Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q1 2015)

As of Mar 31, 2015, the Trian Fund Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2015, the filing reported:

New Buys - None reported

Increases - The Bank of New York Mellon Cor, Mondelez International, Inc., Pepsico, Inc.

Reductions - None reported

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2015	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Buy	+1,328,000	+4.6%	$1.22M	30,225,639
Q1 2015	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Buy	+1,725,092	+3.7%	$1.73M	48,024,117
Q1 2015	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+450,380	+2.5%	$1.75M	18,316,211