Nelson Peltz's WEN Position Overview
Nelson Peltz (via Trian Fund Management, L.P.) currently holds 30.44 M shares of The Wendy's Company (WEN) worth $278.8 M, representing 6.79% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Nelson Peltz has maintained a long-term strategic position in WEN, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 12.62 M shares. Largest reduction occurred in Q1 2014, reducing 18.2 M shares.
Analysis based on 13F filings available since 2013 Q2
Nelson Peltz's The Wendy's Company (WEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Wendy's Company (WEN) Trades by Nelson Peltz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +83 M | Add 0.00% | 83 M | $5.83 |
| Q1 2014 | -18.2 M | Reduce 21.93% | 64.8 M | $9.12 |
| Q2 2015 | -10.78 M | Reduce 16.63% | 54.02 M | $11.28 |
| Q3 2015 | -13.23 M | Reduce 24.49% | 40.79 M | $8.65 |
| Q4 2016 | +3.74 M | Add 9.18% | 44.54 M | $13.52 |
| Q2 2017 | -5.5 M | Reduce 12.35% | 39.04 M | $15.51 |
| Q1 2018 | -5 M | Reduce 12.81% | 34.04 M | $17.55 |
| Q2 2018 | -2.41 M | Reduce 7.07% | 31.63 M | $17.18 |
| Q1 2019 | -3 M | Reduce 9.48% | 28.63 M | $17.89 |
| Q3 2019 | -2 M | Reduce 6.99% | 26.63 M | $19.98 |
| Q3 2021 | -1.3 M | Reduce 4.87% | 25.33 M | $21.68 |
| Q1 2023 | -3.63 M | Reduce 14.32% | 21.71 M | $21.78 |
| Q2 2023 | -973,142 | Reduce 4.48% | 20.73 M | $21.75 |
| Q3 2023 | +12.62 M | Add 60.86% | 33.35 M | $20.41 |
| Q4 2023 | -1.88 M | Reduce 5.65% | 31.47 M | $19.48 |
| Q2 2024 | +40,718 | Add 0.13% | 31.51 M | $16.96 |
| Q3 2024 | -995,273 | Reduce 3.16% | 30.51 M | $17.52 |
| Q4 2024 | +12,434 | Add 0.04% | 30.53 M | $16.30 |
| Q1 2025 | -101,346 | Reduce 0.33% | 30.42 M | $14.63 |
| Q2 2025 | +11,111 | Add 0.04% | 30.43 M | $11.42 |
| Q3 2025 | +2,229 | Add 0.01% | 30.44 M | $9.16 |
Nelson Peltz's The Wendy's Company Investment FAQs
Nelson Peltz first purchased The Wendy's Company (WEN) in Q2 2013, acquiring 83,000,245 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz has held The Wendy's Company (WEN) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz's largest addition to The Wendy's Company (WEN) was in Q2 2013, adding 83,000,245 shares worth $483.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Nelson Peltz's firm, Trian Fund Management, L.P., owns 30,437,023 shares of The Wendy's Company (WEN), valued at approximately $278.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Wendy's Company (WEN) represents approximately 6.79% of Nelson Peltz's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz's peak holding in The Wendy's Company (WEN) was 83,000,245 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.