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Yacktman Asset Management Buys Sysco Corp, Macy's Inc, Fox Corp, Sells Procter & Gamble Co, Coca-Cola Co, PepsiCo Inc

Investment company Yacktman Asset Management (Current Portfolio) buys Sysco Corp, Macy's Inc, Fox Corp, Huntsman Corp, MSC Industrial Direct Co Inc, sells Procter & Gamble Co, Coca-Cola Co, PepsiCo Inc, Johnson & Johnson, Oracle Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Yacktman Asset Management. As of 2020Q1, Yacktman Asset Management owns 57 stocks with a total value of $6 billion. These are the details of the buys and sells.

For the details of Yacktman Asset Management's stock buys and sells,

go to https://www.gurufocus.com/guru/yacktman+asset+management/current-portfolio/portfolioThese are the top 5 holdings of Yacktman Asset Management
  1. PepsiCo Inc (PEP) - 3,381,631 shares, 6.73% of the total portfolio. Shares reduced by 23.92%
  2. Johnson & Johnson (JNJ) - 2,921,632 shares, 6.35% of the total portfolio. Shares reduced by 21.47%
  3. Microsoft Corp (MSFT) - 2,349,198 shares, 6.14% of the total portfolio. Shares reduced by 10.05%
  4. Procter & Gamble Co (PG) - 3,189,742 shares, 5.82% of the total portfolio. Shares reduced by 35.94%
  5. The Walt Disney Co (DIS) - 3,621,364 shares, 5.80% of the total portfolio. Shares reduced by 4.37%
New Purchase: Huntsman Corp (HUN)


Yacktman Asset Management initiated holding in Huntsman Corp. The purchase prices were between $12.87 and $24.16, with an estimated average price of $19.65. The stock is now traded at around $15.17. The impact to a portfolio due to this purchase was 1.6%. The holding were 6,704,701 shares as of . New Purchase: Ralph Lauren Corp (RL)


Yacktman Asset Management initiated holding in Ralph Lauren Corp. The purchase prices were between $65.4 and $123.69, with an estimated average price of $105.74. The stock is now traded at around $71.36. The impact to a portfolio due to this purchase was 0.83%. The holding were 748,053 shares as of . New Purchase: First Hawaiian Inc (FHB)


Yacktman Asset Management initiated holding in First Hawaiian Inc. The purchase prices were between $15.68 and $30.87, with an estimated average price of $25.45. The stock is now traded at around $16.91. The impact to a portfolio due to this purchase was 0.78%. The holding were 2,837,674 shares as of . New Purchase: Qurate Retail Inc (QRTEA)


Yacktman Asset Management initiated holding in Qurate Retail Inc. The purchase prices were between $4.25 and $9.82, with an estimated average price of $7.43. The stock is now traded at around $7.86. The impact to a portfolio due to this purchase was 0.59%. The holding were 5,834,426 shares as of . New Purchase: News Corp (NWS)


Yacktman Asset Management initiated holding in News Corp. The purchase prices were between $8.14 and $15.25, with an estimated average price of $12.96. The stock is now traded at around $9.80. The impact to a portfolio due to this purchase was 0.15%. The holding were 993,851 shares as of . New Purchase: Waddell & Reed Financial Inc (WDR)


Yacktman Asset Management initiated holding in Waddell & Reed Financial Inc. The purchase prices were between $10.76 and $17.27, with an estimated average price of $14.99. The stock is now traded at around $13.95. The impact to a portfolio due to this purchase was 0.08%. The holding were 450,000 shares as of . Added: Sysco Corp (SYY)
Yacktman Asset Management added to a holding in Sysco Corp by 61.89%. The purchase prices were between $31.24 and $85.54, with an estimated average price of $69.79. The stock is now traded at around $53.26. The impact to a portfolio due to this purchase was 1.78%. The holding were 6,157,606 shares as of . Added: Macy's Inc (M)
Yacktman Asset Management added to a holding in Macy's Inc by 85.94%. The purchase prices were between $4.81 and $18.1, with an estimated average price of $13.72. The stock is now traded at around $5.17. The impact to a portfolio due to this purchase was 1.71%. The holding were 45,455,249 shares as of . Added: Fox Corp (FOXA)
Yacktman Asset Management added to a holding in Fox Corp by 102.91%. The purchase prices were between $20.2 and $39.34, with an estimated average price of $33.14. The stock is now traded at around $24.74. The impact to a portfolio due to this purchase was 1.67%. The holding were 8,390,515 shares as of . Added: MSC Industrial Direct Co Inc (MSM)
Yacktman Asset Management added to a holding in MSC Industrial Direct Co Inc by 730.32%. The purchase prices were between $46.7 and $78.77, with an estimated average price of $66.31. The stock is now traded at around $57.81. The impact to a portfolio due to this purchase was 1.23%. The holding were 1,530,910 shares as of . Added: Cognizant Technology Solutions Corp (CTSH)
Yacktman Asset Management added to a holding in Cognizant Technology Solutions Corp by 58.63%. The purchase prices were between $41.61 and $71.42, with an estimated average price of $59.81. The stock is now traded at around $55.66. The impact to a portfolio due to this purchase was 1.22%. The holding were 4,292,640 shares as of . Added: Wells Fargo & Co (WFC)
Yacktman Asset Management added to a holding in Wells Fargo & Co by 118.68%. The purchase prices were between $25.25 and $53.8, with an estimated average price of $42.87. The stock is now traded at around $27.13. The impact to a portfolio due to this purchase was 1.14%. The holding were 4,411,864 shares as of . Sold Out: America's Car-Mart Inc (CRMT)
Yacktman Asset Management sold out a holding in America's Car-Mart Inc. The sale prices were between $38.5 and $129.7, with an estimated average price of $98.51. Sold Out: C.H. Robinson Worldwide Inc (CHRW)
Yacktman Asset Management sold out a holding in C.H. Robinson Worldwide Inc. The sale prices were between $60.11 and $84.1, with an estimated average price of $72.11. Reduced: Procter & Gamble Co (PG)
Yacktman Asset Management reduced to a holding in Procter & Gamble Co by 35.94%. The sale prices were between $97.7 and $127.14, with an estimated average price of $120.29. The stock is now traded at around $115.45. The impact to a portfolio due to this sale was -2.83%. Yacktman Asset Management still held 3,189,742 shares as of . Reduced: Coca-Cola Co (KO)
Yacktman Asset Management reduced to a holding in Coca-Cola Co by 32.68%. The sale prices were between $37.56 and $60.13, with an estimated average price of $54.17. The stock is now traded at around $44.89. The impact to a portfolio due to this sale was -2.15%. Yacktman Asset Management still held 6,337,904 shares as of . Reduced: PepsiCo Inc (PEP)
Yacktman Asset Management reduced to a holding in PepsiCo Inc by 23.92%. The sale prices were between $103.93 and $146.99, with an estimated average price of $135.44. The stock is now traded at around $130.13. The impact to a portfolio due to this sale was -1.84%. Yacktman Asset Management still held 3,381,631 shares as of .

Here is the complete portfolio of Yacktman Asset Management. Also check out:

1. Yacktman Asset Management's Undervalued Stocks

2. Yacktman Asset Management's Top Growth Companies, and

3. Yacktman Asset Management's High Yield stocks

4. Stocks that Yacktman Asset Management keeps buying

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