Universal-Beteiligungs- und Servicegesellschaft’s Wendy's WEN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$175K	Sell	21,151 -2,794	-12%	-$20K	﹤0.01%	2045
2026 Q1	$166K	Sell	23,945 -24,224	-50%	-$186K	﹤0.01%	2005
2025 Q4	$400K	Buy	48,169 +29,444	+157%	+$254K	﹤0.01%	1778
2025 Q3	$172K	Buy	+18,725	New	+$192K	﹤0.01%	2023
2025 Q2	–	Sell	-25,049	Closed	-$366K	–	2116
2025 Q1	$366K	Buy	+25,049	New	+$377K	﹤0.01%	1733

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

Universal-Beteiligungs- und Servicegesellschaft's WEN Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Wendy's (WEN) stake by 12% in Q2 2026, selling an estimated $20K and leaving 21,151 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $400K in Q4 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 21,151 shares of Wendy's worth $175K as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 2,794 Wendy's shares in Q2 2026, an estimated $20K.
Wendy's made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #2045 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Wendy's in Q1 2025 and has held it in 5 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Wendy's position peaked at $400K in Q4 2025.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.