Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 2017, 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 Q2 2017, the filing reported:

New Buys - None reported

Increases - The Bank of New York Mellon Cor, Pentair, Procter & Gamble Company (The), Sysco Corporation

Reductions - Mondelez International, Inc., Wendy's Company (The)

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 2017	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Buy	+2,833	+0.0%	$1.65M	32,375,489
Q2 2017	G7S00T104 Pentair	Pentair	Buy	+862,769	+6.0%	$1.01M	15,200,931
Q2 2017	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-1,727,450	-3.9%	$1.84M	42,504,623
Q2 2017	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+893,157	+2.4%	$3.28M	37,612,012
Q2 2017	SYY Sysco Corporation	Sysco Corporation	Buy	+750	+0.0%	$2.21M	43,974,585
Q2 2017	WEN Wendy's Company (The)	Wendy's Company (The)	Sell	-5,500,000	-12.3%	$605.45K	39,035,921