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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Donald Yacktman Bought 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
FOX Twenty-First Century... 2014-09-30 Add0.58%$31.03 - $35.28
($33.73)
$ 35.154%Add 22.03%22,823,300
ORCL Oracle Corporation 2014-09-30 Add0.51%$38.44 - $41.9
($40.52)
$ 41.152%Add 11.61%30,927,060
PG Procter & Gamble Co 2014-09-30 Add0.26%$78.16 - $85.24
($82.03)
$ 88.88%Add 2.66%28,942,742
FOX Twenty-First Century... 2014-06-30 Add2.03%$30.77 - $35.36
($33.1)
$ 35.156%Add 356.65%18,702,500
PG Procter & Gamble Co 2014-06-30 Add0.54%$78.62 - $82.94
($80.67)
$ 88.810%Add 6.33%28,191,905
AVP Avon Products Inc 2014-06-30 Add0.12%$13.3 - $15.28
($14.42)
$ 9.82-32%Add 8.22%27,054,646
FOX Twenty-First Century... 2014-03-31 Add0.46%$30.21 - $35.04
($32.05)
$ 35.1510%Add 669.85%4,095,600
PEP PepsiCo Inc 2014-03-31 Add0.39%$77.1 - $83.5
($81.26)
$ 98.9322%Add 3.51%33,019,680
AVP Avon Products Inc 2014-03-31 Add0.37%$14.28 - $17.22
($15.44)
$ 9.82-36%Add 32.98%24,999,556
PG Procter & Gamble Co 2014-03-31 Add0.24%$75.7 - $82
($78.88)
$ 88.813%Add 2.73%26,514,685
KO Coca-Cola Co 2014-03-31 Add0.2%$37.1 - $41.31
($38.73)
$ 44.4315%Add 2.8%44,453,471
EBAY eBay Inc 2013-12-31 Add1.57%$48.76 - $55.63
($52.5)
$ 54.44%Add 479.59%8,259,107
PEP PepsiCo Inc 2013-12-31 Add1.35%$78.93 - $86.68
($83.09)
$ 98.9319%Add 14.18%31,899,219
CSCO Cisco Systems Inc 2013-12-31 Add1.13%$20.24 - $23.995
($22.1)
$ 27.2823%Add 24.23%62,455,320
KO Coca-Cola Co 2013-12-31 Add0.58%$37.05 - $41.09
($39.43)
$ 44.4313%Add 8.61%43,243,371
ORCL Oracle Corporation 2013-12-31 Add0.55%$32.19 - $37.99
($34.33)
$ 41.1520%Add 14.2%27,883,057
PG Procter & Gamble Co 2013-12-31 Add0.23%$75.65 - $85.41
($81.56)
$ 88.89%Add 2.79%25,808,953
FOX Twenty-First Century... 2013-12-31 Add0.02%$31.65 - $34.85
($33.32)
$ 35.156%Add 24.88%532,000
KO Coca-Cola Co 2013-09-30 Add1.97%$37.9 - $41.09
($39.54)
$ 44.4312%Add 41.66%39,816,732
PEP PepsiCo Inc 2013-09-30 Add1.77%$79.06 - $86.8
($82.22)
$ 98.9320%Add 21.71%27,937,091
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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
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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