Donald Yacktman

Donald Yacktman

Last Update: 04-30-2015
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 50
Number of New Stocks: 1

Total Value: $21,709 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
KO Coca-Cola Co 2013-09-30 Add1.97%$37.9 - $41.09
($39.54)
$ 40.633%Add 41.66%39,816,732
PEP PepsiCo Inc 2013-09-30 Add1.77%$79.06 - $86.8
($82.22)
$ 96.7718%Add 21.71%27,937,091
XOM Exxon Mobil Corporation 2013-09-30 Add0.65%$86.42 - $95.2
($90.22)
$ 83.02-8%Add 30.03%7,276,782
ORCL Oracle Corporation 2013-09-30 Add0.64%$30.1 - $34.05
($32.47)
$ 39.7022%Add 21.71%24,416,925
HPQ Hewlett-Packard Co 2013-09-30 Reduce-0.39%$21.17 - $27.3
($24.36)
$ 30.6126%Reduce 35.89%5,897,819
DELL Dell Inc 2013-09-30 Add0.38%$12.66 - $13.88
($13.54)
$ 13.862%Add 41.69%21,094,431
CSCO Cisco Systems Inc 2013-09-30 Reduce-0.3%$23.31 - $26.377
($24.86)
$ 28.3014%Reduce 4.95%50,273,165
VIAB Viacom Inc 2013-09-30 Reduce-0.17%$67.54 - $84.42
($77.45)
$ 56.27-27%Reduce 5.40%9,476,166
TBBK The Bancorp Inc 2013-09-30 Reduce-0.11%$14.83 - $18.26
($16.2)
$ 8.47-48%Reduce 66.10%814,442
PG Procter & Gamble Co 2013-09-30 Reduce-0.1%$75.59 - $82.17
($79.58)
$ 77.39-3%Reduce 1.13%25,107,262
CHRW CH Robinson Worldwide Inc 2013-09-30 Add0.09%$55.72 - $62.09
($58.69)
$ 69.6519%Add 5.63%6,526,627
FOX Twenty-First Century Fox Inc 2013-09-30 Buy 0.06%$29.34 - $33.27
($31.54)
$ 33.065%New holding426,000
SYY Sysco Corp 2013-09-30 Add0.05%$31.47 - $36.03
($33.55)
$ 36.078%Add 1.16%33,069,530
NWS News Corp 2013-09-30 Reduce-0.05%$14.8 - $17.33
($16.17)
$ 14.28-12%Reduce 75.00%106,500
BDX Becton Dickinson & Co 2013-09-30 Reduce-0.01%$97.14 - $104.5
($100.34)
$ 151.9451%Reduce 0.62%1,758,947
INTC Intel Corp 2013-09-30 Reduce$21.915 - $24.25
($23.03)
$ 28.9526%Reduce 0.76%2,625,000
ORCL Oracle Corporation 2013-06-30 Buy 2.9%$29.96 - $35.1
($33.18)
$ 39.7020%New holding20,061,099
PFE Pfizer Inc 2013-06-30 Reduce-2.39%$27.23 - $31.08
($29.12)
$ 35.7923%Reduce 99.74%41,700
XOM Exxon Mobil Corporation 2013-06-30 Add1.23%$86.08 - $92.8
($89.98)
$ 83.02-8%Add 104.36%5,596,426
BCR CR Bard Inc 2013-06-30 Add1%$98.25 - $111.8
($104.06)
$ 192.9585%Add 24.46%9,973,185
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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)
PEP25,486,4172,437,011
PG28,543,1182,338,823
KO38,926,1301,578,455
ORCL35,067,7211,513,172
CSCO48,980,8461,348,198
FOXA38,763,8261,311,768
SYY31,396,3861,184,586
MSFT21,534,992875,505
FOX26,558,600873,247
JNJ8,432,672848,327
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 39.7% 39.7%
Consumer Cyclical 15.7% 15.7%
Healthcare 11.6% 11.6%
Financial Services 6% 6%
Energy 4.4% 4.4%
Technology 2% 2%
Communication Services 1.4% 1.4%
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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