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McDonald Partners’s Wendy's WEN Stock Holding History

McDonald 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
Q3 		– Sell
-45,654
Closed -$521K – 258
2025
Q2 		$521K Sell
45,654
-1,511
-3% -$18.4K 0.13% 169
2025
Q1 		$690K Sell
47,165
-696
-1% -$10.5K 0.18% 138
2024
Q4 		$780K Buy
47,861
+410
+0.9% +$7.48K 0.2% 133
2024
Q3 		$831K Buy
47,451
+2,252
+5% +$38.3K 0.21% 129
2024
Q2 		$767K Buy
45,199
+546
+1% +$9.92K 0.21% 126
2024
Q1 		$841K Sell
44,653
-535
-1% -$10.1K 0.23% 118
2023
Q4 		$880K Sell
45,188
-247
-0.5% -$4.75K 0.26% 106
2023
Q3 		$927K Buy
45,435
+444
+1% +$9.27K 0.3% 96
2023
Q2 		$979K Buy
44,991
+202
+0.5% +$4.5K 0.3% 95
2023
Q1 		$976K Sell
44,789
-64
-0.1% -$1.41K 0.32% 92
2022
Q4 		$1.02M Sell
44,853
-999
-2% -$21.3K 0.35% 86
2022
Q3 		$857K Buy
45,852
+224
+0.5% +$4.51K 0.33% 92
2022
Q2 		$861K Buy
45,628
+249
+0.5% +$4.72K 0.22% 126
2022
Q1 		$997K Buy
+45,379
New +$1.02M 0.22% 127
2021
Q4 		– Sell
-46,329
Closed -$1M – 727
2021
Q3 		$1M Sell
46,329
-1,317
-3% -$30K 0.24% 119
2021
Q2 		$1.12M Buy
47,646
+875
+2% +$20.1K 0.26% 111
2021
Q1 		$948K Buy
46,771
+151
+0.3% +$3.14K 0.24% 117
2020
Q4 		$1.02M Buy
+46,620
New +$1.06M 0.29% 100

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

McDonald Partners's WEN Position: Q3 2025 in Review

McDonald Partners sold out of Wendy's (WEN) in Q3 2025, closing a stake of 45,654 shares — an estimated $521K sold.

McDonald Partners first reported a position in WEN in Q4 2020 and held it in 18 quarters. The position peaked at $1.12M in Q2 2021. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • McDonald Partners reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • McDonald Partners sold 45,654 Wendy's shares in Q3 2025, an estimated $521K.
  • McDonald Partners first reported a position in Wendy's in Q4 2020 and held it in 18 quarters.
  • McDonald Partners's Wendy's position peaked at $1.12M in Q2 2021.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on McDonald Partners's 13F filing for Q3 2025, filed 12 Nov 2025.