SCHEDULE: Vanguard Group Discloses 11.07% Passive Stake in Wendy's Co.
Beneficial Ownership Disclosure
The Vanguard Group has filed an amended Schedule 13G, reporting a passive beneficial ownership of 11.07% in Wendy's Co. common stock as of June 30, 2025.
Summary
- The Vanguard Group holds an aggregate beneficial ownership of 21,257,705 shares of Wendy's Co. common stock.
- This ownership represents 11.07% of the class of securities.
- Vanguard maintains sole dispositive power over 20,986,931 shares and shared dispositive power over 270,774 shares.
- Vanguard has shared voting power over 70,957 shares and no sole voting power.
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Wendy's Co.
Sentiment
Score: 5
Explanation: The filing is a factual disclosure of a passive ownership stake and does not contain information that would inherently indicate positive or negative sentiment regarding the issuer's performance or prospects.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
NA
Industry Context
This filing is a routine disclosure by a large institutional investor, The Vanguard Group, regarding its passive ownership stake in a publicly traded company, Wendy's Co., a major player in the quick-service restaurant industry. It does not provide specific insights into Wendy's operational performance or broader industry trends.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional investor's passive stake in the company.
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event which required the filing of this statement (beneficial ownership calculation date). |
| 07/29/2025 | Date the Schedule 13G/A was signed by The Vanguard Group. |
Keywords
Vanguard Group, Wendy's Co, Schedule 13G, Beneficial Ownership, Common Stock, Passive Investment, Institutional Investor
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