Donald Yacktman

Donald Yacktman

Last Update: 2014-08-04
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 47
Number of New Stocks: 1

Total Value: $24,593 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-06-30.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Donald Yacktman Latest Trades these stocks:



View:
TickerCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Averagedown Comment Current Shares
CLX Clorox Co. 2011-12-31 Add0.13%$63.71 - $69.56
($65.91)
$ 88.8835%Add 7.96%3,064,294
LANC Lancaster Colony Cor... 2011-12-31 Reduce-0.2%$59.46 - $71.36
($66.62)
$ 88.0532%Reduce -39.86%478,700
PG Procter & Gamble Co. 2011-12-31 Add0.79%$61 - $66.97
($64.24)
$ 83.3130%Add 11.45%14,097,738
KO Cocacola Co. 2011-12-31 Add0.15%$32.37 - $35.08
($33.67)
$ 41.624%Add 3.79%6,981,211
COP Conocophillips 2011-12-31 Add0.16%$60.99 - $72.94
($69.61)
$ 81.0316%Add 5.94%4,689,182
NWSA News Corp. 2011-12-31 Add0.56%$15.01 - $17.87
($16.96)
$ 17.684%Add 4.97%80,909,148
NWS News Corp. 2011-12-31 Add$15.21 - $18.23
($17.29)
$ 17.290%Add 24.5%99,600
AVP Avon Products Inc. 2011-12-31 Add1.35%$16.09 - $23.85
($18.64)
$ 14.21-24%Add 157.64%15,483,554
RIMM Research In Motion L... 2011-12-31 Add0.71%$12.52 - $24.42
($18.88)
$ 13.03-31%Add 178.78%9,606,454
HRB H&r Block Inc 2011-09-30 Add0.11%$12.73 - $16.37
($14.41)
$ 33.84135%Add 6.34%13,100,246
BK Bank Of New York Mel... 2011-09-30 Add0.8%$18.52 - $26.39
($22.12)
$ 39.1777%Add 184.76%6,546,075
MSFT Microsoft Corp. 2011-09-30 Add0.15%$24.05 - $28.08
($26.18)
$ 44.8771%Add 2.3%26,354,570
JNS Janus Capital Group ... 2011-09-30 Buy 0.28%$5.92 - $10.12
($7.53)
$ 12.262%New holding, 4538000 sh.4,538,000
SYK Stryker Corp 2011-09-30 Add1.09%$43.8 - $60.6
($51.27)
$ 82.3361%Add 103.7%4,476,966
JNJ Johnson & Johnson 2011-09-30 Add0.32%$60.2 - $67.92
($64.79)
$ 103.2259%Add 8.26%6,426,015
CSCO Cisco Systems Inc. 2011-09-30 Add0.37%$13.73 - $16.67
($15.71)
$ 24.858%Add 7.91%31,952,707
PFE Pfizer Inc 2011-09-30 Add0.12%$16.66 - $20.78
($18.73)
$ 29.4957%Add 3.59%18,609,368
BCR Bard C R Inc /nj/ 2011-09-30 Add0.32%$85.81 - $113.32
($96.51)
$ 148.6154%Add 12.97%3,116,505
WMT Wal Mart Stores Inc 2011-09-30 Add0.21%$48.41 - $54.52
($52.41)
$ 75.8545%Add 13.48%3,290,063
BDX Becton Dickinson & C... 2011-09-30 Add0.12%$73.25 - $89.74
($80.85)
$ 116.8444%Add 10.7%1,624,871
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)
PEP31,517,9962,815,820
PG28,191,9052,215,600
KO44,378,9061,879,890
CSCO62,285,6491,547,800
FOXA44,223,5251,554,460
MSFT32,936,7871,373,460
SYY31,935,6851,195,990
ORCL27,710,0051,123,090
BCR6,701,207958,340
JNJ9,045,902946,382
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 38.7% 38.7%
Consumer Cyclical 14.4% 14.4%
Healthcare 13.8% 13.8%
Financial Services 5.8% 5.8%
Energy 5% 5%
Communication Services 1.9% 1.9%
Technology 1.7% 1.7%
Basic Materials 1% 1%
» More Sector Weightings

Donald Yacktman's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

Gurufocus
ReplyGurufocus - 10 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 - 10 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 - 10 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 - 10 months ago
Please be more specific. After I open the hyperlink [www.gurufocus.com], where do I go ? What do I do?
Sm2200
ReplySm2200 - 10 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