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
VIAB Viacom 2011-12-31 Add0.3%$36.66 - $45.59
($42.67)
$ 85.62101%Add 9.96%8,763,145
SYY Sysco Corp. 2011-12-31 Add0.29%$25.47 - $29.51
($27.67)
$ 36.9133%Add 8.32%15,904,957
BDX Becton Dickinson & C... 2011-12-31 Add0.27%$70.65 - $79.64
($73.74)
$ 118.4961%Add 26.62%2,057,366
BAC Bank Of America Corp... 2011-12-31 Buy 0.25%$4.985 - $7.35
($5.94)
$ 15.62163%New holding, 5565000 sh.5,565,000
CSCO Cisco Systems Inc. 2011-12-31 Add0.24%$15.19 - $19.12
($17.88)
$ 25.8344%Add 4.95%33,533,338
STT State Street Corp. 2011-12-31 Buy 0.19%$30.38 - $42.01
($38.29)
$ 71.5687%New holding, 563000 sh.563,000
BK Bank Of New York Mel... 2011-12-31 Add0.19%$17.7 - $22.41
($19.64)
$ 39.77102%Add 17.26%7,676,150
NTRS Northern Trust Corp. 2011-12-31 Buy 0.18%$34.01 - $42.42
($38.46)
$ 67.1174%New holding, 556000 sh.556,000
COP Conocophillips 2011-12-31 Add0.16%$60.99 - $72.94
($69.61)
$ 86.2524%Add 5.94%4,689,182
JNJ Johnson & Johnson 2011-12-31 Add0.15%$61.27 - $66.02
($63.97)
$ 102.260%Add 4.43%6,710,753
KO Cocacola Co. 2011-12-31 Add0.15%$32.37 - $35.08
($33.67)
$ 40.9722%Add 3.79%6,981,211
GLW Corning Inc. 2011-12-31 Add0.14%$11.88 - $15.53
($13.79)
$ 22.0960%Add 11.66%11,809,832
CLX Clorox Co. 2011-12-31 Add0.13%$63.71 - $69.56
($65.91)
$ 90.5437%Add 7.96%3,064,294
COV Covidien 2011-12-31 Add0.11%$38.4 - $43.94
($41.05)
$ 89.1117%Add 21.7%1,682,375
SPY Spdr S&p 500 Etf 2011-12-31 Buy 0.02%$109.93 - $128.6
($122.62)
$ 198.6562%New holding, 14375 sh.14,375
NWS News Corp. 2011-12-31 Add$15.21 - $18.23
($17.29)
$ 17.732%Add 24.5%99,600
LANC Lancaster Colony Cor... 2011-12-31 Reduce-0.2%$59.46 - $71.36
($66.62)
$ 91.7838%Reduce -39.86%478,700
DNB Dun & Bradstreet Cor... 2011-12-31 Sold Out -0.02%$59.25 - $74.83
($67.26)
$ 110.7165%Sold Out0
PEP Pepsico Inc 2011-09-30 Add2.82%$59.99 - $70.52
($64.12)
$ 91.9143%Add 29.68%19,592,104
NWSA News Corp. 2011-09-30 Add1.69%$13.62 - $18.13
($16.19)
$ 18.2913%Add 16.26%77,079,367
Premium Real Time Picks are included for Premium Members only!!
*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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