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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
Q2 		$54.7K Sell
6,596
-1,008
-13% -$7.21K 0.01% 1217
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 $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's WEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Wendy's (WEN) stake by 13% in Q2 2026, selling an estimated $7.21K and leaving 6,596 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #1217.

Pinnacle Wealth Planning Services first reported a position in WEN in Q4 2020 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,596 shares of Wendy's worth $54.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,008 Wendy's shares in Q2 2026, an estimated $7.21K.
  • Wendy's made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1217 holding.
  • Pinnacle Wealth Planning Services first reported a position in Wendy's in Q4 2020 and has held it in 4 quarters since.
  • 404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.