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Donald Yacktman (Yacktman Asset Management) disclosed increased in Johnson & Johnson
Donald Yacktman (Yacktman Asset Management) filed a 13F change in Johnson & Johnson (478160104) on 2026-02-03, covering period end 2025-12-31.
Action
Increased
Capital
$259,235,060 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
73 changes from Donald Yacktman (Yacktman Asset Management), filed 2026-02-03 for period end 2025-12-31.
$7.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
464286772 iShares, Inc. - iShares MSCI South Korea ETF | New | $111.3M | $111.3M | 1.56% |
934423104 Warner Bros. Discovery, Inc. | Reduced | -$91.9M | $51.4M | 1.29% |
02079K107 Alphabet Inc. | Increased | $70.5M | $354.5M | 0.99% |
594918104 Microsoft Corporation | Reduced | -$66.3M | $466.1M | 0.93% |
65249B109 News Corporation | Reduced | -$36.5M | $191.4M | 0.51% |
136385101 Canadian Natural Resources Limited | Reduced | -$32.7M | $635.5M | 0.46% |
35137L204 Fox Corporation | Increased | $29.4M | $361.6M | 0.41% |
192446102 Cognizant Technology Solutions Corporation | Increased | $26.3M | $247.6M | 0.37% |
23586506 U-Haul Holding Company | Reduced | -$24.8M | $270.5M | 0.35% |
742718109 The Procter & Gamble Company | Reduced | -$23.4M | $274.9M | 0.33% |
478160104 Johnson & Johnson | Increased | $20.6M | $259.2M | 0.29% |
457187102 Ingredion Incorporated | Reduced | -$19.1M | $157.0M | 0.27% |
78462F103 SPDR S&P 500 ETF | Increased | $18.9M | $21.9M | 0.26% |
87422Q109 Talen Energy Corporation | Reduced | -$18.2M | $134.9M | 0.26% |
680665205 Olin Corporation | Reduced | -$17.6M | $81.7M | 0.25% |
78468R663 SPDR Bloomberg 1-3 Month T-Bill ETF | New | $15.3M | $15.3M | 0.21% |
904767704 Unilever PLC ADR | Sold out | -$14.0M | $0 | 0.20% |
871829107 Sysco Corporation | Reduced | -$13.0M | $90.2M | 0.18% |
904767803 Unilever PLC ADR | New | $12.8M | $12.8M | 0.18% |
26875P101 EOG Resources, Inc. | Reduced | -$12.0M | $124.6M | 0.17% |
278642103 eBay Inc. | Reduced | -$10.0M | $133.5M | 0.14% |
666807102 Northrop Grumman Corporation | Reduced | -$10.0M | $110.6M | 0.14% |
35137L105 Fox Corporation | Reduced | -$8.0M | $87.8M | 0.11% |
902494103 Tyson Foods, Inc. | Increased | $7.5M | $145.9M | 0.11% |
502431109 L3Harris Technologies, Inc. | Reduced | -$7.4M | $119.8M | 0.10% |
36752103 Elevance Health, Inc. | Increased | $7.2M | $115.2M | 0.10% |
808513105 The Charles Schwab Corporation | Reduced | -$7.2M | $393.3M | 0.10% |
04247X102 Armstrong World Industries, Inc. | Reduced | -$7.1M | $141.7M | 0.10% |
49177J102 Kenvue Inc. | Increased | $6.7M | $135.5M | 0.09% |
191216100 The Coca-Cola Company | Increased | $5.7M | $147.4M | 0.08% |
20825C104 ConocoPhillips | Reduced | -$5.1M | $145.1M | 0.07% |
91324P102 UnitedHealth Group Incorporated | Reduced | -$5.0M | $55.3M | 0.07% |
25278X109 Diamondback Energy, Inc. | Increased | $4.7M | $149.8M | 0.07% |
