Nelson Peltz - Trian Fund Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ GE - GE Aerospace Add 0.01% 373 0.00
≡ GEHC - GE HealthCare Technologies Inc. Add 0.00% 3 0.00
≡ DIS - Walt Disney Co. Reduce 1.61% 530,451 0.68
≡ WEN - Wendy's Co. Reduce 5.65% 1,883,593 0.52
≡ FERG - Ferguson plc Reduce 22.62% 1,224,966 3.38
≡ ALL - Allstate Corp. Reduce 23.34% 850,520 1.70
Q3  2023
≡ DIS - Walt Disney Co. Add 411.56% 26,443,257 32.60
≡ WEN - Wendy's Co. Add 60.86% 12,618,115 3.92
≡ GE - GE Aerospace Add 0.02% 842 0.00
≡ ALL - Allstate Corp. Buy 3,643,618 6.17
≡ SYY - Sysco Corp. Buy 1,223,500 1.23
≡ FERG - Ferguson plc Reduce 1.45% 79,482 0.20
≡ MDLZ - Mondelez International Sell 100.00% 16,530 0.03
Q2  2023
≡ DIS - Walt Disney Co. Add 8.59% 508,366 1.17
≡ WEN - Wendy's Co. Reduce 4.48% 973,142 0.55
≡ FERG - Ferguson plc Reduce 6.30% 369,300 1.50
Q1  2023
≡ MDLZ - Mondelez International Add 1.79% 291 0.00
≡ GE - GE Aerospace Add 0.01% 507 0.00
≡ GEHC - GE HealthCare Technologies Inc. Buy 1,342,830 2.94
≡ WEN - Wendy's Co. Reduce 14.32% 3,627,569 2.11
≡ DIS - Walt Disney Co. Reduce 34.48% 3,113,116 8.31
≡ IVZ - Invesco Ltd Reduce 39.13% 21,818,538 9.54
≡ FERG - Ferguson plc Reduce 47.73% 5,354,181 19.09
≡ SYY - Sysco Corp. Sell 100.00% 4,540 0.01
Q4  2022
≡ GE - GE Aerospace Add 0.03% 1,217 0.00
≡ DIS - Walt Disney Co. Buy 9,029,800 16.10
≡ SYY - Sysco Corp. Reduce 99.94% 7,173,000 15.80
≡ PG - Procter & Gamble Sell 100.00% 5,589 0.02
Q3  2022
≡ PG - Procter & Gamble Add 2.42% 132 0.00
≡ GE - GE Aerospace Add 0.02% 659 0.00
≡ FERG - Ferguson plc Reduce 12.54% 1,608,430 4.36
≡ SYY - Sysco Corp. Reduce 18.37% 1,615,617 3.01
Q2  2022
≡ FERG - Ferguson plc Add 12.49% 1,423,880 3.46
≡ IVZ - Invesco Ltd Add 3.19% 1,724,600 0.61
≡ GE - GE Aerospace Add 0.01% 494 0.00
≡ SYY - Sysco Corp. Reduce 23.56% 2,710,672 5.05
≡ MDLZ - Mondelez International Reduce 96.39% 434,028 0.53
Q1  2022
≡ IVZ - Invesco Ltd Add 18.82% 8,560,175 3.73
≡ JHG - Janus Henderson Group Add 12.72% 3,595,152 2.11
≡ FERG - Ferguson plc Add 0.09% 10,750 0.02
≡ MDLZ - Mondelez International Add 0.02% 83 0.00
≡ GE - GE Aerospace Add 0.00% 8 0.00
≡ SYY - Sysco Corp. Reduce 10.50% 1,350,133 1.85
≡ PG - Procter & Gamble Reduce 97.70% 231,927 0.43
≡ CMCSA - Comcast Corp. Sell 100.00% 19,991,416 13.49
Q4  2021
≡ IVZ - Invesco Ltd Add 23.72% 8,718,084 3.04
≡ JHG - Janus Henderson Group Add 19.28% 4,570,336 2.57
≡ GE - GE Aerospace Add 0.01% 485 0.00
≡ SYY - Sysco Corp. Reduce 3.95% 528,664 0.56
≡ FERG - Ferguson plc Reduce 10.50% 1,336,950 3.18
