Concurrent Investment Advisors, LLC Wendy'S CO Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wendy'S CO stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 119,756 shares of WEN stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
119,756
Previous 96,916
23.57%
Holding current value
$1.02 Million
Previous $1.11 Billion
0.89%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding WEN
# of Institutions
475Shares Held
196MCall Options Held
1.6MPut Options Held
6.17M-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny30.4MShares$259 Million11.17% of portfolio
-
Vanguard Group Inc Valley Forge, PA21.3MShares$181 Million0.0% of portfolio
-
Black Rock Inc. New York, NY19.6MShares$167 Million0.01% of portfolio
-
Aqr Capital Management LLC Greenwich, CT13.8MShares$118 Million0.14% of portfolio
-
Harris Associates L P Chicago, IL11.1MShares$94.3 Million0.22% of portfolio
About Wendy's Co
- Ticker WEN
- Exchange NASDAQ
- Sector Consumer Cyclical
- Industry Restaurants
- Shares Outstandng 212,804,000
- Market Cap $1.81B
- 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...