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WEN icon

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 $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $74.9B AUM 11.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return