Donald Yacktman

Donald Yacktman

Last Update: 2014-05-06
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 47
Number of New Stocks: 0

Total Value: $24,001 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-03-31.

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

Donald Yacktman Sold these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
MO Altria Group Inc 2014-03-31 Reduce$34 - $38.39
($36.4)
$ 42.818%Reduce -25.42%26,400
PM Philip Morris Intern... 2014-03-31 Reduce$75.39 - $87.13
($80.98)
$ 86.036%Reduce -23.26%29,689
GLW Corning Inc 2014-03-31 Reduce-0.54%$17.05 - $20.61
($18.71)
$ 22.0218%Reduce -49.5%7,283,861
FOXA Twenty-First Century... 2014-03-31 Reduce-0.54%$30.73 - $35.63
($32.76)
$ 35.9110%Reduce -6%58,629,098
BCR CR Bard Inc 2014-03-31 Reduce-0.51%$125.42 - $146.57
($137.91)
$ 145.816%Reduce -11.96%6,827,627
APOL Apollo Education Gro... 2014-03-31 Reduce-0.41%$26.89 - $35.24
($32.22)
$ 29.6-8%Reduce -49.03%3,802,335
HPQ Hewlett-Packard Co 2014-03-31 Reduce-0.21%$27.45 - $32.56
($29.5)
$ 33.6514%Reduce -30.65%4,061,279
MSFT Microsoft Corp 2014-03-31 Reduce-0.2%$34.98 - $40.5
($37.45)
$ 41.6711%Reduce -3.75%32,936,754
BDX Becton Dickinson & C... 2014-03-31 Reduce-0.2%$105.4 - $116.81
($112.45)
$ 119.476%Reduce -25.8%1,300,476
GS Goldman Sachs Group ... 2014-03-31 Reduce-0.19%$159.82 - $179.37
($168.61)
$ 164.67-2%Reduce -38.68%403,000
SYK Stryker Corporation 2014-03-31 Reduce-0.11%$74.63 - $83.35
($79.31)
$ 83.986%Reduce -3.05%11,592,319
TBBK The Bancorp Inc 2014-03-31 Reduce-0.02%$17.47 - $20.05
($18.83)
$ 11.8-37%Reduce -63.29%194,450
FOXA Twenty-First Century... 2013-12-31 Reduce-1.26%$32.2 - $35.18
($33.7)
$ 35.917%Reduce -11.85%62,371,951
BCR C.R. Bard, Inc. 2013-12-31 Reduce-1.09%$113.84 - $139.85
($132.09)
$ 145.8110%Reduce -21.46%7,755,464
NWSA News Corporation 2013-12-31 Reduce-0.71%$15.8 - $17.96
($17.27)
$ 18.226%Reduce -79.6%2,520,074
MSFT Microsoft Corporatio... 2013-12-31 Reduce-0.23%$33.01 - $38.94
($36.35)
$ 41.6715%Reduce -4.28%34,218,647
SYY Sysco Corporation 2013-12-31 Reduce-0.14%$31.16 - $37.62
($33.8)
$ 37.1210%Reduce -2.94%32,096,635
TBBK Bancorp, Inc. 2013-12-31 Reduce-0.02%$16.14 - $18.88
($17.49)
$ 11.8-32%Reduce -34.96%529,745
NWS News Corporation 2013-12-31 Reduce-0.01%$16.23 - $18.13
($17.46)
$ 17.671%Reduce -68.54%33,500
NWSA News Corporation 2013-09-30 Reduce-9.2%$14.67 - $17.105
($15.99)
$ 18.2214%Reduce -82.91%12,355,801
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)
PEP33,019,6802,757,140
PG26,514,6852,137,080
FOXA58,629,0981,874,370
KO44,453,4711,718,570
CSCO62,292,3071,395,970
MSFT32,936,7541,350,080
SYY31,945,0851,154,180
ORCL27,774,2011,136,240
BCR6,827,6271,010,350
SYK11,592,319944,426
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 38.3% 38.3%
Healthcare 15.2% 15.2%
Consumer Cyclical 14% 14%
Financial Services 6% 6%
Energy 4.8% 4.8%
Communication Services 1.7% 1.7%
Technology 1.4% 1.4%
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 - 9 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 - 9 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 - 9 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 - 9 months ago
Please be more specific. After I open the hyperlink [www.gurufocus.com], where do I go ? What do I do?
Sm2200
ReplySm2200 - 9 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
Email Hide