Zurich Cantonal Bank’s Wendy's WEN Stock Holding History

Zurich Cantonal 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 Q1	$832K	Buy	119,651 +76,813	+179%	+$591K	﹤0.01%	1541
2025 Q4	$357K	Hold	42,838	–	–	﹤0.01%	1963
2025 Q3	$392K	Hold	42,838	–	–	﹤0.01%	1871
2025 Q2	$489K	Hold	42,838	–	–	﹤0.01%	1681
2025 Q1	$627K	Hold	42,838	–	–	﹤0.01%	1455
2024 Q4	$698K	Buy	42,838 +4,955	+13%	+$90.4K	﹤0.01%	1435
2024 Q3	$664K	Hold	37,883	–	–	﹤0.01%	1367
2024 Q2	$642K	Buy	37,883 +1,928	+5%	+$35K	﹤0.01%	1310
2024 Q1	$677K	Hold	35,955	–	–	﹤0.01%	1286
2023 Q4	$700K	Hold	35,955	–	–	﹤0.01%	1276
2023 Q3	$734K	Buy	35,955 +6,143	+21%	+$128K	﹤0.01%	1155
2023 Q2	$648K	Buy	29,812 +1,750	+6%	+$39K	﹤0.01%	1207
2023 Q1	$611K	Buy	28,062 +3,791	+16%	+$83.3K	﹤0.01%	1184
2022 Q4	$549K	Buy	24,271 +2,155	+10%	+$46K	﹤0.01%	1211
2022 Q3	$413K	Hold	22,116	–	–	﹤0.01%	1312
2022 Q2	$418K	Sell	22,116 -2,673	-11%	-$50.6K	﹤0.01%	1340
2022 Q1	$545K	Buy	24,789 +2,869	+13%	+$64.7K	﹤0.01%	1288
2021 Q4	$523K	Buy	21,920 +2,738	+14%	+$60.9K	﹤0.01%	1411
2021 Q3	$416K	Hold	19,182	–	–	﹤0.01%	1419
2021 Q2	$449K	Hold	19,182	–	–	﹤0.01%	1290
2021 Q1	$389K	Sell	19,182 -3,810	-17%	-$79.1K	﹤0.01%	1380
2020 Q4	$504K	Buy	22,992 +1,659	+8%	+$37.8K	﹤0.01%	1286
2020 Q3	$476K	Hold	21,333	–	–	﹤0.01%	1114
2020 Q2	$465K	Buy	21,333 +5,679	+36%	+$113K	﹤0.01%	1043
2020 Q1	$233K	Buy	15,654 +2,555	+20%	+$50.3K	﹤0.01%	1150
2019 Q4	$291K	Buy	13,099 +777	+6%	+$16.5K	﹤0.01%	1139
2019 Q3	$246K	Hold	12,322	–	–	﹤0.01%	1144
2019 Q2	$241K	Hold	12,322	–	–	﹤0.01%	1147
2019 Q1	$220K	Buy	12,322 +1,074	+10%	+$18.3K	﹤0.01%	1154
2018 Q4	$176K	Hold	11,248	–	–	﹤0.01%	1268
2018 Q3	$193K	Hold	11,248	–	–	﹤0.01%	1322
2018 Q2	$193K	Hold	11,248	–	–	﹤0.01%	1257
2018 Q1	$197K	Hold	11,248	–	–	﹤0.01%	1213
2017 Q4	$185K	Buy	11,248 +3,753	+50%	+$57K	﹤0.01%	1227
2017 Q3	$116K	Hold	7,495	–	–	﹤0.01%	1305
2017 Q2	$116K	Buy	7,495 +692	+10%	+$10.5K	﹤0.01%	1283
2017 Q1	$93K	Hold	6,803	–	–	﹤0.01%	1407
2016 Q4	$92K	Hold	6,803	–	–	﹤0.01%	1363
2016 Q3	$73K	Buy	6,803 +822	+14%	+$8.29K	﹤0.01%	1444
2016 Q2	$58K	Hold	5,981	–	–	﹤0.01%	1434
2016 Q1	$65K	Hold	5,981	–	–	﹤0.01%	1333
2015 Q4	$64K	Buy	5,981 +2,088	+54%	+$20.6K	﹤0.01%	1321
2015 Q3	$34K	Buy	3,893 +2,630	+208%	+$25.5K	﹤0.01%	1312
2015 Q2	$14K	Hold	1,263	–	–	﹤0.01%	1229
2015 Q1	$14K	Buy	+1,263	New	+$13.5K	﹤0.01%	1225

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zurich Cantonal Bank's WEN Position: Q1 2026 in Review

Zurich Cantonal Bank increased its Wendy's (WEN) stake by 179% in Q1 2026, buying an estimated $591K and bringing the position to 119,651 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Zurich Cantonal Bank first reported a position in WEN in Q1 2015 and has held it in 45 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Zurich Cantonal Bank held 119,651 shares of Wendy's worth $832K as of Q1 2026.
Zurich Cantonal Bank bought 76,813 Wendy's shares in Q1 2026, an estimated $591K.
Wendy's made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #1541 holding.
Zurich Cantonal Bank first reported a position in Wendy's in Q1 2015 and has held it in 45 quarters since.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.