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Altar Rock LLC’s Wendy's WEN Stock Holding History

Altar Rock LLC’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 		– Sell
-11,643
Closed -$97K – 179
2025
Q4 		$97K Buy
+11,643
New +$100K 0.12% 139

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Altar Rock LLC's WEN Position: Q1 2026 in Review

Altar Rock LLC sold out of Wendy's (WEN) in Q1 2026, closing a stake of 11,643 shares — an estimated $97K sold.

Altar Rock LLC first reported a position in WEN in Q4 2025 and held it in 1 quarter. The position peaked at $97K in Q4 2025. 411 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Altar Rock LLC reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Altar Rock LLC sold 11,643 Wendy's shares in Q1 2026, an estimated $97K.
  • Altar Rock LLC first reported a position in Wendy's in Q4 2025 and held it in 1 quarter.
  • Altar Rock LLC's Wendy's position peaked at $97K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Altar Rock LLC's 13F filing for Q1 2026, filed 21 Sep 2026.