DY
Donald Yacktman (Yacktman Asset Management) disclosed reduced in Kenvue Inc
Donald Yacktman (Yacktman Asset Management) filed a 13F change in Kenvue Inc (49177J102) on 2025-11-04, covering period end 2025-09-30.
Action
Reduced
Capital
$128,865,583 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
76 changes from Donald Yacktman (Yacktman Asset Management), filed 2025-11-04 for period end 2025-09-30.
$7.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K107 Alphabet Inc. | Increased | $56.8M | $284.1M | 0.78% |
934423104 Warner Bros Discovery Inc | Increased | $55.9M | $143.3M | 0.77% |
192446102 Cognizant Technology Solutions | Reduced | -$44.8M | $221.3M | 0.62% |
49177J102 Kenvue Inc | Reduced | -$42.5M | $128.9M | 0.59% |
457187102 Ingredion Inc | Reduced | -$37.8M | $176.1M | 0.52% |
759509102 Reliance, Inc. | Reduced | -$37.7M | $197.2M | 0.52% |
478160104 Johnson & Johnson | Increased | $30.4M | $238.7M | 0.42% |
23586506 U-Haul Holding Company Class B | Reduced | -$30.2M | $295.3M | 0.42% |
136385101 Canadian Natural Resources Ltd | Reduced | -$26.5M | $668.2M | 0.37% |
36752103 Elevance Health, Inc. | Reduced | -$24.7M | $108.0M | 0.34% |
87422Q109 Talen Energy Corp | Increased | $24.2M | $153.2M | 0.33% |
742718109 Procter & Gamble | Reduced | -$23.2M | $298.4M | 0.32% |
68389X105 Oracle Corporation | Sold out | -$23.1M | $0 | 0.32% |
254687106 Walt Disney Company | Reduced | -$21.2M | $155.5M | 0.29% |
91324P102 UnitedHealth Group | Increased | $20.0M | $60.3M | 0.28% |
680665205 Olin Corp | Increased | $17.7M | $99.3M | 0.24% |
594918104 Microsoft Corp. | Reduced | -$17.3M | $532.5M | 0.24% |
808513105 Charles Schwab Corp | Reduced | -$16.1M | $400.5M | 0.22% |
191216100 Coca-Cola Co. | Reduced | -$15.1M | $141.7M | 0.21% |
237266101 Darling Ingredients Inc. | Reduced | -$14.0M | $45.9M | 0.19% |
26875P101 EOG Resources Inc | Reduced | -$14.0M | $136.7M | 0.19% |
384313607 Graftech International LTD | New | $13.7M | $13.7M | 0.19% |
65249B109 News Corp Cl A | Reduced | -$13.4M | $227.9M | 0.18% |
713448108 PepsiCo, Inc. | Increased | $11.1M | $289.4M | 0.15% |
35137L204 Fox Corp B | Increased | $10.7M | $332.2M | 0.15% |
384313508 Graftech International LTD | Sold out | -$10.5M | $0 | 0.15% |
666807102 Northrop Grumman Corp | Increased | $9.5M | $120.5M | 0.13% |
84670108 Berkshire Hathaway A | Sold out | -$9.5M | $0 | 0.13% |
194162103 Colgate-Palmolive | Reduced | -$9.5M | $63.5M | 0.13% |
04247X102 Armstrong World Industries | Increased | $8.9M | $148.8M | 0.12% |
278642103 Ebay Inc. | Reduced | -$8.3M | $143.4M | 0.11% |
29082K105 Embecta Corp | Increased | $7.9M | $30.9M | 0.11% |
902494103 Tyson Foods Inc | Reduced | -$7.7M | $138.4M | 0.11% |
20030N101 Comcast Cl A | Reduced | -$7.7M | $36.7M | 0.11% |
