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Capital Investment Advisors, LLC → WEN
Capital Investment Advisors, LLC WEN Position History
The Wendy's Company
Quarters held
5
Latest value
$83K
Q3 2026
Peak value
$108K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $108K |
| Q1 2026 | $88K |
| Q1 2026 | $88K |
| Q2 2026 | $107K |
| Q3 2026 | $83K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $83K | 13.0K | — | — |
| Q2 2026 | $107K | 12.9K | — | — |
| Q1 2026 | $88K | 12.6K | — | — |
| Q1 2026 | $88K | 12.6K | — | — |
| Q4 2025 | $108K | 12.9K | — | — |
Other funds holding WEN
$450.9M
$363.9M
$316.8M
$310.6M
$302.4M
$300.4M
$292.5M
$272.8M