≡ MDLZ - Mondelez International Reduce 94.37% 7,547,664 6.71
≡ PG - Procter & Gamble Reduce 95.50% 5,032,139 11.02
Q3  2021
≡ JHG - Janus Henderson Group Add 11.68% 2,479,228 1.27
≡ GE - GE Aerospace Add 0.01% 444 0.00
≡ FERG - Ferguson plc Reduce 2.96% 388,442 0.67
≡ CMCSA - Comcast Corp. Reduce 3.88% 806,050 0.56
≡ WEN - Wendy's Co. Reduce 4.87% 1,297,290 0.35
≡ MDLZ - Mondelez International Reduce 7.41% 640,237 0.46
≡ PG - Procter & Gamble Reduce 9.02% 522,262 0.91
≡ SYY - Sysco Corp. Reduce 25.14% 4,493,098 4.38
Q2  2021
≡ JHG - Janus Henderson Group Add 29.67% 4,856,472 2.20
≡ CMCSA - Comcast Corp. Add 4.73% 939,574 0.63
≡ IVZ - Invesco Ltd Add 0.04% 14,236 0.00
≡ GE - GE Aerospace Add 0.02% 853 0.00
≡ FERG - Ferguson plc Reduce 0.72% 94,866 0.15
≡ MDLZ - Mondelez International Reduce 7.95% 745,613 0.54
≡ SYY - Sysco Corp. Reduce 13.24% 2,727,884 2.48
≡ PG - Procter & Gamble Reduce 34.81% 3,093,092 4.88
Q1  2021
≡ IVZ - Invesco Ltd Add 0.01% 2,196 0.00
≡ GE - GE Aerospace Add 0.00% 6 0.00
≡ FERG - Ferguson plc Buy 13,212,239 18.68
≡ PG - Procter & Gamble Reduce 9.56% 938,847 1.50
≡ MDLZ - Mondelez International Reduce 23.35% 2,857,861 1.98
Q4  2020
≡ CMCSA - Comcast Corp. Add 27.06% 4,229,746 3.28
≡ GE - GE Aerospace Add 0.04% 1,420 0.00
≡ PG - Procter & Gamble Reduce 3.01% 305,151 0.63
≡ JHG - Janus Henderson Group Reduce 7.36% 1,300,000 0.63
≡ SYY - Sysco Corp. Reduce 15.49% 3,776,235 4.15
≡ NVT - nVent Electric plc Sell 100.00% 5,827,483 1.70
Q3  2020
≡ CMCSA - Comcast Corp. Add 118.30% 8,469,146 6.48
≡ JHG - Janus Henderson Group Add 97.78% 8,734,262 3.13
≡ IVZ - Invesco Ltd Add 66.79% 14,712,352 2.78
≡ PG - Procter & Gamble Reduce 6.44% 696,977 1.60
≡ MDLZ - Mondelez International Reduce 22.76% 3,607,362 3.42
≡ GE - GE Aerospace Reduce 45.76% 3,393,637 2.79
≡ NVT - nVent Electric plc Reduce 52.97% 6,563,959 1.91
≡ BK - Bank of New York Mellon Corp. Sell 100.00% 4,383,286 3.06
Q2  2020
≡ SYY - Sysco Corp. Add 2.97% 703,700 0.70
≡ MDLZ - Mondelez International Add 0.02% 3,581 0.00
≡ CMCSA - Comcast Corp. Buy 7,159,000 5.05
≡ IVZ - Invesco Ltd Buy 22,026,991 4.29
≡ JHG - Janus Henderson Group Buy 8,932,350 3.42
≡ GE - GE Aerospace Reduce 7.63% 613,058 0.61
≡ NVT - nVent Electric plc Reduce 8.59% 1,164,379 0.39
≡ BK - Bank of New York Mellon Corp. Reduce 54.82% 5,317,802 3.71
≡ PG - Procter & Gamble Reduce 65.12% 20,208,933 43.70
≡ LM - Legg Mason Sell 100.00% 3,881,704 2.73
Q1  2020
≡ NVT - nVent Electric plc Add 0.03% 3,860 0.00
≡ GE - GE Aerospace Add 0.02% 1,230 0.00
≡ PG - Procter & Gamble Reduce 3.48% 1,119,842 1.78