Kovitz Investment Group Partners
WEN icon

Kovitz Investment Group Partners’s Wendy's WEN Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-675,170
Closed -$6.18M – 1336
2025
Q3 		$6.18M Buy
675,170
+253,527
+60% +$2.6M 0.02% 425
2025
Q2 		$4.82M Buy
421,643
+59,042
+16% +$720K 0.02% 454
2025
Q1 		$5.3M Buy
362,601
+98,834
+37% +$1.49M 0.03% 398
2024
Q4 		$4.3M Buy
263,767
+248,575
+1,636% +$4.54M 0.02% 426
2024
Q3 		$27.4K Buy
+15,192
New +$259K ﹤0.01% 1015

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