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Donald Yacktman (Yacktman Asset Management) disclosed increased in Walt Disney Company
Donald Yacktman (Yacktman Asset Management) filed a 13F change in Walt Disney Company (254687106) on 2025-08-06, covering period end 2025-06-30.
Action
Increased
Capital
$176,645,338 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
71 changes from Donald Yacktman (Yacktman Asset Management), filed 2025-08-06 for period end 2025-06-30.
$7.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
136385101 Canadian Natural Resources Ltd | Reduced | -$145.0M | $694.8M | 1.95% |
594918104 Microsoft Corp. | Increased | $98.0M | $549.8M | 1.32% |
808513105 Charles Schwab Corp | Increased | $47.9M | $416.5M | 0.64% |
84670702 Berkshire Hathaway B | Reduced | -$41.9M | $158.8M | 0.56% |
91324P102 UnitedHealth Group | New | $40.2M | $40.2M | 0.54% |
87422Q109 Talen Energy Corp | Increased | $40.2M | $129.0M | 0.54% |
742718109 Procter & Gamble | Reduced | -$39.3M | $321.6M | 0.53% |
713448108 PepsiCo, Inc. | Reduced | -$38.6M | $278.3M | 0.52% |
20825C104 ConocoPhillips | Reduced | -$31.2M | $145.9M | 0.42% |
254687106 Walt Disney Company | Increased | $30.8M | $176.6M | 0.41% |
23586506 U-Haul Holding Company Class B | Reduced | -$29.3M | $325.5M | 0.39% |
49177J102 Kenvue Inc | Reduced | -$27.0M | $171.4M | 0.36% |
35137L204 Fox Corp B | Reduced | -$24.7M | $321.5M | 0.33% |
25278X109 Diamondback Energy Inc | Reduced | -$23.8M | $144.4M | 0.32% |
902494103 Tyson Foods Inc | Reduced | -$21.6M | $146.1M | 0.29% |
26875P101 EOG Resources Inc | Reduced | -$19.3M | $150.7M | 0.26% |
478160104 Johnson & Johnson | Reduced | -$19.3M | $208.3M | 0.26% |
857477103 State Street Corp | Increased | $17.7M | $128.5M | 0.24% |
04247X102 Armstrong World Industries | Increased | $17.3M | $139.9M | 0.23% |
36752103 Elevance Health, Inc. | Reduced | -$16.2M | $132.8M | 0.22% |
680665205 Olin Corp | Reduced | -$15.9M | $81.6M | 0.21% |
502431109 L3Harris Technologies | Increased | $15.1M | $130.3M | 0.20% |
759509102 Reliance, Inc. | Increased | $14.5M | $234.9M | 0.20% |
237266101 Darling Ingredients Inc. | Increased | $10.5M | $59.9M | 0.14% |
65249B109 News Corp Cl A | Increased | $9.2M | $241.3M | 0.12% |
666807102 Northrop Grumman Corp | Reduced | -$8.8M | $111.1M | 0.12% |
02079K107 Alphabet Inc. | Increased | $7.8M | $227.2M | 0.11% |
68389X105 Oracle Corporation | Increased | $7.6M | $23.1M | 0.10% |
35137L105 Fox Corp A | Reduced | -$7.2M | $91.7M | 0.10% |
29082K105 Embecta Corp | Reduced | -$7.1M | $23.0M | 0.09% |
278642103 Ebay Inc. | Increased | $5.6M | $151.7M | 0.08% |
934423104 Warner Bros Discovery Inc | Increased | $5.3M | $87.4M | 0.07% |
539830109 Lockheed Martin Corp. | Reduced | -$4.8M | $103.1M | 0.06% |
25179M103 Devon Energy Corp | Reduced | -$3.7M | $20.4M | 0.05% |
191216100 Coca-Cola Co. | Reduced | -$3.6M | $156.8M | 0.05% |
615369105 Moody's Corp. | Increased | $2.7M | $6.2M | 0.04% |
55354G100 MSCI Inc. | Increased | $2.3M | $6.3M | 0.03% |
194162103 Colgate-Palmolive | Reduced | -$2.2M | $72.9M | 0.03% |
457187102 Ingredion Inc | Reduced | -$2.0M | $213.9M | 0.03% |
574599106 Masco Corporation | Reduced | -$1.9M | $16.6M | 0.03% |
427866108 Hershey Co. | Increased | $1.8M | $6.3M | 0.02% |
23586100 U-Haul Holding Company | Reduced | -$1.8M | $20.2M | 0.02% |
84670108 Berkshire Hathaway A | Reduced | -$1.7M | $9.5M | 0.02% |
871829107 Sysco Corporation | Reduced | -$1.6M | $99.8M | 0.02% |
20030N101 Comcast Cl A | Reduced | -$1.5M | $44.4M | 0.02% |
38141G104 Goldman Sachs Grp | Increased | $1.3M | $6.2M | 0.02% |
192446102 Cognizant Technology Solutions | Reduced | -$1.3M | $266.1M | 0.02% |
09857L108 Booking Hldgs Inc. Com | Increased | $1.2M | $6.5M | 0.02% |
384313508 Graftech International LTD | Increased | $1.2M | $10.5M | 0.02% |
64058100 BNY Mellon Corp. | Increased | $989,916 | $49.1M | 0.01% |
949746101 Wells Fargo & Co | Increased | $716,967 | $12.2M | 0.01% |
189054109 Clorox Company | Increased | $576,478 | $5.4M | 0.01% |
17275R102 Cisco Systems Inc. | Reduced | -$544,605 | $26.8M | 0.01% |
57636Q104 Mastercard Inc. | Increased | $457,264 | $6.6M | 0.01% |
879360105 Teledyne Technologies Inc Com | Reduced | -$446,610 | $1.8M | 0.01% |
665859104 Northern Trust Corp. | Increased | $267,330 | $1.2M | 0.00% |
904767704 Unilever PLC ADR | Reduced | -$265,430 | $14.6M | 0.00% |
00181T107 Gold.com, Inc. | Sold out | -$228,330 | $0 | 0.00% |
78462F103 Spdr S&P 500 ETF | Reduced | -$186,228 | $2.2M | 0.00% |
30231G102 Exxon Mobil Corp. | Reduced | -$182,532 | $1.8M | 0.00% |
92343V104 Verizon Commun. | Reduced | -$151,950 | $2.2M | 0.00% |
52472M101 Legacy Housing Corporation | Increased | $73,380 | $1.4M | 0.00% |
718172109 Philip Morris Intl | Increased | $61,383 | $1.2M | 0.00% |
03212B103 Amplify Energy Corp | Increased | $57,400 | $768,000 | 0.00% |
149205106 Cato Corp | Reduced | -$54,832 | $296,300 | 0.00% |
G0403H108 Aon PLC | Reduced | -$49,825 | $4.6M | 0.00% |
65249B208 News Corp CL B | Increased | $32,071 | $279,283 | 0.00% |
03062T105 America's CAR MART Inc | Increased | $26,370 | $616,440 | 0.00% |
755408101 Reading International, Inc. | Reduced | -$19,250 | $515,900 | 0.00% |
02209S103 Altria Group Inc. | Reduced | -$6,811 | $287,287 | 0.00% |
92826C839 VISA Inc. | Increased | $3,360 | $259,897 | 0.00% |