Nelson Peltz - Trian Fund Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $3,859,778,188
Holdings Activity Buys Sells    History
Holding/activity history for  PepsiCo, Inc. (PEP)
← All PEP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q1 0 0.00 Sell 100.00% 15.71 $97.54–106.94 · VW $101.88i SEC
2015   Q4 18,316,211 15.71 $99.92 $1,830,156,000 SEC
2015   Q3 18,316,211 15.63 $94.30 $1,727,219,000 SEC
2015   Q2 18,316,211 19.96 $93.34 $1,709,635,000 SEC
2015   Q1 18,316,211 20.46 Add 2.52% 0.50 $92.24–99.30 · VW $95.99i $1,751,396,000 SEC
2014   Q4 17,865,831 17.91 $94.56 $1,689,393,000 SEC
2014   Q3 17,865,831 21.86 Add 38.08% 6.03 $89.82–100.70 · VW $96.87i $1,663,130,000 SEC
2014   Q2 12,938,653 17.01 Add 4.16% 0.68 $86.71–93.51 · VW $90.90i $1,155,939,000 SEC
2014   Q1 12,421,546 17.98 Add 0.59% 0.11 $79.10–88.48 · VW $85.30i $1,037,199,000 SEC
2013   Q4 12,348,546 17.27 Add 0.64% 0.11 $77.01–84.52 · VW $80.53i $1,024,188,000 SEC
2013   Q3 12,270,046 17.86 $79.50 $975,469,000 SEC
2013   Q2 12,270,046 19.76 $81.79 $1,003,567,000 SEC
Price snapshot:
Current price$138.49
52-week low$128.66
52-week high$168.19