 Q2	$115K	Hold	10,040	–	–	﹤0.01%	830
2025 Q1	$147K	Hold	10,040	–	–	﹤0.01%	802
2024 Q4	$164K	Hold	10,040	–	–	﹤0.01%	813
2024 Q3	$196K	Hold	10,040	–	–	﹤0.01%	768
2024 Q2	$170K	Hold	10,040	–	–	﹤0.01%	785
2024 Q1	$189K	Hold	10,040	–	–	﹤0.01%	799
2023 Q4	$196K	Hold	10,040	–	–	﹤0.01%	780
2023 Q3	$205K	Sell	10,040 -100	-1%	-$2.09K	﹤0.01%	752
2023 Q2	$221K	Sell	10,140 -333	-3%	-$7.42K	﹤0.01%	752
2023 Q1	$228K	Buy	10,473 +333	+3%	+$7.31K	﹤0.01%	694
2022 Q4	$229K	Hold	10,140	–	–	0.01%	681
2022 Q3	$190K	Hold	10,140	–	–	﹤0.01%	697
2022 Q2	$191K	Hold	10,140	–	–	﹤0.01%	711
2022 Q1	$223K	Hold	10,140	–	–	﹤0.01%	735
2021 Q4	$242K	Hold	10,140	–	–	﹤0.01%	718
2021 Q3	$220K	Hold	10,140	–	–	﹤0.01%	709
2021 Q2	$237K	Hold	10,140	–	–	﹤0.01%	695
2021 Q1	$205K	Hold	10,140	–	–	﹤0.01%	707
2020 Q4	$222K	Hold	10,140	–	–	﹤0.01%	649
2020 Q3	$226K	Sell	10,140 -325	-3%	-$7.16K	0.01%	618
2020 Q2	$228K	Hold	10,465	–	–	0.01%	606
2020 Q1	$156K	Sell	10,465 -200	-2%	-$3.94K	﹤0.01%	620
2019 Q4	$237K	Hold	10,665	–	–	0.01%	643
2019 Q3	$213K	Hold	10,665	–	–	0.01%	660
2019 Q2	$209K	Sell	10,665 -1,360	-11%	-$25.6K	﹤0.01%	661
2019 Q1	$215K	Hold	12,025	–	–	﹤0.01%	665
2018 Q4	$188K	Sell	12,025 -500	-4%	-$8.52K	﹤0.01%	655
2018 Q3	$215K	Hold	12,525	–	–	﹤0.01%	666
2018 Q2	$215K	Buy	+12,525	New	+$213K	﹤0.01%	656
2017 Q1	–	Sell	-11,625	Closed	-$157K	–	669
2016 Q4	$157K	Hold	11,625	–	–	﹤0.01%	620
2016 Q3	$126K	Hold	11,625	–	–	﹤0.01%	624
2016 Q2	$112K	Hold	11,625	–	–	﹤0.01%	626
2016 Q1	$127K	Hold	11,625	–	–	﹤0.01%	600
2015 Q4	$125K	Buy	11,625 +173	+2%	+$1.7K	﹤0.01%	621
2015 Q3	$99K	Hold	11,452	–	–	﹤0.01%	620
2015 Q2	$129K	Buy	+11,452	New	+$126K	﹤0.01%	636

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Pinnacle Associates's WEN Position: Q1 2026 in Review

Pinnacle Associates reduced its Wendy's (WEN) stake by 1.3% in Q1 2026, selling an estimated $1.03K and leaving 10,080 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Pinnacle Associates first reported a position in WEN in Q2 2015 and has held it in 39 quarters since. The position peaked at $242K in Q4 2021. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Pinnacle Associates held 10,080 shares of Wendy's worth $70.1K as of Q1 2026.
Pinnacle Associates sold 134 Wendy's shares in Q1 2026, an estimated $1.03K.
Wendy's made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #944 holding.
Pinnacle Associates first reported a position in Wendy's in Q2 2015 and has held it in 39 quarters since.
Pinnacle Associates's Wendy's position peaked at $242K in Q4 2021.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.