Kovitz Investment Group Partners
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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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Charles Schwab
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Morgan Stanley
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State Street
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's WEN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Wendy's (WEN) in Q4 2025, closing a stake of 675,170 shares — an estimated $6.18M sold.

Kovitz Investment Group Partners first reported a position in WEN in Q3 2024 and held it in 5 quarters. The position peaked at $6.18M in Q3 2025. 429 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 675,170 Wendy's shares in Q4 2025, an estimated $6.18M.
  • Kovitz Investment Group Partners first reported a position in Wendy's in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Wendy's position peaked at $6.18M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.