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BOLTON SECURITIES CORPORATION’s Wendy's WEN Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.74K Buy
+250
New +$1.92K ﹤0.01% 1901
2025
Q3 		$2.29K Buy
+250
New +$2.57K ﹤0.01% 1812
2025
Q1 		$3.66K Buy
+250
New +$3.76K ﹤0.01% 1634

Other funds holding WEN

Trian Fund Management
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.44T AUM 36.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WEN Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Wendy's (WEN) in Q1 2026: 250 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #1901 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in WEN as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in WEN in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.66K in Q1 2025. 414 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 250 shares of Wendy's worth $1.74K as of Q1 2026.
  • Wendy's was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Wendy's made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1901 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Wendy's in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Wendy's position peaked at $3.66K in Q1 2025.
  • 414 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.