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Sunbelt Securities’s Wendy's WEN Stock Holding History

Sunbelt Securities’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
Q1 		$125 Sell
18
-193
-91% -$1.49K ﹤0.01% 2606
2025
Q4 		$1.76K Buy
+211
New +$1.82K ﹤0.01% 1919

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities's WEN Position: Q1 2026 in Review

Sunbelt Securities reduced its Wendy's (WEN) stake by 91% in Q1 2026, selling an estimated $1.49K and leaving 18 shares worth $125. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Sunbelt Securities first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.76K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Sunbelt Securities held 18 shares of Wendy's worth $125 as of Q1 2026.
  • Sunbelt Securities sold 193 Wendy's shares in Q1 2026, an estimated $1.49K.
  • Wendy's made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2606 holding.
  • Sunbelt Securities first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Wendy's position peaked at $1.76K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.