Principal Financial Group’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.41M | Buy |
772,710
+6,359
| +0.8% | +$45.5K | ﹤0.01% | 1585 |
|
|
2026
Q1 | $5.33M | Buy |
766,351
+15,919
| +2% | +$123K | ﹤0.01% | 1608 |
|
|
2025
Q4 | $6.25M | Sell |
750,432
-9,188
| -1% | -$79.3K | ﹤0.01% | 1531 |
|
|
2025
Q3 | $6.96M | Buy |
759,620
+393,105
| +107% | +$4.04M | ﹤0.01% | 1464 |
|
|
2025
Q2 | $4.19M | Sell |
366,515
-29,526
| -7% | -$360K | ﹤0.01% | 1631 |
|
|
2025
Q1 | $5.79M | Buy |
396,041
+899
| +0.2% | +$13.5K | ﹤0.01% | 1516 |
|
|
2024
Q4 | $6.44M | Sell |
395,142
-2,249
| -0.6% | -$41K | ﹤0.01% | 1506 |
|
|
2024
Q3 | $6.96M | Sell |
397,391
-157,477
| -28% | -$2.68M | ﹤0.01% | 1443 |
|
|
2024
Q2 | $9.41M | Sell |
554,868
-77,253
| -12% | -$1.4M | 0.01% | 1298 |
|
|
2024
Q1 | $11.9M | Buy |
632,121
+11,710
| +2% | +$220K | 0.01% | 1222 |
|
|
2023
Q4 | $12.1M | Sell |
620,411
-12,179
| -2% | -$234K | 0.01% | 1188 |
|
|
2023
Q3 | $12.9M | Sell |
632,590
-7,577
| -1% | -$158K | 0.01% | 1083 |
|
|
2023
Q2 | $13.9M | Sell |
640,167
-35,514
| -5% | -$791K | 0.01% | 1071 |
|
|
2023
Q1 | $14.7M | Buy |
675,681
+1,761
| +0.3% | +$38.7K | 0.01% | 1048 |
|
|
2022
Q4 | $15.3M | Buy |
673,920
+9,080
| +1% | +$194K | 0.01% | 989 |
|
|
2022
Q3 | $12.4M | Sell |
664,840
-15,834
| -2% | -$319K | 0.01% | 1055 |
|
|
2022
Q2 | $12.9M | Buy |
680,674
+12,252
| +2% | +$232K | 0.01% | 1117 |
|
|
2022
Q1 | $14.7M | Buy |
668,422
+60,572
| +10% | +$1.36M | 0.01% | 1135 |
|
|
2021
Q4 | $14.5M | Sell |
607,850
-13,441
| -2% | -$299K | 0.01% | 1174 |
|
|
2021
Q3 | $13.5M | Buy |
621,291
+219
| +0% | +$4.99K | 0.01% | 1243 |
|
|
2021
Q2 | $14.5M | Sell |
621,072
-2,501
| -0.4% | -$57.4K | 0.01% | 1211 |
|
|
2021
Q1 | $12.6M | Buy |
623,573
+81,284
| +15% | +$1.69M | 0.01% | 1266 |
|
|
2020
Q4 | $11.9M | Buy |
542,289
+1,764
| +0.3% | +$40.2K | 0.01% | 1130 |
|
|
2020
Q3 | $12.1M | Sell |
540,525
-18,424
| -3% | -$406K | 0.01% | 953 |
|
|
2020
Q2 | $12.2M | Sell |
558,949
-12,684
| -2% | -$252K | 0.01% | 941 |
|
|
2020
Q1 | $8.51M | Sell |
571,633
-236,589
| -29% | -$4.65M | 0.01% | 1003 |
|
|
2019
Q4 | $17.9M | Sell |
808,222
-1,718
| -0.2% | -$36.4K | 0.02% | 885 |
|
|
2019
Q3 | $16.2M | Sell |
809,940
-68,919
| -8% | -$1.37M | 0.01% | 926 |
|
|
2019
Q2 | $17.2M | Buy |
878,859
+66,258
| +8% | +$1.25M | 0.02% | 876 |
|
|
2019
Q1 | $14.5M | Sell |
812,601
-14,786
| -2% | -$251K | 0.01% | 994 |
|
|
2018
Q4 | $12.9M | Sell |
827,387
-19,460
| -2% | -$332K | 0.01% | 1000 |
|
|
2018
Q3 | $14.5M | Buy |
846,847
+47,419
| +6% | +$828K | 0.01% | 1078 |
|
|
2018
Q2 | $13.7M | Buy |
799,428
