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Pinnacle Wealth Planning Services’s Wendy's WEN Stock Holding History

Pinnacle Wealth Planning Services’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 		$52.8K Buy
7,604
+3,372
+80% +$26K 0.01% 1172
2025
Q4 		$35.3K Buy
+4,232
New +$36.5K ﹤0.01% 1422
2021
Q1 		– Sell
-79
Closed -$2K – 1937
2020
Q4 		$2K Buy
+79
New +$1.8K ﹤0.01% 2004

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

Pinnacle Wealth Planning Services's WEN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Wendy's (WEN) stake by 80% in Q1 2026, buying an estimated $26K and bringing the position to 7,604 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #1172.

Pinnacle Wealth Planning Services first reported a position in WEN in Q4 2020 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 7,604 shares of Wendy's worth $52.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3,372 Wendy's shares in Q1 2026, an estimated $26K.
  • Wendy's made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1172 holding.
  • Pinnacle Wealth Planning Services first reported a position in Wendy's in Q4 2020 and has held it in 3 quarters since.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.