Capital Research Global Investors
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Capital Research Global Investors’s Wendy's WEN Stock Holding History

Capital Research Global Investors’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
2024
Q3 		– Sell
-1,056,138
Closed -$17.9M – 445
2024
Q2 		$17.9M Hold
1,056,138
– – ﹤0.01% 383
2024
Q1 		$19.9M Hold
1,056,138
– – ﹤0.01% 380
2023
Q4 		$20.6M Buy
+1,056,138
New +$20.3M 0.01% 363
2014
Q1 		– Sell
-11,583,000
Closed -$101M – 436
2013
Q4 		$101M Sell
11,583,000
-1,635,000
-12% -$14M 0.04% 283
2013
Q3 		$112M Hold
13,218,000
– – 0.04% 264
2013
Q2 		$77.1M Buy
+13,218,000
New +$76.6M 0.03% 284

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors's WEN Position: Q3 2024 in Review

Capital Research Global Investors sold out of Wendy's (WEN) in Q3 2024, closing a stake of 1,056,138 shares — an estimated $17.9M sold.

Capital Research Global Investors first reported a position in WEN in Q2 2013 and held it in 6 quarters. The position peaked at $112M in Q3 2013. 392 funds tracked by Wall St. Rank hold WEN as of Q3 2024.

  • Capital Research Global Investors reported no remaining Wendy's position as of Q3 2024 after selling out during the quarter.
  • Capital Research Global Investors sold 1,056,138 Wendy's shares in Q3 2024, an estimated $17.9M.
  • Capital Research Global Investors first reported a position in Wendy's in Q2 2013 and held it in 6 quarters.
  • Capital Research Global Investors's Wendy's position peaked at $112M in Q3 2013.
  • 392 funds tracked by Wall St. Rank held Wendy's as of Q3 2024.

Based on Capital Research Global Investors's 13F filing for Q3 2024, filed 13 Nov 2024.