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 Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanydownDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
WFC Wells Fargo & Co 2014-09-30 Reduce-0.31%$49.7 - $53.36
($51.41)
$ 55.288%Reduce -34.1%2,805,725
FOXA Twenty-First Century... 2014-09-30 Reduce-0.36%$31.3 - $36.3
($34.57)
$ 38.8912%Reduce -5.79%41,664,484
SYK Stryker Corporation 2014-09-30 Reduce-0.2%$79.25 - $85.63
($82.24)
$ 95.6416%Reduce -5.72%9,596,895
SIAL Sigma-Aldrich Corp 2014-09-30 Reduce-0.25%$100.42 - $136.77
($105.88)
$ 137.2130%Reduce -25.49%1,786,911
REXI Resource America Inc 2014-09-30 Reduce-0.01%$9.1 - $9.87
($9.41)
$ 9.09-3%Reduce -28.52%972,176
PEP PepsiCo Inc 2014-09-30 Reduce-0.84%$88.1 - $93.79
($91.3)
$ 97.056%Reduce -7.33%29,207,369
MSFT Microsoft Corp 2014-09-30 Reduce-0.8%$41.67 - $47.52
($44.65)
$ 47.887%Reduce -14.29%28,228,587
JNJ Johnson & Johnson 2014-09-30 Reduce-0.17%$99.82 - $108.64
($103.64)
$ 105.061%Reduce -4.36%8,651,258
BCR CR Bard Inc 2014-09-30 Reduce-0.15%$142.3 - $153.13
($147.81)
$ 168.414%Reduce -3.85%6,443,334
CMCSK Comcast Corp 2014-09-30 Reduce-0.52%$52.6 - $56.91
($54.59)
$ 58.096%Reduce -27.16%6,219,550
KO Coca-Cola Co 2014-09-30 Reduce-0.25%$39.18 - $42.43
($41.31)
$ 42.964%Reduce -3.32%42,906,057
CLX Clorox Co 2014-09-30 Reduce-0.35%$86.39 - $97.23
($90.32)
$ 105.6517%Reduce -16.9%4,675,497
CSCO Cisco Systems Inc 2014-09-30 Reduce-0.12%$24.43 - $25.98
($25.15)
$ 28.3513%Reduce -1.9%61,101,962
APOL Apollo Education Gro... 2014-09-30 Reduce-0.17%$25.005 - $32.02
($27.78)
$ 33.9422%Reduce -35.7%2,412,959
FOXA Twenty-First Century... 2014-06-30 Reduce-1.92%$31.65 - $36.21
($33.99)
$ 38.8914%Reduce -24.57%44,223,525
SYK Stryker Corporation 2014-06-30 Reduce-0.48%$76.72 - $86.08
($81.62)
$ 95.6417%Reduce -12.19%10,178,928
PEP PepsiCo Inc 2014-06-30 Reduce-0.52%$82.59 - $90.1
($86.31)
$ 97.0512%Reduce -4.55%31,517,996
QVCA Liberty Interactive ... 2014-06-30 Reduce-0.18%$28.04 - $30.28
($29.04)
$ 29.311%Reduce -50%2,941,301
JNJ Johnson & Johnson 2014-06-30 Reduce-0.21%$96.54 - $105.76
($101.02)
$ 105.064%Reduce -5.5%9,045,902
GLW Corning Inc 2014-06-30 Reduce-0.24%$20.38 - $22
($21.2)
$ 23.3210%Reduce -38.04%4,513,066
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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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