6
WEN
Wendys Co. · Consumer Discretionary
Consensus score 6/100 · #87 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-07
vs 50-day avg
-18.5%
21-day momentum
-23.9%
recent volume
0.35×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
2.8%
of their portfolios
Combined value
$320M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Trian Partners Concentrated | 6.0% | $253M | HOLD |
| Fairfax Financial Concentrated | 2.5% | $66M | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $902K | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.