SHP Wealth Management’s Wendy's WEN Stock Holding History

SHP Wealth 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	$738	Buy	89 +23	+35%	+$164	﹤0.01%	1685
2026 Q1	$459	Buy	+66	New	+$508	﹤0.01%	1634

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 $3.38T AUM 44.17% 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

SHP Wealth Management's WEN Position: Q2 2026 in Review

SHP Wealth Management increased its Wendy's (WEN) stake by 35% in Q2 2026, buying an estimated $164 and bringing the position to 89 shares worth $738. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

SHP Wealth Management first reported a position in WEN in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

SHP Wealth Management held 89 shares of Wendy's worth $738 as of Q2 2026.
SHP Wealth Management bought 23 Wendy's shares in Q2 2026, an estimated $164.
Wendy's made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1685 holding.
SHP Wealth Management first reported a position in Wendy's in Q1 2026 and has held it in 2 quarters since.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.