Donald Yacktman

Yacktman Asset Management

Donald Yacktman (Yacktman Asset Management) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Donald Yacktman (Yacktman Asset Management) portfolio page tracks Yacktman Asset Management holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Yacktman Asset Management owns and how disclosed positions change over time. Donald Yacktman (Yacktman Asset Management)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Canadian Natural Resources Limited Common Stock (CNQ), Paypal Holdings (PYPL), Microsoft Corp (MSFT), Fox Corp (FOX), and ConocoPhillips Common Stock (COP). Investors use Yacktman Asset Management 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceLast Price
Johnson & JohnsonJNJ$-19.4MTrimQ2 2024 13F$19M--$263.04
Schwab (Charles) CorpSCHW$-19.1MTrimQ2 2024 13F$19M$73.87$88.08
Darling Ingredients Inc.DAR$-18.3MTrimQ2 2024 13F$18M--$58.74
News CorpNWSA$18.2MAddQ2 2024 13F$18M--$26.61
Microsoft CorpMSFT$16.4MAddQ2 2024 13F$16M$422.32$390.49
First Hawaiian, Inc. - Common StockFHB$-16.2MTrimQ2 2024 13F$16M--$27.18
Sysco CorporationSYY$-15.3MTrimQ2 2024 13F$15M--$76.48
Kenvue Inc. Common StockKVUE$13.7MAddQ2 2024 13F$14M--$17.55
Armstrong World Industries CoAWI$-13.4MTrimQ2 2024 13F$13M--$159.76
Oracle CorporationORCL$10.4MAddQ2 2024 13F$10M--$140.27
Booking Holdings IncBKNG$10.1MAddQ2 2024 13F$10M--$162.30
Warner Bros. Discovery, Inc. - Series A Common StockWBD$-9.6MTrimQ2 2024 13F$9.6M$8.01$27.20
Ingredion Incorporated Common StockINGR$-9.6MTrimQ2 2024 13F$9.6M--$99.66
Devon Energy CorpDVN$-9.4MTrimQ2 2024 13F$9.4M--$42.74
Goldman Sachs Group, Inc. (The) Common StockGS$-8.4MTrimQ2 2024 13F$8.4M$445.96$1,045.00
Fox CorpFOXA$7.7MAddQ2 2024 13F$7.7M--$65.48
Colgate-Palmolive CoCL$7.6MAddQ2 2024 13F$7.6M--$86.07
Elevance Health, Inc. Common StockELV$7.2MAddQ2 2024 13F$7.2M--$418.15
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$174M3.1M sharesTrimQ2 2024 13F$6.9M$57.14--
GRAFTECH INTERNATIONAL LTDEAFEUR$-6.9MTrimQ2 2024 13F$6.9M----
Corning IncGLW$6.8MAddQ2 2024 13F$6.8M--$187.54
L3Harris Technologies IncLHX$6.7MAddQ2 2024 13F$6.7M--$302.10
Comcast CorpCMCSA$-6.3MTrimQ2 2024 13F$6.3M$35.46$23.76
Masco CorporationMAS$-6.0MTrimQ2 2024 13F$6.0M--$69.82
Coca-Cola Company (The) Common StockKO$5.7MAddQ2 2024 13F$5.7M$61.90$84.14
The Bank of New York Mellon CorpBK$-5.6MTrimQ2 2024 13F$5.6M--$140.01
Berkshire Hathaway Inc.BRK-B$-5.4MTrimQ2 2024 13F$5.4M$408.62$507.78
Exxon Mobil CorpXOM$4.7MAddQ2 2024 13F$4.7M--$137.02
Diamondback Energy, Inc.FANG$-4.6MTrimQ2 2024 13F$4.6M--$172.04
The Procter & Gamble CoPG$4.0MAddQ2 2024 13F$4.0M$163.48$151.40
Lockheed Martin CorpLMT$3.9MAddQ2 2024 13F$3.9M--$520.07
EOG Resources IncEOG$-3.7MTrimQ2 2024 13F$3.7M--$140.15
MSCI IncMSCI$3.4MOtherQ2 2024 13F$3.4M--$602.94
AmercoUHAL$-3.0MTrimQ2 2024 13F$3.0M--$57.27
Cisco Systems IncCSCO$-2.9MTrimQ2 2024 13F$2.9M--$121.83
Embecta Corp.EMBC$-2.2MTrimQ2 2024 13F$2.2M--$3.29
eBay Inc.EBAY$1.9MAddQ2 2024 13F$1.9M--$108.24
Wells Fargo & CoWFC$1.5MAddQ2 2024 13F$1.5M$58.70$83.82
Kellogg CompanyK$1.4MAddQ2 2024 13F$1.4M--$83.44
Verizon Communications IncVZ$-1.4MTrimQ2 2024 13F$1.4M--$45.37
Unilever PLCUL$1.3MAddQ2 2024 13F$1.3M--$56.09
Teledyne Technologies IncTDY$-682.1KTrimQ2 2024 13F$682k--$612.52
Barrick Gold Corporation Common Stock (BC)GOLD$-571.8KTrimQ2 2024 13F$572k--$42.31
The Clorox CoCLX$-517.5KTrimQ2 2024 13F$518k--$97.11
America's Car-Mart, Inc.CRMT$-489.4KTrimQ2 2024 13F$489k--$12.20
Aon PLCAON$-468.4KTrimQ2 2024 13F$468k--$357.46
Legacy Housing CorporationLEGH$-461.0KTrimQ2 2024 13F$461k--$23.97
Mastercard Incorporated Common StockMA$-449.8KTrimQ2 2024 13F$450k--$539.39
NEWS CORPNWS$395.5KAddQ2 2024 13F$396k--$30.47
Berkshire Hathaway Inc.BRK-A$-310.8KTrimQ2 2024 13F$311k$616,493.98$760,590.00
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