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Maverick Capital’s Wendy's WEN Stock Holding History

Maverick Capital’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
2024
Q4 		– Sell
-89,064
Closed -$1.56M – 293
2024
Q3 		$1.56M Sell
89,064
-87,080
-49% -$1.48M 0.03% 160
2024
Q2 		$2.99M Buy
176,144
+87,254
+98% +$1.59M 0.06% 82
2024
Q1 		$1.67M Buy
+88,890
New +$1.67M 0.03% 94
2023
Q2 		– Sell
-20,535
Closed -$447K – 554
2023
Q1 		$447K Sell
20,535
-34,606
-63% -$760K 0.01% 309
2022
Q4 		$1.25M Buy
+55,141
New +$1.18M 0.03% 123
2022
Q3 		– Sell
-61,460
Closed -$1.16M – 382
2022
Q2 		$1.16M Buy
+61,460
New +$1.16M 0.03% 129
2021
Q3 		– Sell
-12,356
Closed -$289K – 821
2021
Q2 		$289K Buy
+12,356
New +$284K ﹤0.01% 436
2020
Q4 		– Sell
-301,944
Closed -$6.73M – 793
2020
Q3 		$6.73M Buy
301,944
+145,288
+93% +$3.2M 0.13% 48
2020
Q2 		$3.41M Sell
156,656
-636,481
-80% -$12.7M 0.07% 84
2020
Q1 		$11.8M Buy
+793,137
New +$15.6M 0.25% 38
2019
Q4 		– Sell
-628,474
Closed -$12.6M – 427
2019
Q3 		$12.6M Buy
+628,474
New +$12.5M 0.18% 51
2019
Q2 		– Sell
-387,920
Closed -$6.94M – 354
2019
Q1 		$6.94M Buy
+387,920
New +$6.6M 0.09% 123
2018
Q3 		– Sell
-10,540
Closed -$181K – 289
2018
Q2 		$181K Sell
10,540
-817,970
-99% -$13.9M ﹤0.01% 233
2018
Q1 		$14.5M Buy
+828,510
New +$13.7M 0.19% 63

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Maverick Capital's WEN Position: Q4 2024 in Review

Maverick Capital sold out of Wendy's (WEN) in Q4 2024, closing a stake of 89,064 shares — an estimated $1.56M sold.

Maverick Capital first reported a position in WEN in Q1 2018 and held it in 14 quarters. The position peaked at $14.5M in Q1 2018. 423 funds tracked by Wall St. Rank hold WEN as of Q4 2024.

  • Maverick Capital reported no remaining Wendy's position as of Q4 2024 after selling out during the quarter.
  • Maverick Capital sold 89,064 Wendy's shares in Q4 2024, an estimated $1.56M.
  • Maverick Capital first reported a position in Wendy's in Q1 2018 and held it in 14 quarters.
  • Maverick Capital's Wendy's position peaked at $14.5M in Q1 2018.
  • 423 funds tracked by Wall St. Rank held Wendy's as of Q4 2024.

Based on Maverick Capital's 13F filing for Q4 2024, filed 14 Feb 2025.