Spurstone Advisory Services’s Wendy's WEN Stock Holding History

Spurstone Advisory 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	$13.4K	Buy	+1,500	New	+$10.7K	0.18%	40
2026 Q1	–	Sell	-1,200	Closed	-$10K	–	102
2025 Q4	$10K	Hold	1,200	–	–	0.16%	35
2025 Q3	$11K	Buy	1,200 +600	+100%	+$6.16K	0.16%	45
2025 Q2	$6.85K	Buy	+600	New	+$7.32K	0.1%	78

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

Spurstone Advisory Services's WEN Position: Q2 2026 in Review

Spurstone Advisory Services opened a new position in Wendy's (WEN) in Q2 2026: 1,500 shares worth $13.4K. The stake represents 0.18% of the portfolio and ranks #40 among its holdings. This is a return to the name: Spurstone Advisory Services previously reported a position in WEN as recently as Q4 2025.

Spurstone Advisory Services first reported a position in WEN in Q2 2025 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Spurstone Advisory Services held 1,500 shares of Wendy's worth $13.4K as of Q2 2026.
Wendy's was a new Spurstone Advisory Services position in Q2 2026.
Wendy's made up 0.18% of Spurstone Advisory Services's portfolio in Q2 2026, its #40 holding.
Spurstone Advisory Services first reported a position in Wendy's in Q2 2025 and has held it in 4 quarters since.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.