Donald Yacktman Jettisons Dell, Janus In Q4, Buys Cisco, Pepsi, eBay

Yacktman’s 13F filing for Q4 of 2013 is out.  The total portfolio value is $24.51B at the end of Q4. This value was $22.42B as at the end of Q3.   Top 10 holdings His top 10 holdings as a percentage of total portfolio value are as follows: PepsiCo, Inc. (NYSE:PEP)                               10.79% Twenty-First Century Fox Inc (NASDAQ:FOXA)      8.95% The Procter & Gamble Company (NYSE:PG)          8.57% The Coca-Cola Company (NYSE:KO)                    7.29% Cisco Systems, Inc. (NASDAQ:CSCO)                 5.72% Microsoft Corporation (NASDAQ:MSFT)                5.23% SYSCO Corporation (NYSE:SYY)                        4.73% Oracle Corporation (NYSE:ORCL)                       4.35% C.R….