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Wendy's/arby's Group shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Wendy's/arby's Group

Tip: Access up to 7 years of quarterly data

All positions including Wendy's/arby's Group held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wendy's/arby's Group by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3k 365 9.16
2025-06-30 $4.2k 365 11.42
2024-03-31 $6.4k 340 18.84

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Top funds holding Wendy's/arby's Group

Trian Fund Management
BlackRock
Vanguard Group
Harris Associates L.P
AQR Capital Management
Charles Schwab Investment Management
State Street Corporation
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Marshall Wace
Geode Capital Management
Jane Street
Point72 Asset Management
UBS Group

View all funds holding Wendy's/arby's Group