Donald Yacktman

Donald Yacktman

Last Update: 2014-11-10
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 51
Number of New Stocks: 6

Total Value: $23,954 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:
TickerupCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
CSCO Cisco Systems, Inc. 2012-06-30 Add1.38%$15.99 - $21.18
($18.06)
$ 27.7754%Add 37.04%46,002,230
EXC Exelon Corporation 2012-06-30 Sold Out -0.01%$36.31 - $39.28
($37.85)
$ 37.61-1%Sold Out0
JNJ Johnson & Johnso... 2012-06-30 Add0.26%$61.94 - $67.65
($64.35)
$ 105.5564%Add 7.77%8,092,590
NWSA News Corp 2012-06-30 Add0.54%$18.4 - $22.15
($19.62)
$ 15.22-22%Add 4.81%80,823,447
PAYX Paychex, Inc. 2012-06-30 Sold Out -0.0031%$29.2 - $32.49
($30.75)
$ 46.351%Sold Out0
PG The Procter & Ga... 2012-06-30 Add2.31%$59.21 - $67.73
($63.84)
$ 92.0544%Add 26.64%27,464,378
RIMM Research In Motion L... 2012-06-30 Add0.08%$7.79 - $14.63
($11.63)
$ 13.0312%Add 16.49%11,244,486
SYY Sysco Corporation 2012-06-30 Add0.5%$27.28 - $29.94
($28.61)
$ 40.4742%Add 10.05%28,109,748
TJX The Tjx Companies, I... 2012-06-30 Reduce$39.31 - $43.45
($41.33)
$ 66.0860%Reduce -20.49%15,526
VIA Viacom, Inc. 2012-06-30 Reduce$50 - $53.87
($51.47)
$ 76.0348%Reduce -13.65%18,975
APOL Apollo Group 2012-03-31 Add0.37%$38.48 - $57.7
($45.72)
$ 34.17-25%Add 32.53%5,601,770
BCR Bard C R Inc 2012-03-31 Add0.62%$85.45 - $99.67
($85.99)
$ 169.597%Add 15.68%6,762,949
CLX Clorox Co 2012-03-31 Add1.16%$67.1 - $70.24
($63.2)
$ 104.4165%Add 80.23%5,522,680
COP Conocophillips 2012-03-31 Add0.2%$68.21 - $78.07
($68.34)
$ 70.984%Add 8.44%5,085,067
GLW Corning Inc 2012-03-31 Add0.14%$12.61 - $14.62
($12.83)
$ 22.6677%Add 11.83%13,206,404
JNJ Johnson & Johns 2012-03-31 Add0.36%$64.3 - $65.91
($61.16)
$ 105.5573%Add 11.89%7,508,940
PAYX Paychex Inc 2012-03-31 Reduce$30.23 - $32.56
($29.62)
$ 46.356%Reduce -21.51%14,600
PEP Pepsico Inc 2012-03-31 Add1.06%$62.28 - $66.76
($60.84)
$ 95.4457%Add 10.9%23,944,950
PG Procter & Gambl 2012-03-31 Add3.5%$62.77 - $67.9
($61.86)
$ 92.0549%Add 53.83%21,686,199
SPLS Staples Inc 2012-03-31 Buy 0.25%$14.42 - $16.84
($14.52)
$ 17.5521%New holding, 2235000 sh.2,235,000
Premium Real Time Picks are included for Premium Members only!!
*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
22.4% 10.2% 10.9%
» More Profile & Performance

Donald Yacktman's Current Portfolio:

Ticker Shares Value ($1000)
PEP29,207,3692,718,910
PG28,942,7422,423,660
KO42,906,0571,830,370
CSCO61,101,9621,537,940
FOXA41,664,4841,428,680
MSFT28,228,5871,308,680
SYY31,713,0721,203,510
ORCL30,927,0601,183,890
BCR6,443,334919,528
JNJ8,651,258922,138
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 39.3% 39.3%
Consumer Cyclical 14.5% 14.5%
Healthcare 13.5% 13.5%
Financial Services 5.6% 5.6%
Energy 4.7% 4.7%
Technology 1.8% 1.8%
Communication Services 1.4% 1.4%
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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