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CCM Investment Group’s Wendy's WEN Stock Holding History

CCM Investment Group’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
2025
Q1 		– Sell
-24,394
Closed -$397K – 235
2024
Q4 		$397K Buy
+24,394
New +$445K 0.04% 191

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM Investment Group's WEN Position: Q1 2025 in Review

CCM Investment Group sold out of Wendy's (WEN) in Q1 2025, closing a stake of 24,394 shares — an estimated $397K sold.

CCM Investment Group first reported a position in WEN in Q4 2024 and held it in 1 quarter. The position peaked at $397K in Q4 2024. 422 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

  • CCM Investment Group reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
  • CCM Investment Group sold 24,394 Wendy's shares in Q1 2025, an estimated $397K.
  • CCM Investment Group first reported a position in Wendy's in Q4 2024 and held it in 1 quarter.
  • CCM Investment Group's Wendy's position peaked at $397K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.