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All holdings

Wendy’s

WEN

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
5
In their latest 13F (Q3 2026)
See who
Value held
$369m
Combined value at quarter end
Last quarter
3 bought
2 sold or trimmed
Price at Q2 ’26 end
$8.29
+19.3% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+3.3%Q3 ’24
-7.0%Q4 ’24
-10.2%Q1 ’25
-21.9%Q2 ’25
-19.8%Q3 ’25
-9.1%Q4 ’25
-16.6%Q1 ’26
+19.3%Q2 ’26
Q3 ’24: +3.3%; Q4 ’24: -7.0%; Q1 ’25: -10.2%; Q2 ’25: -21.9%; Q3 ’25: -19.8%; Q4 ’25: -9.1%; Q1 ’26: -16.6%; Q2 ’26: +19.3%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

3Q4 ’23
3Q1 ’24
3Q2 ’24
3Q3 ’24
3Q4 ’24
3Q1 ’25
3Q2 ’25
3Q3 ’25
3Q4 ’25
4Q1 ’26
5Q2 ’26
0Q3 ’26
Q4 ’23: 3; Q1 ’24: 3; Q2 ’24: 3; Q3 ’24: 3; Q4 ’24: 3; Q1 ’25: 3; Q2 ’25: 3; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 4; Q2 ’26: 5; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Wendy’s.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Wendy’s
Trian Fund Management6.0%$253m$253mAdded +0.1%53 qtrs
Fairfax Financial Holdings2.5%$66.3m$66.3mAdded +145%2 qtrs
Harris Associates (Oakmark)0.1%$46.3m$46.3mTrimmed -5.8%19 qtrs
Horizon Kinetics0.0%$902k$902kTrimmed -60%30 qtrs
First Eagle Investment Management0.0%$2.9m$2.9mNew1 qtr

Download the holders: CSV · JSON · Markdown

About the company

Sector
Consumer discretionary · Retail-Eating & Drinking Places
Incorporated in
Delaware
Financial year ends
3 January
Shares outstanding
191m at 31 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$2.4bn2013
$1.9bn2015
$1.2bn2017
$1.7bn2019
$1.9bn2021
$2.2bn2023
$2.2bn2025
2013: $2.4bn; 2014: $2.0bn; 2015: $1.9bn; 2016: $1.4bn; 2017: $1.2bn; 2018: $1.6bn; 2019: $1.7bn; 2020: $1.7bn; 2021: $1.9bn; 2022: $2.1bn; 2023: $2.2bn; 2024: $2.2bn; 2025: $2.2bn
Wendy’s revenue and net income by year
YearRevenueNet income
2025$2.2bn$165m
2024$2.2bn$194m
2023$2.2bn$204m
2022$2.1bn$177m
2021$1.9bn$200m
2020$1.7bn$118m
2019$1.7bn$137m
2018$1.6bn$460m
2017$1.2bn$194m
2016$1.4bn$130m
2015$1.9bn$161m
2014$2.0bn$121m
2013$2.4bn$45.5m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.