539830109 Lockheed Martin Corporation | Reduced | -$4.5M | $103.7M | 0.06% |
857477103 State Street Corporation | Reduced | -$4.2M | $117.9M | 0.06% |
237266101 Darling Ingredients Inc. | Increased | $4.1M | $50.0M | 0.06% |
29082K105 Embecta Corp. | Reduced | -$4.0M | $26.9M | 0.06% |
254687106 The Walt Disney Company | Reduced | -$3.7M | $151.8M | 0.05% |
84670702 Berkshire Hathaway Inc. | Reduced | -$3.7M | $157.3M | 0.05% |
574599106 Masco Corporation | Reduced | -$3.0M | $14.8M | 0.04% |
759509102 Reliance, Inc. | Increased | $2.6M | $199.8M | 0.04% |
25179M103 Devon Energy Corporation | Reduced | -$2.4M | $15.8M | 0.03% |
189054109 The Clorox Company | Reduced | -$2.4M | $4.8M | 0.03% |
23586100 U-Haul Holding Company | Reduced | -$2.4M | $16.5M | 0.03% |
20030N101 Comcast Corporation | Reduced | -$2.0M | $34.7M | 0.03% |
713448108 PepsiCo, Inc. | Increased | $1.8M | $291.1M | 0.03% |
384313607 GrafTech International Ltd. | Increased | $1.8M | $15.5M | 0.02% |
52472M101 Legacy Housing Corporation | Increased | $1.8M | $3.4M | 0.02% |
17275R102 Cisco Systems, Inc. | Increased | $1.6M | $26.2M | 0.02% |
194162103 Colgate-Palmolive Company | Reduced | -$1.3M | $62.2M | 0.02% |
38141G104 The Goldman Sachs Group, Inc. | Reduced | -$1.1M | $4.4M | 0.02% |
949746101 Wells Fargo & Company | Reduced | -$1.0M | $9.5M | 0.01% |
303250104 Fair Isaac & Co. | Increased | $846,854 | $4.6M | 0.01% |
64058100 The Bank of New York Mellon Corporation | Reduced | -$551,380 | $42.5M | 0.01% |
217204106 Copart, Inc. | Increased | $540,137 | $3.9M | 0.01% |
615369105 Moody's Corporation | Increased | $427,047 | $6.3M | 0.01% |
879360105 Teledyne Technologies Incorporated | Reduced | -$333,963 | $1.1M | 0.00% |
03212B103 Amplify Energy Corp. | Reduced | -$156,400 | $1.1M | 0.00% |
92345Y106 Verisk Analytics Inc. | Increased | $148,375 | $3.5M | 0.00% |
92343V104 Verizon Communications Inc. | Reduced | -$128,800 | $1.6M | 0.00% |
755408101 Reading International, Inc. | Reduced | -$126,000 | $278,250 | 0.00% |
149205106 The Cato Corporation | Reduced | -$118,098 | $325,825 | 0.00% |
571748102 Marsh & McLennan Cos | Increased | $81,288 | $3.6M | 0.00% |
55354G100 MSCI Inc. | Increased | $68,888 | $6.3M | 0.00% |
G0403H108 Aon plc | Reduced | -$47,786 | $4.6M | 0.00% |
65249B208 News Corporation | Reduced | -$40,049 | $241,188 | 0.00% |
02209S103 Altria Group, Inc. | Reduced | -$35,280 | $242,172 | 0.00% |
03062T105 America's Car-Mart, Inc. | Increased | $30,370 | $3.9M | 0.00% |
57636Q104 Mastercard Incorporated | Increased | $24,157 | $6.7M | 0.00% |
665859104 Northern Trust Corporation | Increased | $18,905 | $1.3M | 0.00% |
718172109 Philip Morris International Inc. | Reduced | -$11,340 | $1.0M | 0.00% |
92826C839 Visa Inc. Class A | Increased | $6,830 | $256,720 | 0.00% |
00181T107 Gold.com Inc | Increased | $5,520 | $238,350 | 0.00% |