Goldman Sachs

Goldman Sachs’s Wendy's WEN Stock Holding History

Goldman Sachs’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	-110,000	Closed	-$1.79M	–	6425
2024 Q4	$1.79M	Sell	110,000 -90,000	-45%	-$1.64M	﹤0.01%	4377
2024 Q3	$3.5M	Hold	200,000	–	–	﹤0.01%	3670
2024 Q2	$3.39M	Buy	+200,000	New	+$3.64M	﹤0.01%	3510
2022 Q4	–	Sell	-52,100	Closed	-$974K	–	6294
2022 Q3	$974K	Sell	52,100 -91,700	-64%	-$1.85M	﹤0.01%	4529
2022 Q2	$2.71M	Buy	+143,800	New	+$2.72M	﹤0.01%	3770
2019 Q4	–	Sell	-266,800	Closed	-$5.33M	–	5427
2019 Q3	$5.33M	Buy	+266,800	New	+$5.32M	﹤0.01%	2814
2018 Q1	–	Sell	-110,000	Closed	-$1.81M	–	6445
2017 Q4	$1.81M	Buy	+110,000	New	+$1.67M	﹤0.01%	3875
2015 Q2	–	Sell	-243,000	Closed	-$2.65M	–	7455
2015 Q1	$2.65M	Buy	243,000 +43,800	+22%	+$468K	﹤0.01%	3507
2014 Q4	$1.8M	Buy	+199,200	New	+$1.68M	﹤0.01%	3954
2013 Q3	–	Sell	-900	Closed	-$5K	–	6727
2013 Q2	$5K	Buy	+900	New	+$5.21K	﹤0.01%	6284

Other funds holding WEN

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return