Donald Yacktman

Donald Yacktman

Last Update: 08-10-2015
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 48
Number of New Stocks: 0

Total Value: $18,742 Mil
Q/Q Turnover: 1%

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:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
XOM Exxon Mobil Corporation 2014-06-30 Reduce-0.06%$96.72 - $104.38
($100.82)
$ 75.07-26%Reduce 1.87%7,123,611
005930.Korea, South Samsung Electronics Co Ltd 2014-06-30 Buy 0.01%₩1301000 - ₩1470000
(₩1387100)
₩ 1081000.00-22%New holding1,200
BDX Becton Dickinson & Co 2014-06-30 Add$111.18 - $120.33
($116.23)
$ 142.8323%Add 0.29%1,304,228
REXI Resource America Inc 2014-06-30 Reduce$8.2 - $9.51
($8.7)
$ 30.20247%Reduce 6.81%1,360,076
FOXA Twenty-First Century Fox Inc 2014-03-31 Reduce-0.54%$30.73 - $35.63
($32.76)
$ 27.92-15%Reduce 6.00%58,629,098
GLW Corning Inc 2014-03-31 Reduce-0.54%$17.05 - $20.61
($18.71)
$ 17.18-8%Reduce 49.50%7,283,861
BCR CR Bard Inc 2014-03-31 Reduce-0.51%$125.42 - $146.57
($137.91)
$ 197.4743%Reduce 11.96%6,827,627
FOX Twenty-First Century Fox Inc 2014-03-31 Add0.46%$30.21 - $35.04
($32.05)
$ 28.08-12%Add 669.85%4,095,600
APOL Apollo Education Group Inc 2014-03-31 Reduce-0.41%$26.89 - $35.24
($32.22)
$ 11.47-64%Reduce 49.03%3,802,335
PEP PepsiCo Inc 2014-03-31 Add0.39%$77.1 - $83.5
($81.26)
$ 93.5315%Add 3.51%33,019,680
AVP Avon Products Inc 2014-03-31 Add0.37%$14.28 - $17.22
($15.44)
$ 5.16-67%Add 32.98%24,999,556
PG Procter & Gamble Co 2014-03-31 Add0.24%$75.7 - $82
($78.88)
$ 71.21-10%Add 2.73%26,514,685
HPQ Hewlett-Packard Co 2014-03-31 Reduce-0.21%$27.45 - $32.56
($29.5)
$ 28.03-5%Reduce 30.65%4,061,279
MSFT Microsoft Corp 2014-03-31 Reduce-0.2%$34.98 - $40.5
($37.45)
$ 43.9317%Reduce 3.75%32,936,754
BDX Becton Dickinson & Co 2014-03-31 Reduce-0.2%$105.4 - $116.81
($112.45)
$ 142.8327%Reduce 25.80%1,300,476
KO Coca-Cola Co 2014-03-31 Add0.2%$37.1 - $41.31
($38.73)
$ 39.452%Add 2.80%44,453,471
NWSA News Corp 2014-03-31 Sold Out -0.19%$15.52 - $18.4
($17.29)
$ 13.80-20%Sold Out0
GS Goldman Sachs Group Inc 2014-03-31 Reduce-0.19%$159.82 - $179.37
($168.61)
$ 187.7511%Reduce 38.68%403,000
BBRY BlackBerry Ltd 2014-03-31 Sold Out -0.18%$7.26 - $10.78
($9.3)
$ 7.37-21%Sold Out0
SYK Stryker Corporation 2014-03-31 Reduce-0.11%$74.63 - $83.35
($79.31)
$ 99.6926%Reduce 3.05%11,592,319
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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
13.9% 10.3% 10.9%
» More Profile & Performance

Donald Yacktman's Current Portfolio:

Ticker Shares Value ($1000)
PG28,638,8882,240,707
PEP22,349,4182,086,095
FOXA38,175,6971,242,428
SYY33,960,0321,225,957
ORCL30,055,1011,211,221
KO30,495,5961,196,342
CSCO42,100,8131,156,088
FOX28,311,645912,201
MSFT18,129,351800,411
JNJ7,441,948725,292
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 40.6% 40.6%
Consumer Cyclical 15.6% 15.6%
Healthcare 9.9% 9.9%
Financial Services 7.4% 7.4%
Energy 4.6% 4.6%
Technology 1.8% 1.8%
Communication Services 1% 1%
Basic Materials 1% 1%
» More Sector Weightings

Donald Yacktman's News:

» More Related News


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User Comments

Gurufocus
ReplyGurufocus - 1 year 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 - 1 year 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 - 1 year 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 - 1 year ago
Please be more specific. After I open the hyperlink [www.gurufocus.com], where do I go ? What do I do?
Sm2200
ReplySm2200 - 1 year ago
What are the steps to select the above screen (UNDERVALUED STOCKS IN a GURUS PORTFOLIO ) for other gurus?
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