+12,831
| +2% | +$218K | 0.01% | 1090 |
|
|
2018
Q1 | $13.8M | Buy |
786,597
+38,697
| +5% | +$642K | 0.01% | 1049 |
|
|
2017
Q4 | $12.3M | Sell |
747,900
-35,387
| -5% | -$538K | 0.01% | 1142 |
|
|
2017
Q3 | $12.2M | Sell |
783,287
-38,843
| -5% | -$595K | 0.01% | 1116 |
|
|
2017
Q2 | $12.8M | Buy |
822,130
+22,183
| +3% | +$336K | 0.01% | 1074 |
|
|
2017
Q1 | $10.9M | Sell |
799,947
-10,692
| -1% | -$146K | 0.01% | 1130 |
|
|
2016
Q4 | $11M | Sell |
810,639
-2,542
| -0.3% | -$30.7K | 0.01% | 1110 |
|
|
2016
Q3 | $8.78M | Sell |
813,181
-3,249
| -0.4% | -$32.7K | 0.01% | 1201 |
|
|
2016
Q2 | $7.85M | Buy |
816,430
+87,457
| +12% | +$917K | 0.01% | 1206 |
|
|
2016
Q1 | $7.94M | Buy |
728,973
+34,633
| +5% | +$343K | 0.01% | 1138 |
|
|
2015
Q4 | $7.48M | Sell |
694,340
-271,176
| -28% | -$2.67M | 0.01% | 1134 |
|
|
2015
Q3 | $8.35M | Sell |
965,516
-1,802,328
| -65% | -$17.5M | 0.01% | 1047 |
|
|
2015
Q2 | $31.2M | Buy |
2,767,844
+112,797
| +4% | +$1.24M | 0.05% | 395 |
|
|
2015
Q1 | $28.9M | Buy |
2,655,047
+19,446
| +0.7% | +$208K | 0.04% | 410 |
|
|
2014
Q4 | $23.8M | Sell |
2,635,601
-197,735
| -7% | -$1.67M | 0.04% | 464 |
|
|
2014
Q3 | $23.4M | Sell |
2,833,336
-4,263,730
| -60% | -$34.9M | 0.04% | 441 |
|
|
2014
Q2 | $60.5M | Sell |
7,097,066
-2,254,770
| -24% | -$19M | 0.1% | 247 |
|
|
2014
Q1 | $85.3M | Buy |
9,351,836
+1,474,551
| +19% | +$13.5M | 0.15% | 183 |
|
|
2013
Q4 | $68.7M | Buy |
7,877,285
+4,882,985
| +163% | +$41.9M | 0.13% | 212 |
|
|
2013
Q3 | $25.4M | Buy |
2,994,300
+1,016,982
| +51% | +$7.62M | 0.05% | 373 |
|
|
2013
Q2 | $11.5M | Buy |
+1,977,318
| New | +$11.5M | 0.03% | 686 |
|
Other funds holding WEN
TFM
FFH
Principal Financial Group's WEN Position: Q2 2026 in Review
Principal Financial Group increased its Wendy's (WEN) stake by 0.83% in Q2 2026, buying an estimated $45.5K and bringing the position to 772,710 shares worth $6.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1585.
Principal Financial Group first reported a position in WEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $85.3M in Q1 2014. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.
- Principal Financial Group held 772,710 shares of Wendy's worth $6.41M as of Q2 2026.
- Principal Financial Group bought 6,359 Wendy's shares in Q2 2026, an estimated $45.5K.
- Wendy's made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1585 holding.
- Principal Financial Group first reported a position in Wendy's in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's Wendy's position peaked at $85.3M in Q1 2014.
- 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.