Donald Yacktman

Donald Yacktman

Last Update: 02-02-2015
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 51
Number of New Stocks: 2

Total Value: $24,118 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:

(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
HRB H&R Block Inc 2013-03-31 Sold Out -0.95%$18.57 - $29.42
($23.95)
$ 32.2626%Sold Out0
JNJ Johnson & Johnson 2013-03-31 Add0.57%$70.1 - $81.53
($75.58)
$ 101.0825%Add 16.02%9,740,875
SIAL Sigma-Aldrich Corp 2013-03-31 Buy 0.5%$73.58 - $78.95
($77.07)
$ 138.9645%New holding1,244,900
PG Procter & Gamble Co 2013-03-31 Reduce-0.49%$68.51 - $77.58
($74.56)
$ 81.008%Reduce -4.38%26,537,423
BBRY BlackBerry Ltd 2013-03-31 Reduce-0.44%$11.47 - $17.9
($14.36)
$ 10.38-38%Reduce -51.64%5,829,632
SYY Sysco Corp 2013-03-31 Add0.32%$30.88 - $35.17
($32.41)
$ 37.9815%Add 6.23%30,394,044
BCR CR Bard Inc 2013-03-31 Add0.31%$97.74 - $103.51
($100.89)
$ 178.0143%Add 8.23%8,012,992
XOM Exxon Mobil Corporation 2013-03-31 Add0.26%$86.55 - $91.76
($89.32)
$ 86.97-3%Add 24.50%2,738,519
HPQ Hewlett-Packard Co 2013-03-31 Reduce-0.15%$15.02 - $23.84
($18.6)
$ 33.2644%Reduce -15.89%9,210,823
CL Colgate-Palmolive Co 2013-03-31 Reduce-0.12%$52.27 - $59.02
($55.58)
$ 69.2220%Reduce -20.27%1,540,000
QVCA Liberty Interactive Corp 2013-03-31 Reduce-0.12%$9.84 - $10.96
($10.59)
$ 29.3664%Reduce -26.43%2,943,551
MDT Medtronic PLC 2013-03-31 Sold Out -0.1%$41.02 - $47.22
($45.42)
$ 77.6141%Sold Out0
PFE Pfizer Inc 2013-03-31 Reduce-0.07%$25.85 - $28.86
($27.34)
$ 35.2923%Reduce -2.80%16,239,945
BRK.A Berkshire Hathaway Inc 2013-03-31 Reduce-0.07%$134060 - $156280
($148503)
$ 214490.0031%Reduce -73.45%30
JNS Janus Capital Group Inc 2013-03-31 Reduce-0.03%$8.95 - $9.83
($9.46)
$ 18.5149%Reduce -9.61%4,705,000
PEP PepsiCo Inc 2013-03-31 Add0.02%$69.33 - $79.11
($74.08)
$ 95.1722%Add 0.17%23,044,812
WU Western Union Co 2013-03-31 Reduce-0.01%$13.36 - $15.04
($14.17)
$ 20.5931%Reduce -56.45%56,400
CMCSK Comcast Corp 2013-03-31 Add0.01%$36.45 - $39.61
($38.1)
$ 59.2036%Add 0.52%8,685,907
EFX Equifax Inc 2013-03-31 Sold Out -0.01%$53.13 - $59.72
($56.39)
$ 98.3543%Sold Out0
BDX Becton Dickinson & Co 2013-03-31 Reduce-0.01%$79.45 - $95.61
($87.08)
$ 144.3340%Reduce -1.04%2,108,865
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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)
PG28,367,2012,583,970
PEP26,984,3072,551,640
KO41,278,3031,742,770
ORCL38,063,4421,711,710
CSCO57,130,3201,589,080
FOXA39,213,8701,506,010
SYY31,631,9211,255,470
MSFT21,990,3911,021,450
FOX25,183,900929,034
JNJ8,611,359900,490
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 45.4% 45.4%
Consumer Cyclical 15.4% 15.4%
Healthcare 15% 15%
Financial Services 5.9% 5.9%
Energy 4.4% 4.4%
Technology 1.8% 1.8%
Communication Services 1.5% 1.5%
Basic Materials 0.9% 0.9%
» 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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