Value Investor Donald Yacktman On Why Prefers PepsiCo (PEP, Financial) to Coca-Cola (KO, Financial). Yacktman now has $13 billion under management.
You have sold some Coca-Cola (KO), and PepsiCo (PEP) is now your largest holdings. Coca-Cola (KO) is not as attractive as it used to be. Its forward return is not as good as PepsiCo. The same can be said to Procter and Gamble (PG).
You have sold some Coca-Cola (KO), and PepsiCo (PEP) is now your largest holdings. Coca-Cola (KO) is not as attractive as it used to be. Its forward return is not as good as PepsiCo. The same can be said to Procter and Gamble (PG).