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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.82M Buy
421,643
+59,042
+16% +$674K 0.02% 454
2025
Q1 		$5.3M Buy
362,601
+98,834
+37% +$1.45M 0.03% 397
2024
Q4 		$4.3M Buy
263,767
+248,575
+1,636% +$4.05M 0.02% 425
2024
Q3 		$27.4K Buy
+15,192
New +$27.4K ﹤0.01% 1012