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  Procter & Gamble (PG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 0.02 SEC
2022   Q3 5,589 0.02 Add 2.42% <0.01 $126.32 $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 $163.64 $893,000 SEC
2021   Q4 237,384 0.52 Reduce 95.50% 9.96 $163.58 $38,831,000 SEC
2021   Q3 5,269,523 10.43 Reduce 9.02% 0.91 $139.80 $736,679,000 SEC
2021   Q2 5,791,785 10.11 Reduce 34.81% 5.27 $134.93 $781,486,000 SEC
2021   Q1 8,884,877 15.14 Reduce 9.56% 2.10 $135.43 $1,203,279,000 SEC
2020   Q4 9,823,724 21.96 Reduce 3.01% 0.75 $139.14 $1,366,873,000 SEC
2020   Q3 10,128,875 24.84 Reduce 6.44% 1.73 $138.99 $1,407,812,000 SEC
2020   Q2 10,825,852 26.83 Reduce 65.12% 32.04 $119.57 $1,294,447,000 SEC
2020   Q1 31,034,785 49.20 Reduce 3.48% 1.47 $110.00 $3,413,826,000 SEC
2019   Q4 32,154,627 42.34 Reduce 12.22% 5.81 $124.90 $4,016,113,000 SEC
2019   Q3 36,630,557 47.56 Add 0.00% $124.38 $4,556,109,000 SEC
2019   Q2 36,630,543 42.39 Reduce 0.19% 0.08 $109.65 $4,016,539,000 SEC
2019   Q1 36,702,028 40.87 Reduce 3.19% 1.20 $104.05 $3,818,846,000 SEC
2018   Q4 37,910,766 37.73 Add 0.01% <0.01 $91.92 $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 $90.98 $3,448,926,000 SEC
2017   Q2 37,612,012 24.71 Add 2.43% 0.59 $87.15 $3,277,887,000 SEC
2017   Q1 36,718,855 24.74 Add 472.28% 20.42 $89.85 $3,299,189,000 SEC
2016   Q4 6,416,284 4.86 Buy 4.86 $84.08 $539,481,000 SEC