Donald Yacktman

Donald Yacktman

Last Update: 08-03-2017
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 44
Number of New Stocks: 4

Total Value: $10,275 Mil
Q/Q Turnover: 2%

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
CTSH Cognizant Technology Solutions Corp 2017-06-30 Buy 0.87%USD 57.78 - USD 67.91
(USD 63.35)
USD 74.1717%New holding1,344,261
INFY Infosys Ltd 2017-06-30 Buy 0.56%$14.34 - $15.8
($14.99)
$ 14.62-2%New holding3,846,371
FOX Twenty-First Century Fox Inc 2017-06-30 Add0.19%$26.53 - $31.78
($28.42)
$ 26.10-8%Add 2.67%27,294,255
ABBV AbbVie Inc 2017-06-30 Buy $63.45 - $73.18
($67.13)
$ 91.0436%New holding2,800
MMM 3M Co 2017-06-30 Buy $188.65 - $213.36
($199.74)
$ 218.7210%New holding1,000
SPLS Staples Inc 2017-06-30 Add$8.66 - $10.08
($9.32)
$ 10.2510%Add 0.23%2,225,000
FOX Twenty-First Century Fox Inc 2017-03-31 Add0.05%$28 - $31.82
($30.05)
$ 26.10-13%Add 0.59%26,584,495
CL Colgate-Palmolive Co 2017-03-31 Add0.02%$64.53 - $74.44
($70)
$ 75.758%Add 2.27%1,365,300
ESRX Express Scripts Holding Co 2017-03-31 Buy 0.01%$63.84 - $73.16
($68.81)
$ 56.81-17%New holding15,200
UN Unilever NV 2016-12-31 Add0.43%$38.66 - $46.43
($41.38)
$ 61.1848%Add 50.68%3,472,912
SPY SPDR S&P 500 2016-12-31 Buy 0.02%$208.55 - $227.76
($218.6)
$ 255.2917%New holding10,380
RDI Reading International Inc 2016-12-31 Add$12.59 - $16.88
($14.64)
$ 16.0710%Add 29.91%24,000
FOXA Twenty-First Century Fox Inc 2016-09-30 Add1.59%$23.57 - $28.12
($25.57)
$ 26.694%Add 18.80%47,597,094
BAC Bank of America Corporation 2016-09-30 Add$12.74 - $16.19
($14.89)
$ 26.2476%Add 0.61%2,800,000
BRK.B Berkshire Hathaway Inc 2016-09-30 Add$141.91 - $150.72
($146.25)
$ 187.9629%Add 2.20%23,279
CL Colgate-Palmolive Co 2016-09-30 Add$70.86 - $75.27
($73.92)
$ 75.752%Add 0.27%1,355,000
COP ConocoPhillips 2016-09-30 Add$39.01 - $43.8
($41.55)
$ 49.7220%Add 0.05%4,305,229
RDI Reading International Inc 2016-09-30 Buy $12.07 - $13.83
($13.26)
$ 16.0721%New holding18,474
SPLS Staples Inc 2016-09-30 Add$8.31 - $9.36
($8.8)
$ 10.2516%Add 0.12%2,255,000
WFC Wells Fargo & Co 2016-09-30 Add$44.28 - $50.8
($47.85)
$ 53.8012%Add 0.37%2,135,604
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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.
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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
10.7% 9.4% 10.2%
» More Profile & Performance

Donald Yacktman's Current Portfolio:

Ticker Shares Value ($1000)
PG15,456,6961,347,051
FOXA35,691,0871,011,485
PEP8,069,108931,901
ORCL15,353,537769,826
FOX27,294,255760,691
JNJ5,675,362750,794
KO16,332,432732,510
CSCO22,611,331707,735
MSFT8,754,583603,453
SYY10,972,313552,236
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 37.2% 37.2%
Consumer Cyclical 17.6% 17.6%
Healthcare 10.2% 10.2%
Financial Services 7% 7%
Energy 3.4% 3.4%
Communication Services 0.8% 0.8%
Technology 0.6% 0.6%
» More Sector Weightings

Donald Yacktman's News:

» More Related News


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