A detailed history of Kovitz Investment Group Partners, LLC transactions in Wendy'S CO stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 675,170 shares of WEN stock, worth $5.82 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
675,170
Previous 421,643 60.13%
Holding current value
$5.82 Million
Previous $4.82 Million 28.43%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$9.09 - $11.88 $2.3 Million - $3.01 Million
253,527 Added 60.13%
675,170 $6.18 Million
Q2 2025

Aug 14, 2025

BUY
$11.11 - $14.72 $655,956 - $869,098
59,042 Added 16.28%
421,643 $4.82 Million
Q1 2025

May 13, 2025

BUY
$14.17 - $16.17 $1.4 Million - $1.6 Million
98,834 Added 37.47%
362,601 $5.3 Million
Q4 2024

Aug 25, 2025

SELL
$16.26 - $20.42 $2.57 Million - $3.22 Million
-157,876 Reduced 37.44%
263,767 $4.3 Million
Q4 2024

Feb 14, 2025

BUY
$16.26 - $20.42 $4.04 Million - $5.08 Million
248,575 Added 1636.22%
263,767 $4.3 Million
Q3 2024

Nov 14, 2024

BUY
$15.83 - $18.24 $240,489 - $277,102
15,192 New
15,192 $266,000

Others Institutions Holding WEN

About Wendy's Co


  • Ticker WEN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 212,804,000
  • Market Cap $1.83B
  • Description
  • The Wendy's Company, together with its subsidiaries, operates as a quick-service restaurant company. It operates through three segments: Wendy's U.S., Wendy's International, and Global Real Estate & Development. The company is involved in operating, developing, and franchising a system of quick-service restaurants specializing in hamburger s...
More about WEN
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