Princeton Global Asset Management’s Wendy's WEN Stock Holding History

Princeton Global Asset 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
2026 Q2	$2.36K	Hold	285	–	–	﹤0.01%	728
2026 Q1	$1.98K	Hold	285	–	–	﹤0.01%	759
2025 Q4	$2.37K	Hold	285	–	–	﹤0.01%	749
2025 Q3	$2.61K	Hold	285	–	–	﹤0.01%	681
2025 Q2	$3.25K	Hold	285	–	–	﹤0.01%	649
2025 Q1	$4.17K	Hold	285	–	–	﹤0.01%	510
2024 Q4	$4.65K	Hold	285	–	–	﹤0.01%	546
2024 Q3	$4.99K	Hold	285	–	–	﹤0.01%	547
2024 Q2	$4.83K	Hold	285	–	–	﹤0.01%	533
2024 Q1	$5.37K	Sell	285 -315	-53%	-$5.92K	﹤0.01%	485
2023 Q4	$11.7K	Sell	600 -200	-25%	-$3.85K	﹤0.01%	423
2023 Q3	$16.3K	Hold	800	–	–	﹤0.01%	353
2023 Q2	$17.4K	Hold	800	–	–	0.01%	355
2023 Q1	$17.4K	Sell	800 -154	-16%	-$3.38K	0.01%	358
2022 Q4	$22K	Hold	954	–	–	0.01%	324
2022 Q3	$18K	Hold	954	–	–	0.01%	335
2022 Q2	$18K	Hold	954	–	–	0.01%	344
2022 Q1	$21K	Hold	954	–	–	0.01%	363
2021 Q4	$23K	Buy	954 +454	+91%	+$10.1K	0.01%	326
2021 Q3	$11K	Hold	500	–	–	﹤0.01%	396
2021 Q2	$12K	Buy	+500	New	+$11.5K	﹤0.01%	396

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Princeton Global Asset Management's WEN Position: Q2 2026 in Review

Princeton Global Asset Management held its Wendy's (WEN) position steady in Q2 2026 at 285 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Princeton Global Asset Management first reported a position in WEN in Q2 2021 and has held it in 21 quarters since. The position peaked at $23K in Q4 2021. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Princeton Global Asset Management held 285 shares of Wendy's worth $2.36K as of Q2 2026.
Princeton Global Asset Management left its Wendy's share count unchanged in Q2 2026.
Wendy's made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #728 holding.
Princeton Global Asset Management first reported a position in Wendy's in Q2 2021 and has held it in 21 quarters since.
Princeton Global Asset Management's Wendy's position peaked at $23K in Q4 2021.
404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.