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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
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
MSFT Microsoft Corporatio... 2013-03-31 Add1.7%$26.46 - $28.605
($27.67)
$ 34.8526%Add 38.51%41,348,690
KO Coca-Cola Co 2013-03-31 Add1.29%$36.25 - $40.69
($38.16)
$ 42.3411%Add 38.02%22,889,752
CHRW CH Robinson Worldwid... 2013-03-31 Add0.98%$55.98 - $67.92
($61.1)
$ 59.87-2%Add 451.45%3,914,775
JNJ Johnson & Johnson 2013-03-31 Add0.57%$70.1 - $81.53
($75.58)
$ 88.5917%Add 16.02%9,740,875
SIAL Sigma-Aldrich Corpor... 2013-03-31 Buy 0.5%$73.58 - $78.95
($77.07)
$ 84.279%New holding, 1244900 sh.1,244,900
SYY Sysco Corporation 2013-03-31 Add0.32%$30.88 - $35.17
($32.41)
$ 35.088%Add 6.23%30,394,044
BCR C.R. Bard, Inc. 2013-03-31 Add0.31%$97.74 - $103.51
($100.89)
$ 106.716%Add 8.23%8,012,992
XOM Exxon Mobil Corporat... 2013-03-31 Add0.26%$86.55 - $91.76
($89.32)
$ 92.84%Add 24.5%2,738,519
IBM International Busine... 2013-03-31 Sold Out $191.55 - $215.8
($202.75)
$ 208.653%Sold Out0
WFC Wells Fargo & Co 2013-03-31 Reduce$34.18 - $38.2
($35.63)
$ 40.6814%Reduce -23.81%19,200
LUK Leucadia National Co... 2013-03-31 Sold Out $23.145 - $27.43
($25.46)
$ 31.5724%Sold Out0
MKL Markel Corporation 2013-03-31 Sold Out $433.42 - $508.85
($482.44)
$ 53511%Sold Out0
TJX TJX Companies 2013-03-31 Sold Out $42.45 - $47.12
($44.9)
$ 51.7215%Sold Out0
AXP American Express Co 2013-03-31 Sold Out $57.48 - $67.46
($62.18)
$ 75.1121%Sold Out0
HRB H&R Block Inc 2013-03-31 Sold Out -0.95%$18.57 - $29.42
($23.95)
$ 29.6424%Sold Out0
BBRY Research in Motion L... 2013-03-31 Reduce-0.44%$11.47 - $17.9
($14.36)
$ 14.773%Reduce -51.64%5,829,632
CL Colgate-Palmolive Co... 2013-03-31 Reduce-0.12%$52.27 - $59.02
($55.58)
$ 61.5811%Reduce -20.27%770,000
LINTA Liberty Interactive ... 2013-03-31 Reduce-0.12%$19.68 - $21.92
($21.17)
$ 23.1910%Reduce -26.43%2,943,551
MDT Medtronic, Inc. 2013-03-31 Sold Out -0.1%$41.02 - $47.22
($45.42)
$ 52.3515%Sold Out0
BRK.A Berkshire Hathaway I... 2013-03-31 Reduce-0.07%$134060 - $156280
($148503)
$ 16918914%Reduce -73.45%30
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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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