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Tiziano Frateschi
Tiziano Frateschi
Articles (2072)  | Author's Website |

The Yacktman Focused Fund Sells PepsiCo

Fund's largest sales of 2nd quarter

The Yacktman Focused Fund (Trades, Portfolio) sold shares of the following stocks during the second quarter.

The PepsiCo Inc. (PEP) stake was trimmed by 22.29%. The trade had an impact of -2.37% on the portfolio.

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The manufacturer of non-alcoholic drinks, has a market cap of $181 billion and an enterprise value of $209 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 101.48% and return on assets of 16.82% are outperforming 88% of companies in the Beverages - Non-Alcoholic industry. Its financial strength is rated 5.5 out of 10. The cash-debt ratio of 0.12 is below the industry median of 0.46.

The largest guru shareholder of the company is Pioneer Investments (Trades, Portfolio) with 0.63% of outstanding shares, followed by Yacktman Asset Management (Trades, Portfolio) with 0.53% and Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.51%.

The Procter & Gamble Co. (PG) stake was cut by 18.29%. The trade had an impact of -1.90% on the portfolio.

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The world’s largest consumer product manufacturer has a market cap of $289.56 billion and an enterprise value of $311 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on equity of 20.09% and return on assets of 9.09% are outperforming 73% of companies in the Consumer Packaged Goods industry. Its financial strength is rated 6.3 out of 10. The cash-debt ratio of 0.33 is below the industry median of 0.45.

The largest guru shareholder of the company is Yacktman Asset Management (Trades, Portfolio) with 0.44% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.23% and Ken Fisher (Trades, Portfolio) with 0.20%.

The fund exited its KT&G Corp. (XKRX:033780) position. The portfolio was impacted by -0.91%.

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The fund closed its position in Infosys Ltd. (INFY). The portfolio was impacted by -0.77%.

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The provider of consulting and IT services, has a market cap of $49.21 billion and an enterprise value of $46.74 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 24.89% and return on assets of 18.80% are underperforming 77% of companies in the Application Software industry. Its financial strength is rated 9.2 out of 10. The cash-debt ratio of 5.49 is above the industry median of 3.47.

The company's largest guru shareholder is Fisher with 0.93% of outstanding shares, followed by the Yacktman Asset Management (Trades, Portfolio) with 0.21% and Jeremy Grantham (Trades, Portfolio) with 0.13%.

The fund reduced its Oracle Corp. (ORCL) stake by 11.78%, impacting the portfolio by -0.51%.

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The seller of enterprise IT solutions, has a market cap of $193 billion and an enterprise value of $212 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 34.52% and return on assets of 9.19% are underperforming 77% of companies in the Application Software industry. Its financial strength is rated 5.3 out of 10. The cash-debt ratio of 0.67 is below the industry median of 3.47.

The company's largest guru shareholder is First Eagle Investment (Trades, Portfolio) with 0.94% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 0.78% and Fisher with 0.44%.

The guru closed its Avon Products Inc. (AVP) holding, impacting the portfolio by -0.39%.

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The multilevel marketing firm, has a market cap of $1.78 billion and an enterprise value of $3.50 billion.

GuruFocus gives the company a profitability and growth rating of 3 out of 10. The return on assets of -1.01% is underperforming 100% of companies in the Consumer Packaged Goods industry. Its financial strength is rated 4.7 out of 10. The cash-debt ratio of 0.25 is below the industry median of 0.45.

Simons is the largest guru shareholder of the company with 5.42% of outstanding shares, followed by the Yacktman Asset Management (Trades, Portfolio) with 3.47% and Chuck Royce (Trades, Portfolio) with 1.09%.

The stake in The Walt Disney Co. (DIS) holding was reduced by 6.37%, impacting the portfolio by -0.35%.

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The producer of animated films as well as owner of several famous brands as Thor and Mickey Mouse, has a market cap of $251 billion and an enterprise value of $313 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on assets of 11.05% and return on equity of 24% are outperforming 76% of companies in the Entertainment industry. Its financial strength is rated 5.6 out of 10. The cash-debt ratio of 0.18 is below the industry median of 0.80.

The Yacktman Asset Management (Trades, Portfolio) is the largest guru shareholder of the company with 0.25% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.20% and PRIMECAP Management (Trades, Portfolio) with 0.18%.

Disclosure: I do not own any stocks mentioned.

About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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