Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q2 2014)

According to the SEC 13F filed on Aug 12, 2026, the Trian Fund Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2014. 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 Q2 2014, the filing reported:

New Buys - The Bank of New York Mellon Cor

Increases - Mondelez International, Inc., Pepsico, Inc.

Reductions - Allegion

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
Q2 2014	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Buy - Position Entry	+19,110,843	-	$716.27K	19,110,843
Q2 2014	G0176J109 Allegion	Allegion	Sell	-1,301,500	-44.0%	$93.83K	1,655,388
Q2 2014	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Buy	+3,861	+0.0%	$1.57M	41,741,854
Q2 2014	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+517,107	+4.2%	$1.16M	12,938,653