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

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, 2017. 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