Nelson Peltz - Trian Fund Management 13F Activity & Position Changes (Q3 2017)

As of Sep 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 Q3 2017, the filing reported:

New Buys - 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 Type Change Qty
Q3 2017
BK
The Bank of New York Mellon Cor
Sell
-10,000,000
Q3 2017
MDLZ
Mondelez International, Inc.
Buy
+78
Q3 2017
PG
Procter & Gamble Company (The)
Buy
+296,609
Q3 2017
SYY
Sysco Corporation
Buy
+517,939