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EVERGREEN CAPITAL MANAGEMENT LLC → WEN
EVERGREEN CAPITAL MANAGEMENT LLC WEN Position History
The Wendy's Company
Quarters held
9
Latest value
$4K
Q3 2026
Peak value
$435K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $359K |
| Q4 2025 | $5K |
| Q4 2025 | $435K |
| Q1 2026 | $424K |
| Q1 2026 | $4K |
| Q2 2026 | $428K |
| Q2 2026 | $5K |
| Q3 2026 | $198K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 570 | — | — |
| Q3 2026 | $198K | 31.1K | — | — |
| Q2 2026 | $5K | 570 | — | — |
| Q2 2026 | $428K | 51.6K | — | — |
| Q1 2026 | $4K | 570 | — | — |
| Q1 2026 | $424K | 61.0K | — | — |
| Q4 2025 | $435K | 52.2K | — | — |
| Q4 2025 | $5K | 570 | — | — |
| Q3 2025 | $359K | 39.2K | — | — |
Other funds holding WEN
$450.9M
$363.9M
$316.8M
$310.6M
$302.4M
$300.4M
$292.5M
$272.8M