Donald Yacktman

Donald Yacktman

Last Update: 2014-05-06
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 47
Number of New Stocks: 0

Total Value: $24,001 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Donald Yacktman Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AVP Avon Products Inc 2011-09-30 Buy 1.2%$19.61 - $28.9
($23.71)
$ 13.18-44%New holding, 6009675 sh.6,009,675
SYK Stryker Corp 2011-09-30 Add1.09%$43.8 - $60.6
($51.27)
$ 80.4457%Add 103.7%4,476,966
GLW Corning Inc /ny 2011-09-30 Add0.92%$12.13 - $18.31
($15.01)
$ 22.0247%Add 222.99%10,576,889
PG Procter & Gamble Co 2011-09-30 Add0.91%$58.51 - $64.95
($62.75)
$ 79.5627%Add 12.62%12,649,452
HPQ Hewlett Packard Co 2011-09-30 Add0.87%$22.32 - $37.47
($29.45)
$ 35.4320%Add 58.31%10,359,253
BK Bank Of New York Mel... 2011-09-30 Add0.8%$18.52 - $26.39
($22.12)
$ 39.4378%Add 184.76%6,546,075
SYY Sysco Corp 2011-09-30 Add0.64%$25.87 - $31.55
($28.69)
$ 36.7528%Add 19.87%14,683,359
PDCO Patterson Companies ... 2011-09-30 Add0.55%$26.87 - $34.04
($29.78)
$ 39.4132%Add 375.4%2,377,000
CSCO Cisco Systems Inc. 2011-09-30 Add0.37%$13.73 - $16.67
($15.71)
$ 25.9765%Add 7.91%31,952,707
BCR Bard C R Inc /nj/ 2011-09-30 Add0.32%$85.81 - $113.32
($96.51)
$ 148.8554%Add 12.97%3,116,505
JNJ Johnson & Johnson 2011-09-30 Add0.32%$60.2 - $67.92
($64.79)
$ 102.1158%Add 8.26%6,426,015
JNS Janus Capital Group ... 2011-09-30 Buy 0.28%$5.92 - $10.12
($7.53)
$ 12.2963%New holding, 4538000 sh.4,538,000
WMT Wal Mart Stores Inc 2011-09-30 Add0.21%$48.41 - $54.52
($52.41)
$ 75.9745%Add 13.48%3,290,063
MSFT Microsoft Corp. 2011-09-30 Add0.15%$24.05 - $28.08
($26.18)
$ 44.570%Add 2.3%26,354,570
BDX Becton Dickinson & C... 2011-09-30 Add0.12%$73.25 - $89.74
($80.85)
$ 118.3746%Add 10.7%1,624,871
PFE Pfizer Inc 2011-09-30 Add0.12%$16.66 - $20.78
($18.73)
$ 30.1961%Add 3.59%18,609,368
HRB H&r Block Inc 2011-09-30 Add0.11%$12.73 - $16.37
($14.41)
$ 32.35124%Add 6.34%13,100,246
RIMM Research In Motion L... 2011-09-30 Add0.1%$21.16 - $32.55
($26.78)
$ 13.03-51%Add 16.87%3,445,855
XOM Exxon Mobil Corp 2011-09-30 Add0.09%$68.03 - $85.22
($76.14)
$ 103.1836%Add 6.71%2,036,071
MDLZ Kraft Foods Inc 2011-09-30 Sold Out -0.0082%$32.8 - $35.93
($34.62)
$ 38.1810%Sold Out0
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Donald Yacktman's Profile:

Mr. Yacktman is the President and Co-Chief Investment Officer of Yacktman Asset Management Co. He is also a Co-Manager for The Yacktman Funds. Prior to founding the firm in April, 1992, Mr. Yacktman served for ten years as the Senior Portfolio Manager of Selected Financial Services, Inc. During that time, he also served for nine years as the Portfolio Manager of the Selected American Shares mutual fund and was named Portfolio Manager of The Year by Morningstar in 1991. He joined Selected Financial Services, Inc. in 1982 from Stein Roe & Farnham where he had been a portfolio manager since 1968. Mr. Yacktman holds a B.S. Magna Cum Laude in economics from The University of Utah and an MBA with distinction from Harvard University.



Donald Yacktman's Performance:

Average Annual Return of The Yacktman Fund
5 Yrs 10 Yrs Since Inception
22.4% 10.2% 10.9%
» More Profile & Performance

Donald Yacktman's Current Portfolio:

Ticker Shares Value ($1000)
PEP33,019,6802,757,140
PG26,514,6852,137,080
FOXA58,629,0981,874,370
KO44,453,4711,718,570
CSCO62,292,3071,395,970
MSFT32,936,7541,350,080
SYY31,945,0851,154,180
ORCL27,774,2011,136,240
BCR6,827,6271,010,350
SYK11,592,319944,426
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 38.3% 38.3%
Healthcare 15.2% 15.2%
Consumer Cyclical 14% 14%
Financial Services 6% 6%
Energy 4.8% 4.8%
Communication Services 1.7% 1.7%
Technology 1.4% 1.4%
Basic Materials 0.9% 0.9%
» More Sector Weightings

Donald Yacktman's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

Gurufocus
ReplyGurufocus - 9 months ago
Sm2200:

1. In top search box, type "Warren Buffett"
2. Select "Current Portfolio" in the drop down box
3. Click on "Undervalued" under the portfolio tab.
Sm2200
ReplySm2200 - 9 months ago
I did click on it. Now how do I change the guru and his portfolio from what I have now (Yacktman ) to another guru say Buffett or Tepper ?
Gurufocus
ReplyGurufocus - 9 months ago
After you open that link, it is where you want to be. Click on it to see.

Again it is here: http://www.gurufocus.com/holdings.php?GuruName=Donald+Yacktman&tab=underv
Sm2200
ReplySm2200 - 9 months ago
Please be more specific. After I open the hyperlink [www.gurufocus.com], where do I go ? What do I do?
Sm2200
ReplySm2200 - 9 months ago
What are the steps to select the above screen (UNDERVALUED STOCKS IN a GURUS PORTFOLIO ) for other gurus?
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