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SJS Investment Consulting’s Wendy's WEN Stock Holding History

SJS Investment Consulting’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 		$48.8K Buy
5,887
+1,285
+28% +$9.19K 0.01% 475
2026
Q1 		$32K Buy
+4,602
New +$35.4K ﹤0.01% 528
2025
Q4 		– Sell
-5,264
Closed -$48.2K – 2157
2025
Q3 		$48.2K Buy
+5,264
New +$54.1K 0.01% 339
2025
Q2 		– Sell
-30
Closed -$439 – 1673
2025
Q1 		$439 Sell
30
-2
-6% -$30 ﹤0.01% 1294
2024
Q4 		$522 Buy
32
+7
+28% +$128 ﹤0.01% 1227
2024
Q3 		$438 Buy
25
+1
+4% +$17 ﹤0.01% 1368
2024
Q2 		$408 Sell
24
-6
-20% -$109 ﹤0.01% 1352
2024
Q1 		$566 Sell
30
-5
-14% -$94 ﹤0.01% 1244
2023
Q4 		$682 Sell
35
-6
-15% -$115 ﹤0.01% 1121
2023
Q3 		$837 Buy
41
+9
+28% +$188 ﹤0.01% 1011
2023
Q2 		$696 Sell
32
-8
-20% -$178 ﹤0.01% 1043
2023
Q1 		$872 Sell
40
-3
-7% -$66 ﹤0.01% 946
2022
Q4 		$973 Buy
43
+22
+105% +$470 ﹤0.01% 942
2022
Q3 		$0 Buy
+21
New +$423 ﹤0.01% 1592
2022
Q1 		$0 Buy
+6
New +$135 ﹤0.01% 1381

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

SJS Investment Consulting's WEN Position: Q2 2026 in Review

SJS Investment Consulting increased its Wendy's (WEN) stake by 28% in Q2 2026, buying an estimated $9.19K and bringing the position to 5,887 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #475.

SJS Investment Consulting first reported a position in WEN in Q1 2022 and has held it in 15 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • SJS Investment Consulting held 5,887 shares of Wendy's worth $48.8K as of Q2 2026.
  • SJS Investment Consulting bought 1,285 Wendy's shares in Q2 2026, an estimated $9.19K.
  • Wendy's made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #475 holding.
  • SJS Investment Consulting first reported a position in Wendy's in Q1 2022 and has held it in 15 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.