Donald Yacktman

Donald Yacktman

Last Update: 08-10-2015
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 48
Number of New Stocks: 0

Total Value: $18,742 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:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
KO Coca-Cola Co 2015-06-30 Reduce-1.57%$39.23 - $41.52
($40.67)
$ 39.16-4%Reduce 21.66%30,495,596
PEP PepsiCo Inc 2015-06-30 Reduce-1.38%$92.64 - $98.22
($95.56)
$ 92.13-4%Reduce 12.31%22,349,418
ANTM Anthem Inc 2015-06-30 Reduce-1.1%$150.93 - $171.04
($159.69)
$ 142.95-10%Reduce 58.40%1,103,020
ORCL Oracle Corporation 2015-06-30 Reduce-1%$40.3 - $44.91
($43.37)
$ 36.90-15%Reduce 14.29%30,055,101
CSCO Cisco Systems Inc 2015-06-30 Reduce-0.87%$27.13 - $29.76
($28.66)
$ 25.90-10%Reduce 14.05%42,100,813
MSFT Microsoft Corp 2015-06-30 Reduce-0.64%$40.29 - $49.16
($45.55)
$ 43.50-5%Reduce 15.81%18,129,351
SYK Stryker Corporation 2015-06-30 Reduce-0.63%$91.12 - $97.4
($94.72)
$ 96.682%Reduce 23.28%4,883,871
CMCSK Comcast Corp 2015-06-30 Reduce-0.53%$55.95 - $61.14
($58.34)
$ 57.37-2%Reduce 38.47%3,267,200
EBAY eBay Inc 2015-06-30 Reduce-0.47%$23.48 - $26.61
($24.94)
$ 27.048%Reduce 22.33%6,170,639
JNJ Johnson & Johnson 2015-06-30 Reduce-0.46%$97.46 - $103.96
($100.15)
$ 92.64-7%Reduce 11.75%7,441,948
USB U.S. Bancorp 2015-06-30 Reduce-0.45%$42.44 - $45.1
($43.71)
$ 41.44-5%Reduce 18.92%9,590,640
BCR CR Bard Inc 2015-06-30 Reduce-0.43%$165.24 - $176.25
($170.8)
$ 190.3911%Reduce 16.64%2,773,248
WMT Wal-Mart Stores Inc 2015-06-30 Reduce-0.4%$70.93 - $82.25
($76.58)
$ 64.86-15%Reduce 33.75%2,077,532
XOM Exxon Mobil Corporation 2015-06-30 Reduce-0.36%$82.82 - $89.11
($85.96)
$ 73.79-14%Reduce 13.24%6,002,640
CLX Clorox Co 2015-06-30 Reduce-0.19%$104.02 - $111.37
($107.94)
$ 111.343%Reduce 25.77%1,076,804
BK Bank of New York Mellon Corp 2015-06-30 Reduce-0.12%$40.21 - $43.95
($42.57)
$ 39.28-8%Reduce 8.81%6,881,548
CHRW CH Robinson Worldwide Inc 2015-06-30 Reduce-0.12%$61.64 - $73.22
($65.98)
$ 68.203%Reduce 6.20%5,462,748
GS Goldman Sachs Group Inc 2015-06-30 Reduce-0.1%$187.97 - $218.4
($203.51)
$ 185.06-9%Reduce 28.39%285,000
FOXA Twenty-First Century Fox Inc 2015-06-30 Reduce-0.09%$32.26 - $34.65
($33.62)
$ 26.87-20%Reduce 1.52%38,175,697
STT State Street Corp 2015-06-30 Reduce-0.08%$73.45 - $80.84
($77.8)
$ 71.45-8%Reduce 10.11%1,999,500
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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
13.9% 10.3% 10.9%
» More Profile & Performance

Donald Yacktman's Current Portfolio:

Ticker Shares Value ($1000)
PG28,638,8882,240,707
PEP22,349,4182,086,095
FOXA38,175,6971,242,428
SYY33,960,0321,225,957
ORCL30,055,1011,211,221
KO30,495,5961,196,342
CSCO42,100,8131,156,088
FOX28,311,645912,201
MSFT18,129,351800,411
JNJ7,441,948725,292
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 40.6% 40.6%
Consumer Cyclical 15.6% 15.6%
Healthcare 9.9% 9.9%
Financial Services 7.4% 7.4%
Energy 4.6% 4.6%
Technology 1.8% 1.8%
Communication Services 1% 1%
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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