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  The Procter & Gamble Co. (PG)
← All PG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 0.02 $122.18–154.65 · VW $142.80i SEC
2022   Q3 5,589 0.02 Add 2.42% <0.01 $126.21–150.63 · VW $134.36i $706,000 SEC
2022   Q2 5,457 0.02 $143.85 $785,000 SEC
2022   Q1 5,457 0.01 Reduce 97.70% 0.51 $143.03–165.35 · VW $153.73i $893,000 SEC
2021   Q4 237,384 0.52 Reduce 95.50% 9.96 $137.60–164.98 · VW $155.39i $38,831,000 SEC
2021   Q3 5,269,523 10.43 Reduce 9.02% 0.91 $134.92–147.23 · VW $140.65i $736,679,000 SEC
2021   Q2 5,791,785 10.11 Reduce 34.81% 5.27 $130.29–139.10 · VW $134.77i $781,486,000 SEC
2021   Q1 8,884,877 15.14 Reduce 9.56% 2.10 $121.54–141.04 · VW $132.67i $1,203,279,000 SEC
2020   Q4 9,823,724 21.96 Reduce 3.01% 0.75 $134.20–146.92 · VW $140.09i $1,366,873,000 SEC
2020   Q3 10,128,875 24.84 Reduce 6.44% 1.73 $118.90–141.70 · VW $133.20i $1,407,812,000 SEC
2020   Q2 10,825,852 26.83 Reduce 65.12% 32.04 $107.00–124.99 · VW $117.19i $1,294,447,000 SEC
2020   Q1 31,034,785 49.20 Reduce 3.48% 1.47 $94.34–128.09 · VW $110.81i $3,413,826,000 SEC
2019   Q4 32,154,627 42.34 Reduce 12.22% 5.81 $116.17–126.60 · VW $122.56i $4,016,113,000 SEC
2019   Q3 36,630,557 47.56 Add 0.00% $109.61–125.36 · VW $119.78i $4,556,109,000 SEC
2019   Q2 36,630,543 42.39 Reduce 0.19% 0.08 $102.13–112.63 · VW $108.14i $4,016,539,000 SEC
2019   Q1 36,702,028 40.87 Reduce 3.19% 1.20 $89.08–104.15 · VW $99.09i $3,818,846,000 SEC
2018   Q4 37,910,766 37.73 Add 0.01% <0.01 $78.49–96.90 · VW $89.10i $3,484,758,000 SEC
2018   Q3 37,908,621 30.52 $83.23 $3,155,135,000 SEC
2018   Q2 37,908,621 29.49 $78.06 $2,959,147,000 SEC
2018   Q1 37,908,621 30.32 $79.28 $3,005,395,000 SEC
2017   Q4 37,908,621 29.47 $91.88 $3,483,044,000 SEC
2017   Q3 37,908,621 28.47 Add 0.79% 0.22 $86.31–94.67 · VW $90.65i $3,448,926,000 SEC
2017   Q2 37,612,012 24.71 Add 2.43% 0.59 $85.52–91.13 · VW $87.93i $3,277,887,000 SEC
2017   Q1 36,718,855 24.74 Add 472.28% 20.42 $83.24–92.00 · VW $88.36i $3,299,189,000 SEC
2016   Q4 6,416,284 4.86 Buy 4.86 $81.18–90.33 · VW $85.20i $539,481,000 SEC
Price snapshot:
Current price$148.37
52-week low$135.63
52-week high$166.00