Donald Yacktman

Donald Yacktman

Last Update: 02-05-2016
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 46
Number of New Stocks: 1

Total Value: $13,206 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2015-12-31.

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

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 2015-12-31 Reduce-0.08%$51.26 - $55.97
($54.36)
$ 47.86-12%Reduce -9.68%2,118,631
WMT Wal-Mart Stores Inc 2015-12-31 Reduce-0.02%$56.42 - $66.93
($60.14)
$ 67.0011%Reduce -2.65%1,876,066
VIAB Viacom Inc 2015-12-31 Reduce-0.9%$39.06 - $53.11
($46.95)
$ 43.24-8%Reduce -38.34%5,122,201
UN Unilever NV 2015-12-31 Reduce-0.48%$41.12 - $46.04
($43.88)
$ 42.73-3%Reduce -42.83%2,397,533
USB U.S. Bancorp 2015-12-31 Reduce-0.49%$40.5 - $44.36
($42.79)
$ 40.09-6%Reduce -20.38%7,067,060
FOX Twenty-First Century Fox Inc 2015-12-31 Reduce-0.53%$27.23 - $31.5
($29.39)
$ 25.04-15%Reduce -9.19%29,361,821
FOXA Twenty-First Century Fox Inc 2015-12-31 Reduce-0.34%$27.07 - $31.28
($29.03)
$ 25.07-14%Reduce -4.78%38,669,101
TBBK The Bancorp Inc 2015-12-31 Reduce$6.37 - $8.08
($7.27)
$ 4.18-43%Reduce -16.15%109,000
SYY Sysco Corp 2015-12-31 Reduce-1.34%$39.4 - $41.79
($41.05)
$ 43.075%Reduce -20.32%20,571,055
SYK Stryker Corporation 2015-12-31 Reduce-0.67%$91.26 - $100.46
($95.72)
$ 96.911%Reduce -34.44%2,061,165
STT State Street Corp 2015-12-31 Reduce-0.12%$64.73 - $73.69
($69.5)
$ 54.42-22%Reduce -13.77%1,675,800
SPLS Staples Inc 2015-12-31 Reduce$9.39 - $13.37
($11.71)
$ 8.92-24%Reduce -1.00%2,232,400
PG Procter & Gamble Co 2015-12-31 Reduce-2.83%$72.42 - $80.99
($76.53)
$ 81.206%Reduce -21.51%21,858,570
PEP PepsiCo Inc 2015-12-31 Reduce-2.13%$94.16 - $103.08
($99.89)
$ 97.32-3%Reduce -19.30%14,361,804
ORCL Oracle Corp 2015-12-31 Reduce-0.83%$36.35 - $40.62
($38.22)
$ 35.70-7%Reduce -13.31%22,852,319
MOCO Mocon Inc 2015-12-31 Reduce$13.66 - $15.2
($14.29)
$ 13.59-5%Reduce -18.47%34,000
MSFT Microsoft Corp 2015-12-31 Reduce-1.21%$45.57 - $56.55
($52.81)
$ 50.16-5%Reduce -24.42%12,932,358
LANC Lancaster Colony Corp 2015-12-31 Reduce-0.07%$97.94 - $117.51
($109.9)
$ 96.86-12%Reduce -20.37%412,500
JNJ Johnson & Johnson 2015-12-31 Reduce-0.15%$93.42 - $105.25
($100.75)
$ 100.54-0%Reduce -3.23%7,316,129
INTC Intel Corp 2015-12-31 Reduce-0.07%$30.51 - $35.44
($33.89)
$ 29.04-14%Reduce -14.69%2,019,300
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
9.9% 9.8% 10.1%
» More Profile & Performance

Donald Yacktman's Current Portfolio:

Ticker Shares Value ($1000)
PG21,858,5701,735,789
PEP14,361,8041,435,031
FOXA38,669,1011,050,253
KO19,918,068855,680
SYY20,571,055843,413
CSCO31,043,403842,984
ORCL22,852,319834,795
FOX29,361,821799,522
JNJ7,316,129751,513
MSFT12,932,358717,487
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 47.7% 47.7%
Consumer Cyclical 15.8% 15.8%
Healthcare 11.7% 11.7%
Financial Services 6.6% 6.6%
Energy 4.2% 4.2%
Technology 1.5% 1.5%
Communication Services 0.9% 0.9%
Basic Materials 0% 0%
» More Sector Weightings

Donald Yacktman's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

User Comments

Scalett
ReplyScalett - 1 month ago
Fendi has Louis Vuitton handbagsrich http://www.buy-bags.co.uk history associated with it. And what achieve it in actuality appropriate and basic are its bright looks and breath-taking designs. There are aggregate of bodies who are admirers of Fendi is because of its appropriate and adapted looks.Coco Chanel wasn't abandoned actualization artist - your lover was the best faddy able known.Here shoppers can browse through http://papalote-sf.com/pages/chanel.php a avant-garde array of handbags
Gurufocus
ReplyGurufocus - 2 years 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 - 2 years 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 - 2 years 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 - 2 years ago
Please be more specific. After I open the hyperlink [www.gurufocus.com], where do I go ? What do I do?
Sm2200
ReplySm2200 - 2 years ago
What are the steps to select the above screen (UNDERVALUED STOCKS IN a GURUS PORTFOLIO ) for other gurus?

Select portfolio(s):

  • Loading...

Why you are interested?

Your selection and notes will be stored in your portfolio.

Login to add portfolio
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)
FEEDBACK