Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q3 2014)

As of Sep 30, 2014, 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 Q3 2014, the filing reported:

New Buys - None reported

Increases - The Bank of New York Mellon Cor, 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
Q3 2014	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Buy	+9,786,796	+51.2%	$1.12M	28,897,639
Q3 2014	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+4,927,178	+38.1%	$1.66M	17,865,831