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Kula Investments’s Wendy's WEN Stock Holding History

Kula Investments’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
2023
Q1 		$239K Buy
+10,984
New +$241K 0.06% 523

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kula Investments's WEN Position: Q1 2023 in Review

Kula Investments opened a new position in Wendy's (WEN) in Q1 2023: 10,984 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #523 among its holdings.

341 funds tracked by Wall St. Rank hold WEN as of Q1 2023.

  • Kula Investments held 10,984 shares of Wendy's worth $239K as of Q1 2023.
  • Wendy's was a new Kula Investments position in Q1 2023.
  • Wendy's made up 0.06% of Kula Investments's portfolio in Q1 2023, its #523 holding.
  • 341 funds tracked by Wall St. Rank held Wendy's as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.