Donald Yacktman

Donald Yacktman

Last Update: 2014-02-18
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 51
Number of New Stocks: 1

Total Value: $24,372 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2013-12-31.

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

Donald Yacktman Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
CSCO Cisco Systems Inc. 2011-06-30 Add3.06%$14.84 - $18.07
($16.49)
$ 23.5243%Add 168.76%29,611,625
NWSA News Corp. 2011-06-30 Add1.47%$16.05 - $18.34
($17.23)
$ 17.01-1%Add 13.49%66,299,024
PG Procter & Gamble Co. 2011-06-30 Add1.22%$61.67 - $67.46
($64.73)
$ 81.2526%Add 19.45%11,231,508
MSFT Microsoft Corp. 2011-06-30 Add1.18%$23.705 - $26.71
($25.04)
$ 39.9960%Add 20.19%25,761,396
RIMM Research In Motion L... 2011-06-30 Buy 0.9%$25.89 - $56.59
($43.84)
$ 13.03-70%New holding, 2948575 sh.2,948,575
HPQ Hewlettpackard Co. 2011-06-30 Add0.83%$34.26 - $41.57
($38.09)
$ 31.77-17%Add 49.28%6,543,446
USB U.s. Bancorp 2011-06-30 Add0.82%$23.85 - $26.9
($25.17)
$ 40.6462%Add 39.83%10,719,059
XOM Exxon Mobil Corp. 2011-06-30 Add0.7%$76.78 - $87.98
($82.35)
$ 100.3722%Add 75.33%1,907,997
WMT Walmart Stores 2011-06-30 Add0.58%$52.13 - $56.06
($53.92)
$ 77.5644%Add 56.07%2,899,159
JNJ Johnson & Johnson 2011-06-30 Add0.5%$59.46 - $67.29
($64.8)
$ 100.1855%Add 13.75%5,935,688
SYY Sysco Corp. 2011-06-30 Add0.45%$27.88 - $32.65
($30.35)
$ 36.3820%Add 12.47%12,249,689
BCR C.r. Bard Inc. 2011-06-30 Add0.44%$99.88 - $112.91
($107.08)
$ 141.1132%Add 15.92%2,758,705
APOL Apollo Group Inc. 2011-06-30 Add0.41%$38.68 - $46.9
($41.62)
$ 28.41-32%Add 28.46%3,996,418
PEP Pepsico Inc. 2011-06-30 Add0.34%$65.09 - $71.78
($68.83)
$ 85.1424%Add 3.11%15,107,709
KO Cocacola Co. 2011-06-30 Add0.2%$32.47 - $34.23
($33.42)
$ 40.7122%Add 4.3%6,984,422
BK Bank Of New York Mel... 2011-06-30 Add0.2%$24.48 - $30.41
($27.88)
$ 33.7521%Add 48.49%2,298,814
VIAB Viacom 2011-06-30 Add0.18%$47.03 - $51.6
($49.03)
$ 84.0171%Add 4.41%7,722,965
COP Conocophillips 2011-06-30 Add0.16%$70.57 - $81.21
($74.54)
$ 74.170%Add 5.08%4,292,149
PFE Pfizer Inc. 2011-06-30 Add0.11%$19.79 - $21.45
($20.59)
$ 3151%Add 2.77%17,964,370
BDX Becton Dickinson & C... 2011-06-30 Add0.1%$80.39 - $89.58
($85.4)
$ 114.1934%Add 8.25%1,467,761
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)
PEP31,899,2192,645,720
FOXA62,371,9512,194,240
PG25,808,9532,101,110
KO43,243,3711,786,380
CSCO62,455,3201,402,120
MSFT34,218,6471,280,800
SYY32,096,6351,158,690
ORCL27,883,0571,066,810
BCR7,755,4641,038,770
SYK11,957,213898,465
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 37.7% 37.7%
Consumer Cyclical 14.9% 14.9%
Healthcare 14.8% 14.8%
Financial Services 5.9% 5.9%
Energy 4.8% 4.8%
Communication Services 1.7% 1.7%
Technology 1.6% 1.6%
Basic Materials 0.9% 0.9%
» More Sector Weightings

Donald Yacktman's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

Gurufocus
ReplyGurufocus - 6 months 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 - 6 months 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 - 6 months 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 - 6 months ago
Please be more specific. After I open the hyperlink [www.gurufocus.com], where do I go ? What do I do?
Sm2200
ReplySm2200 - 6 months ago
What are the steps to select the above screen (UNDERVALUED STOCKS IN a GURUS PORTFOLIO ) for other gurus?
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Hide