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
The Clorox CoCLX$576.5KAddQ2 2025 13F$576k--$97.11
Cisco Systems IncCSCO$-544.6KTrimQ2 2025 13F$545k$65.33$121.83
Mastercard Incorporated Common StockMA$457.3KAddQ2 2025 13F$457k$517.38$539.39
Teledyne Technologies IncTDY$-446.6KTrimQ2 2025 13F$447k--$612.52
Northern Trust Corporation - Common StockNTRS$267.3KAddQ2 2025 13F$267k--$167.94
Unilever PLCUL$-265.4KTrimQ2 2025 13F$265k--$56.09
Barrick Gold Corporation Common Stock (BC)GOLD$-228.3KExitQ2 2025 13F$228k--$42.31
SPDR S&P 500 ETF TrustSPY$-186.2KTrimQ2 2025 13F$186k$586.84$744.78
Exxon Mobil CorpXOM$-182.5KTrimQ2 2025 13F$183k$107.40$137.02
Verizon Communications IncVZ$-151.9KTrimQ2 2025 13F$152k--$45.37
Legacy Housing CorporationLEGH$73.4KAddQ2 2025 13F$73k--$23.97
Philip Morris International IncPM$61.4KAddQ2 2025 13F$61k--$176.06
Amplify Energy Corp.AMPY$57.4KAddQ2 2025 13F$57k--$4.68
The Cato CorporationCATO$-54.8KTrimQ2 2025 13F$55k--$3.21
Aon PLCAON$-49.8KTrimQ2 2025 13F$50k--$357.46
NEWS CORPNWS$32.1KAddQ2 2025 13F$32k--$30.47
America's Car-Mart, Inc.CRMT$26.4KAddQ2 2025 13F$26k--$12.20
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$516k385k sharesTrimQ2 2025 13F$19k$1.34--
Altria Group IncMO$-6.8KTrimQ2 2025 13F$6.8k--$71.29
Visa IncV$3.4KAddQ2 2025 13F$3.4k$335.18$362.13
State Street Corporation (1)STT$-127.5MTrimQ1 2025 13F$128M$95.53$168.87
Alphabet Cl CGOOG$-103.4MTrimQ1 2025 13F$103M$183.12$356.18
Wells Fargo & CoWFC$-63.2MTrimQ1 2025 13F$63M$77.03$83.82
Microsoft CorpMSFT$-61.2MTrimQ1 2025 13F$61M$407.71$390.49
Diamondback Energy, Inc.FANG$-59.3MTrimQ1 2025 13F$59M--$172.04
Goldman Sachs Group, Inc. (The) Common StockGS$-58.3MTrimQ1 2025 13F$58M$609.88$1,045.00
Canadian Natural Resources Limited Common StockCNQ$-53.4MTrimQ1 2025 13F$53M--$46.29
EOG Resources IncEOG$-51.5MTrimQ1 2025 13F$51M--$140.15
The Bank of New York Mellon CorpBK$-45.1MTrimQ1 2025 13F$45M--$140.01
Cognizant Technology Solutions CorpCTSH$-44.8MTrimQ1 2025 13F$45M--$52.99
Cisco Systems IncCSCO$-42.5MTrimQ1 2025 13F$43M$59.52$121.83
U-Haul Holding CompanyUHALB$-41.2MTrimQ1 2025 13F$41M--$53.06
Corning IncGLW$-40.5MExitQ1 2025 13F$40M--$187.54
Olin CorporationOLN$-34.3MTrimQ1 2025 13F$34M--$26.02
Johnson & JohnsonJNJ$27.1MAddQ1 2025 13F$27M$162.99$263.04
News CorpNWSA$-23.0MTrimQ1 2025 13F$23M--$26.61
Elevance Health, Inc. Common StockELV$22.8MAddQ1 2025 13F$23M--$418.15
The Walt Disney CoDIS$-22.1MTrimQ1 2025 13F$22M$107.47$98.87
Kenvue Inc. Common StockKVUE$21.0MAddQ1 2025 13F$21M--$17.55
Fox CorpFOXA$-20.7MTrimQ1 2025 13F$21M--$65.48
SPDR S&P 500 ETF TrustSPY$-20.0MTrimQ1 2025 13F$20M$591.64$744.78
Embecta Corp.EMBC$-19.2MTrimQ1 2025 13F$19M--$3.29
Lockheed Martin CorpLMT$-19.1MTrimQ1 2025 13F$19M--$520.07
Coca-Cola Company (The) Common StockKO$17.9MAddQ1 2025 13F$18M$66.79$84.14
Fox CorpFOX$16.8MAddQ1 2025 13F$17M--$58.62
Northrop Grumman CorpNOC$-14.7MTrimQ1 2025 13F$15M$477.41$503.01
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$168M2.6M sharesAddQ1 2025 13F$14M$63.81--
Oracle CorporationORCL$-13.2MTrimQ1 2025 13F$13M--$140.27
Berkshire Hathaway Inc.BRK-B$-13.2MTrimQ1 2025 13F$13M$486.15$507.78
Ingredion Incorporated Common StockINGR$-11.7MTrimQ1 2025 13F$12M--$99.66
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