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:
Please Subscribe to see portfolio changes after 2014-09-30.

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:
TickerCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Averagedown Comment Current Shares
PAYX Paychex Inc 2012-03-31 Reduce$30.23 - $32.56
($29.62)
$ 46.356%Reduce -21.51%14,600
PG Procter & Gambl 2012-03-31 Add3.5%$62.77 - $67.9
($61.86)
$ 92.0549%Add 53.83%21,686,199
SYY Sysco Corp 2012-03-31 Add1.96%$28.91 - $30.9
($27.88)
$ 40.4745%Add 60.6%25,542,997
SPLS Staples Inc 2012-03-31 Buy 0.25%$14.42 - $16.84
($14.52)
$ 17.5521%New holding, 2235000 sh.2,235,000
COP Conocophillips 2012-03-31 Add0.2%$68.21 - $78.07
($68.34)
$ 70.984%Add 8.44%5,085,067
APOL Apollo Group 2012-03-31 Add0.37%$38.48 - $57.7
($45.72)
$ 34.17-25%Add 32.53%5,601,770
TSCDY Tesco Plc -adr 2012-03-31 Buy 0.02%$0.17 - $16.37
($12.17)
$ 8.64-29%New holding, 136500 sh.136,500
BAC Bank Of America Corp... 2011-12-31 Buy 0.25%$4.985 - $7.35
($5.94)
$ 17.62197%New holding, 5565000 sh.5,565,000
COV Covidien 2011-12-31 Add0.11%$38.4 - $43.94
($41.05)
$ 102.9151%Add 21.7%1,682,375
BK Bank Of New York Mel... 2011-12-31 Add0.19%$17.7 - $22.41
($19.64)
$ 40.85108%Add 17.26%7,676,150
STT State Street Corp. 2011-12-31 Buy 0.19%$30.38 - $42.01
($38.29)
$ 79.73108%New holding, 563000 sh.563,000
GS The Goldman Sachs Gr... 2011-12-31 Buy 0.5%$87.7 - $116.4
($97.5)
$ 193.2898%New holding, 674000 sh.674,000
BCR C.r. Bard Inc. 2011-12-31 Add1.91%$82.39 - $89.33
($85.89)
$ 169.597%Add 87.58%5,846,026
SYK Stryker Corp. 2011-12-31 Add0.45%$45.35 - $50.18
($48.28)
$ 94.7996%Add 24.12%5,556,837
BDX Becton Dickinson & C... 2011-12-31 Add0.27%$70.65 - $79.64
($73.74)
$ 139.8190%Add 26.62%2,057,366
MSFT Microsoft Corp. 2011-12-31 Add1.04%$24.3 - $27.31
($26.12)
$ 47.6682%Add 18.62%31,261,946
DNB Dun & Bradstreet Cor... 2011-12-31 Sold Out -0.02%$59.25 - $74.83
($67.26)
$ 12180%Sold Out0
VIAB Viacom 2011-12-31 Add0.3%$36.66 - $45.59
($42.67)
$ 75.9278%Add 9.96%8,763,145
NTRS Northern Trust Corp. 2011-12-31 Buy 0.18%$34.01 - $42.42
($38.46)
$ 67.375%New holding, 556000 sh.556,000
SPY Spdr S&p 500 Etf 2011-12-31 Buy 0.02%$109.93 - $128.6
($122.62)
$ 206.5268%New holding, 14375 sh.14,375
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


Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

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?
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