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Coppell Advisory Solutions’s Wendy's WEN Stock Holding History

Coppell Advisory Solutions’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
-704
Closed -$11.4K – 1868
2024
Q4 		$11.4K Hold
704
– – ﹤0.01% 1066
2024
Q3 		$12.5K Hold
704
– – ﹤0.01% 1013
2024
Q2 		$11.9K Buy
+704
New +$12.8K ﹤0.01% 955

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coppell Advisory Solutions's WEN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Wendy's (WEN) in Q1 2025, closing a stake of 704 shares — an estimated $11.4K sold.

Coppell Advisory Solutions first reported a position in WEN in Q2 2024 and held it in 3 quarters. The position peaked at $12.5K in Q3 2024. 423 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 704 Wendy's shares in Q1 2025, an estimated $11.4K.
  • Coppell Advisory Solutions first reported a position in Wendy's in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Wendy's position peaked at $12.5K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.