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Kohmann Bosshard Financial Services’s Wendy's WEN Stock Holding History

Kohmann Bosshard Financial Services’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
-1,000
Closed -$16.3K – 769
2024
Q4 		$16.3K Buy
+1,000
New +$18.3K ﹤0.01% 458

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 $3.38T AUM 44.17% 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

Kohmann Bosshard Financial Services's WEN Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Wendy's (WEN) in Q1 2025, closing a stake of 1,000 shares — an estimated $16.3K sold.

Kohmann Bosshard Financial Services first reported a position in WEN in Q4 2024 and held it in 1 quarter. The position peaked at $16.3K in Q4 2024. 423 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 1,000 Wendy's shares in Q1 2025, an estimated $16.3K.
  • Kohmann Bosshard Financial Services first reported a position in Wendy's in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Wendy's position peaked at $16.3K in Q4 2024.
  • 423 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.