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Yacktman Fund Buys The Walt Disney Co, Booking Holdings Inc, Brenntag AG, Sells Fox Corp, Fox Corp, Oracle Corp

Investment company Yacktman Fund buys The Walt Disney Co, Booking Holdings Inc, Brenntag AG, Alphabet Inc, Bollore SA, Fox Corp, Beiersdorf AG, Fox Corp, sells Fox Corp, Fox Corp, Oracle Corp, KT&G Corp, Cisco Systems Inc, Avon Products Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Yacktman Fund. As of 2019Q1, Yacktman Fund owns 35 stocks with a total value of $5.6 billion. These are the details of the buys and sells.

For the details of Yacktman Fund's stock buys and sells, go to https://www.gurufocus.com/guru/yacktman+fund/current-portfolio/portfolio

These are the top 5 holdings of Yacktman Fund
  1. Samsung Electronics Co Ltd (005935) - 22,186,473 shares, 12.76% of the total portfolio. Shares added by 4.34%
  2. Procter & Gamble Co (PG) - 5,500,000 shares, 10.28% of the total portfolio. Shares reduced by 3.51%
  3. PepsiCo Inc (PEP) - 3,050,000 shares, 6.72% of the total portfolio.
  4. Johnson & Johnson (JNJ) - 2,500,000 shares, 6.28% of the total portfolio.
  5. Coca-Cola Co (KO) - 7,100,000 shares, 5.98% of the total portfolio.
New Purchase: The Walt Disney Co (DIS)

Yacktman Fund initiated holding in The Walt Disney Co. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $131.47. The impact to a portfolio due to this purchase was 4.07%. The holding were 2,040,441 shares as of .

New Purchase: Booking Holdings Inc (BKNG)

Yacktman Fund initiated holding in Booking Holdings Inc. The purchase prices were between $1649.49 and $1935.5, with an estimated average price of $1785.18. The stock is now traded at around $1840.13. The impact to a portfolio due to this purchase was 3.68%. The holding were 117,500 shares as of .

New Purchase: Brenntag AG (BNR)

Yacktman Fund initiated holding in Brenntag AG. The purchase prices were between $36.63 and $47.33, with an estimated average price of $42.91. The stock is now traded at around $48.00. The impact to a portfolio due to this purchase was 2.13%. The holding were 2,305,000 shares as of .

New Purchase: Alphabet Inc (GOOG)

Yacktman Fund initiated holding in Alphabet Inc. The purchase prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29. The stock is now traded at around $1236.51. The impact to a portfolio due to this purchase was 2.11%. The holding were 100,000 shares as of .

New Purchase: Fox Corp (FOX)

Yacktman Fund initiated holding in Fox Corp. The purchase prices were between $35.67 and $41.02, with an estimated average price of $38.11. The stock is now traded at around $37.76. The impact to a portfolio due to this purchase was 1.73%. The holding were 2,683,333 shares as of .

New Purchase: Beiersdorf AG (BDRFY)

Yacktman Fund initiated holding in Beiersdorf AG. The purchase prices were between $18.44 and $21.35, with an estimated average price of $20. The stock is now traded at around $21.09. The impact to a portfolio due to this purchase was 1.62%. The holding were 4,305,280 shares as of .

Added: Bollore SA (BOL)

Yacktman Fund added to a holding in Bollore SA by 50.94%. The purchase prices were between $3.44 and $4.03, with an estimated average price of $3.7. The stock is now traded at around $4.25. The impact to a portfolio due to this purchase was 1.97%. The holding were 71,924,147 shares as of .

Sold Out: Fox Corp (FOX)

Yacktman Fund sold out a holding in Fox Corp. The sale prices were between $34.59 and $49.61, with an estimated average price of $36.43.

Sold Out: Fox Corp (FOXA)

Yacktman Fund sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.

Reduced: Oracle Corp (ORCL)

Yacktman Fund reduced to a holding in Oracle Corp by 31.99%. The sale prices were between $44.78 and $54.04, with an estimated average price of $50.84. The stock is now traded at around $54.49. The impact to a portfolio due to this sale was -2.14%. Yacktman Fund still held 4,965,000 shares as of .

Reduced: KT&G Corp (033780)

Yacktman Fund reduced to a holding in KT&G Corp by 49.59%. The sale prices were between $97600 and $109500, with an estimated average price of $102421. The stock is now traded at around $102500.00. The impact to a portfolio due to this sale was -1.1%. Yacktman Fund still held 605,355 shares as of .

Reduced: Cisco Systems Inc (CSCO)

Yacktman Fund reduced to a holding in Cisco Systems Inc by 25.33%. The sale prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $56.46. The impact to a portfolio due to this sale was -0.67%. Yacktman Fund still held 2,240,000 shares as of .

Reduced: Avon Products Inc (AVP)

Yacktman Fund reduced to a holding in Avon Products Inc by 24.75%. The sale prices were between $1.52 and $3.29, with an estimated average price of $2.5. The stock is now traded at around $2.66. The impact to a portfolio due to this sale was -0.08%. Yacktman Fund still held 7,600,000 shares as of .



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

1. Yacktman Fund's Undervalued Stocks
2. Yacktman Fund's Top Growth Companies, and
3. Yacktman Fund's High Yield stocks
4. Stocks that Yacktman Fund keeps buying

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