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Wendy's/arby's Group shares owned by Optimist Retirement Group

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

Historical chart of Optimist Retirement Group 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 Optimist Retirement Group 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 Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 22k 9.16
2025-06-30 $207k 18k 11.42
2025-03-31 $216k 15k 14.63
2024-06-30 $254k 15k 16.96

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View all positions for Optimist Retirement Group

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