UMB Bank’s Wendy's WEN Stock Holding History

UMB Bank’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	$11.3K	Sell	1,369 -742	-35%	-$5.3K	﹤0.01%	1893
2026 Q1	$14.7K	Buy	2,111 +763	+57%	+$5.87K	﹤0.01%	1702
2025 Q4	$11.2K	Sell	1,348 -11,988	-90%	-$103K	﹤0.01%	1784
2025 Q3	$122K	Buy	13,336 +170	+1%	+$1.75K	﹤0.01%	783
2025 Q2	$150K	Buy	13,166 +4,691	+55%	+$57.2K	﹤0.01%	679
2025 Q1	$124K	Buy	8,475 +2,146	+34%	+$32.3K	﹤0.01%	694
2024 Q4	$103K	Buy	6,329 +336	+6%	+$6.13K	﹤0.01%	695
2024 Q3	$105K	Buy	5,993 +50	+0.8%	+$851	﹤0.01%	691
2024 Q2	$101K	Buy	5,943 +193	+3%	+$3.51K	﹤0.01%	683
2024 Q1	$108K	Buy	5,750 +5,325	+1,253%	+$100K	﹤0.01%	682
2023 Q4	$8.28K	Hold	425	–	–	﹤0.01%	1335
2023 Q3	$8.67K	Hold	425	–	–	﹤0.01%	1314
2023 Q2	$9.24K	Hold	425	–	–	﹤0.01%	1312
2023 Q1	$9.26K	Hold	425	–	–	﹤0.01%	1314
2022 Q4	$10K	Hold	425	–	–	﹤0.01%	1320
2022 Q3	$8K	Sell	425 -118	-22%	-$2.38K	﹤0.01%	1385
2022 Q2	$10K	Sell	543 -22	-4%	-$417	﹤0.01%	1408
2022 Q1	$12K	Hold	565	–	–	﹤0.01%	1445
2021 Q4	$13K	Buy	+565	New	+$12.6K	﹤0.01%	1392

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

UMB Bank's WEN Position: Q2 2026 in Review

UMB Bank reduced its Wendy's (WEN) stake by 35% in Q2 2026, selling an estimated $5.3K and leaving 1,369 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

UMB Bank first reported a position in WEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $150K in Q2 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

UMB Bank held 1,369 shares of Wendy's worth $11.3K as of Q2 2026.
UMB Bank sold 742 Wendy's shares in Q2 2026, an estimated $5.3K.
Wendy's made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1893 holding.
UMB Bank first reported a position in Wendy's in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Wendy's position peaked at $150K in Q2 2025.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.