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Donald Yacktman

Donald Yacktman

Last Update: 2013-05-03

Number of Stocks: 52
Number of New Stocks: 1

Total Value: $19,520 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2013-03-31.

Plans start from as little as $299/year. 7-Day FREE TRIAL

Donald Yacktman Latest Trades :



TickerCompanyDate Action
Impactup Price Range
(Average)*
Current Price Change from Average Comment Current Shares
XOM Exxon Mobil Corp. 2009-12-31 Add0.04%$66.58 - $76.47
($72.11)
$ 91.5327%Add 58.57%33,300
EXC Exelon Corp. 2009-12-31 Buy 0.06%$46.07 - $51.61
($48.64)
$ 34.65-29%New holding, 26900 sh.26,900
HRB H&R Block Inc. 2009-12-31 Add0.23%$18.06 - $22.65
($19.93)
$ 29.1946%Add 12.42%2,099,649
LANC Lancaster Colony Cor... 2009-12-31 Add0.24%$47.72 - $51.4
($49.35)
$ 83.1869%Add 20.21%671,531
BK BANK OF NY MELLON CP 2009-12-31 Buy 0.36%$25.84 - $29.67
($27.3)
$ 29.518%New holding, 300178 sh.300,178
UNH UnitedHealth Group I... 2009-12-31 Add0.44%$24.04 - $32.32
($28.33)
$ 62.06119%Add 21.48%1,871,509
WMT WalMart Stores Inc. 2009-12-31 Add0.47%$49.06 - $54.96
($52.56)
$ 77.3147%Add 91.79%429,141
PG The Procter & Gamble... 2009-12-31 Add0.57%$56.68 - $63.19
($60.6)
$ 81.8835%Add 14.07%1,768,400
USB U.S. Bancorp 2009-12-31 Add0.64%$21.23 - $25.35
($23.3)
$ 35.4152%Add 42.54%2,200,958
PFE Pfizer Inc 2009-12-31 Add0.75%$16.15 - $18.85
($17.82)
$ 29.0463%Add 14.56%7,487,745
COP ConocoPhillips 2009-12-31 Add1.03%$46.8 - $53.84
($51.35)
$ 62.5322%Add 24.89%2,347,570
JNJ Johnson & Johnson 2009-12-31 Add1.36%$58.93 - $64.96
($62.28)
$ 86.8239%Add 81.5%1,082,454
CMCSK Comcast Corp. Specia... 2009-12-31 Add1.78%$13.6 - $16.85
($15.05)
$ 40.08166%Add 58.04%7,000,290
KO The CocaCola Company 2009-12-31 Add1.88%$26.56 - $29.56
($28.08)
$ 42.2450%Add 29.37%3,357,890
NWSA News Corp. 2009-12-31 Add2.61%$11.27 - $13.97
($12.39)
$ 33.09167%Add 35%16,982,915
PEP PepsiCo Inc. 2009-12-31 Add3.98%$59.48 - $64.23
($61.59)
$ 82.5834%Add 66.98%3,772,950
CLX The Clorox Company 2009-12-31 Add4.1%$56.89 - $62.66
($60.13)
$ 86.6144%Add 3424.7%1,598,063
MKL Markel Corp. 2009-12-31 Reduce$318.05 - $343.85
($333.26)
$ 533.0160%Reduce -35.71%900
AVF AMERICAN INTERNATION... 2009-12-31 Sold Out -0.01%$13.63 - $16.05
($14.82)
$ 1.24-92%Sold Out0
CTAS Cintas Corp. 2009-12-31 Reduce-0.02%$26.11 - $29.73
($28.62)
$ 44.9857%Reduce -55.15%27,000
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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
9.7% 10.6% 10.1%
» More Profile & Performance

Donald Yacktman's Current Portfolio:

Ticker Shares Value ($1000)
NWSA75,774,2702,312,630
PG26,537,4232,044,970
PEP23,044,8121,823,080
MSFT41,348,6901,182,990
CSCO52,439,2201,096,500
SYY30,394,0441,068,960
KO22,889,752925,662
BCR8,012,992807,549
JNJ9,740,875794,174
SYK12,069,183787,394
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 37.7% 37.7%
Healthcare 18% 18%
Consumer Cyclical 16.1% 16.1%
Financial Services 5.5% 5.5%
Energy 3.3% 3.3%
Communication Services 1.8% 1.8%
Technology 1.2% 1.2%
Basic Materials 0.5% 0.5%
» More Sector Weightings

Donald Yacktman's News:

» More Related News


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