Donald Yacktman

Donald Yacktman

Last Update: 2014-08-04
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 47
Number of New Stocks: 1

Total Value: $24,593 Mil
Q/Q Turnover: 3%

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
FOXA Twenty-First Century... 2014-06-30 Reduce-1.92%$31.65 - $36.21
($33.99)
$ 32.63-4%Reduce -24.57%44,223,525
SYK Stryker Corporation 2014-06-30 Reduce-0.48%$76.72 - $86.08
($81.62)
$ 81.11-1%Reduce -12.19%10,178,928
PEP PepsiCo Inc 2014-06-30 Reduce-0.52%$82.59 - $90.1
($86.31)
$ 92.487%Reduce -4.55%31,517,996
LINTA Liberty Interactive ... 2014-06-30 Reduce-0.18%$28.04 - $30.28
($29.04)
$ 27.67-5%Reduce -50%2,941,301
JNJ Johnson & Johnson 2014-06-30 Reduce-0.21%$96.54 - $105.76
($101.02)
$ 103.63%Reduce -5.5%9,045,902
GLW Corning Inc 2014-06-30 Reduce-0.24%$20.38 - $22
($21.2)
$ 18.4-13%Reduce -38.04%4,513,066
FOXA Twenty-First Century... 2014-03-31 Reduce-0.54%$30.73 - $35.63
($32.76)
$ 32.630%Reduce -6%58,629,098
TBBK The Bancorp Inc 2014-03-31 Reduce-0.02%$17.47 - $20.05
($18.83)
$ 8.64-54%Reduce -63.29%194,450
SYK Stryker Corporation 2014-03-31 Reduce-0.11%$74.63 - $83.35
($79.31)
$ 81.112%Reduce -3.05%11,592,319
PM Philip Morris Intern... 2014-03-31 Reduce$75.39 - $87.13
($80.98)
$ 83.393%Reduce -23.26%29,689
MSFT Microsoft Corp 2014-03-31 Reduce-0.2%$34.98 - $40.5
($37.45)
$ 45.7622%Reduce -3.75%32,936,754
HPQ Hewlett-Packard Co 2014-03-31 Reduce-0.21%$27.45 - $32.56
($29.5)
$ 34.116%Reduce -30.65%4,061,279
GS Goldman Sachs Group ... 2014-03-31 Reduce-0.19%$159.82 - $179.37
($168.61)
$ 181.157%Reduce -38.68%403,000
BCR CR Bard Inc 2014-03-31 Reduce-0.51%$125.42 - $146.57
($137.91)
$ 142.934%Reduce -11.96%6,827,627
GLW Corning Inc 2014-03-31 Reduce-0.54%$17.05 - $20.61
($18.71)
$ 18.4-2%Reduce -49.5%7,283,861
BDX Becton Dickinson & C... 2014-03-31 Reduce-0.2%$105.4 - $116.81
($112.45)
$ 113.351%Reduce -25.8%1,300,476
APOL Apollo Education Gro... 2014-03-31 Reduce-0.41%$26.89 - $35.24
($32.22)
$ 25.21-22%Reduce -49.03%3,802,335
MO Altria Group Inc 2014-03-31 Reduce$34 - $38.39
($36.4)
$ 45.2824%Reduce -25.42%26,400
FOXA Twenty-First Century... 2013-12-31 Reduce-1.26%$32.2 - $35.18
($33.7)
$ 32.63-3%Reduce -11.85%62,371,951
SYY Sysco Corporation 2013-12-31 Reduce-0.14%$31.16 - $37.62
($33.8)
$ 37.1510%Reduce -2.94%32,096,635
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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)
PEP31,517,9962,815,820
PG28,191,9052,215,600
KO44,378,9061,879,890
CSCO62,285,6491,547,800
FOXA44,223,5251,554,460
MSFT32,936,7871,373,460
SYY31,935,6851,195,990
ORCL27,710,0051,123,090
BCR6,701,207958,340
JNJ9,045,902946,382
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 38.7% 38.7%
Consumer Cyclical 14.4% 14.4%
Healthcare 13.8% 13.8%
Financial Services 5.8% 5.8%
Energy 5% 5%
Communication Services 1.9% 1.9%
Technology 1.7% 1.7%
Basic Materials 1% 1%
» More Sector Weightings

Donald Yacktman's News:

» More Related News


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User Comments

Gurufocus
ReplyGurufocus - 11 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 - 11 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 - 11 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 - 11 months ago
Please be more specific. After I open the hyperlink [www.gurufocus.com], where do I go ? What do I do?
Sm2200
ReplySm2200 - 11 months ago
What are the steps to select the above screen (UNDERVALUED STOCKS IN a GURUS PORTFOLIO ) for other gurus?
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