857477103 State Street Corp | Reduced | -$6.5M | $122.0M | 0.09% |
09857L108 Booking Hldgs Inc. Com | Sold out | -$6.5M | $0 | 0.09% |
427866108 Hershey Co. | Sold out | -$6.3M | $0 | 0.09% |
64058100 BNY Mellon Corp. | Reduced | -$6.1M | $43.0M | 0.08% |
539830109 Lockheed Martin Corp. | Increased | $5.2M | $108.3M | 0.07% |
20825C104 ConocoPhillips | Increased | $4.3M | $150.2M | 0.06% |
35137L105 Fox Corp A | Increased | $4.2M | $95.9M | 0.06% |
303250104 Fair Isaac & Co. | New | $3.8M | $3.8M | 0.05% |
571748102 Marsh & McLennan Cos | New | $3.5M | $3.5M | 0.05% |
217204106 Copart, Inc. | New | $3.4M | $3.4M | 0.05% |
92345Y106 Verisk Analytics Inc. | New | $3.3M | $3.3M | 0.05% |
871829107 Sysco Corporation | Increased | $3.3M | $103.2M | 0.05% |
03062T105 America's CAR MART Inc | Increased | $3.3M | $3.9M | 0.05% |
502431109 L3Harris Technologies | Reduced | -$3.1M | $127.3M | 0.04% |
84670702 Berkshire Hathaway B | Increased | $2.3M | $161.1M | 0.03% |
25179M103 Devon Energy Corp | Reduced | -$2.2M | $18.3M | 0.03% |
17275R102 Cisco Systems Inc. | Reduced | -$2.1M | $24.6M | 0.03% |
189054109 Clorox Company | Increased | $1.8M | $7.3M | 0.03% |
30231G102 Exxon Mobil Corp. | Sold out | -$1.8M | $0 | 0.02% |
949746101 Wells Fargo & Co | Reduced | -$1.6M | $10.6M | 0.02% |
23586100 U-Haul Holding Company | Reduced | -$1.3M | $18.9M | 0.02% |
574599106 Masco Corporation | Increased | $1.2M | $17.8M | 0.02% |
25278X109 Diamondback Energy Inc | Increased | $815,595 | $145.2M | 0.01% |
78462F103 Spdr S&P 500 ETF | Increased | $811,497 | $3.0M | 0.01% |
904767704 Unilever PLC ADR | Reduced | -$676,087 | $14.0M | 0.01% |
38141G104 Goldman Sachs Grp | Reduced | -$662,610 | $5.5M | 0.01% |
92343V104 Verizon Commun. | Reduced | -$448,770 | $1.8M | 0.01% |
03212B103 Amplify Energy Corp | Increased | $439,500 | $1.2M | 0.01% |
879360105 Teledyne Technologies Inc Com | Reduced | -$386,589 | $1.4M | 0.01% |
615369105 Moody's Corp. | Reduced | -$311,992 | $5.9M | 0.00% |
52472M101 Legacy Housing Corporation | Increased | $291,000 | $1.7M | 0.00% |
00181T107 A-Mark Precious Metals, Inc. | New | $232,830 | $232,830 | 0.00% |
718172109 Philip Morris Intl | Reduced | -$198,411 | $1.0M | 0.00% |
149205106 Cato Corp | Increased | $147,623 | $443,923 | 0.00% |
755408101 Reading International, Inc. | Reduced | -$111,650 | $404,250 | 0.00% |
55354G100 MSCI Inc. | Reduced | -$101,697 | $6.2M | 0.00% |
57636Q104 Mastercard Inc. | Increased | $80,173 | $6.6M | 0.00% |
665859104 Northern Trust Corp. | Increased | $74,195 | $1.3M | 0.00% |
92826C839 VISA Inc. | Reduced | -$10,007 | $249,890 | 0.00% |
02209S103 Altria Group Inc. | Reduced | -$9,835 | $277,452 | 0.00% |
G0403H108 Aon PLC | Reduced | -$2,324 | $4.6M | 0.00% |
65249B208 News Corp CL B | Increased | $1,954 | $281,237 | 0.00% |