WEN
The Wendys Co
The Wendys Co historical holders
total: 4
Trian Fund Management The Wendys Co transactions over time
- Total transactions:
- 23
- New positions:
- 1
- Added:
- 8
- Reduced:
- 14
- Held since:
- 2013 Q2 or earlier
- Held for:
- 52+ quarters
- Latest activity:
- 2026 Q1
Nelson Peltz has been an institutional investor in The Wendys Co (WEN) since at least 2013 Q2. According to 2026 Q1 report, Nelson Peltz holds 30,446,022 shares with a market value of roughly $211.60M representing 5.48% of their equity portfolio. In our earliest available record from 2013 Q2, Trian Fund Management held about 83.00M shares of WEN. Since at least 2013 Q2, Trian Fund Management has made 22 more transactions in this position.
Does Nelson Peltz still hold WEN?
Yes, Nelson Peltz continues to hold The Wendys Co (WEN). According to their 2026 Q1 report, they maintain a position of 30,446,022 shares valued at approximately $211.60M, representing 5.48% of their equity portfolio.
Estimated cost basis*
- Weighted AVG buy price:
- $7.98
- Weighted AVG sell price:
- $12.96
WEN transactions history by Trian Fund Management
23 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
5.48%
|
30,446,022
|
$6.95
|
$211,599,853
|
+0.02% (+5,704)
|
+0%
|
|
2025 Q4
|
6.36%
|
30,440,318
|
$8.33
|
$253,567,849
|
+0.01% (+3,295)
|
+0%
|
|
2025 Q3
|
6.79%
|
30,437,023
|
$9.16
|
$278,803,131
|
+0.01% (+2,229)
|
+0%
|
|
2025 Q2
|
9.17%
|
30,434,794
|
$11.42
|
$347,565,348
|
+0.04% (+11,111)
|
+0%
|
|
2025 Q1
|
11.91%
|
30,423,683
|
$14.63
|
$445,098,483
|
-0.33% (-101,346)
|
-0.04%
|
|
2024 Q4
|
12.82%
|
30,525,029
|
$16.30
|
$497,557,973
|
+0.04% (+12,434)
|
+0.01%
|
|
2024 Q3
|
13.74%
|
30,512,595
|
$17.52
|
$534,580,664
|
-3.16% (-995,273)
|
-0.43%
|
|
2024 Q2
|
13.03%
|
31,507,868
|
$16.96
|
$534,373,441
|
+0.13% (+40,718)
|
+0.02%
|
|
2023 Q4
|
8.75%
|
31,467,150
|
$19.48
|
$612,980,082
|
-5.65% (-1,883,593)
|
-0.56%
|
|
2023 Q3
|
10.35%
|
33,350,743
|
$20.41
|
$680,688,664
|
+60.86% (+12,618,115)
|
+3.92%
|
|
2023 Q2
|
11.62%
|
$21.75
|
-4.48% (-973,142)
|
|||
|
2023 Q1
|
12.60%
|
$21.78
|
-14.32% (-3,627,569)
|
|||
|
2021 Q3
|
6.83%
|
$21.68
|
-4.87% (-1,297,290)
|
|||
|
2019 Q3
|
5.55%
|
$19.98
|
-6.99% (-2,000,000)
|
|||
|
2019 Q1
|
5.48%
|
$17.89
|
-9.48% (-3,000,000)
|
|||
|
2018 Q2
|
5.27%
|
$17.18
|
-7.07% (-2,405,292)
|
|||
|
2018 Q1
|
6.03%
|
$17.55
|
-12.81% (-5,000,000)
|
|||
|
2017 Q2
|
4.56%
|
$15.51
|
-12.35% (-5,500,000)
|
|||
|
2016 Q4
|
5.43%
|
$13.52
|
+9.18% (+3,743,384)
|
|||
|
2015 Q3
|
3.01%
|
$8.65
|
-24.49% (-13,232,044)
|
|||
|
2015 Q2
|
5.89%
|
$11.28
|
-16.63% (-10,775,664)
|
|||
|
2014 Q1
|
9.69%
|
$9.12
|
-21.93% (-18,200,000)
|
|||
|
2013 Q2
|
9.53%
|
$5.83
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.