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.

Latest Trades

CompanyValueActionChangePriceCurrent Price
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$11M200.1k sharesTrimQ1 2026 13F$1.4M$56.97--
Kenvue Inc. Common StockKVUE$137M7.9M sharesAddQ1 2026 13F$1.2M$18.09$17.55
Comcast CorpCMCSA$34M1.2M sharesTrimQ1 2026 13F$1.2M$30.46$23.76
AmercoUHAL$16M325.4k sharesTrimQ1 2026 13F$952k$45.87$57.27
Moody's Corporation Common StockMCO$5.4M12.4k sharesTrimQ1 2026 13F$936k$473.05$450.01
Mastercard Incorporated Common StockMA$5.8M11.7k sharesTrimQ1 2026 13F$831k$511.38$499.02
VERISK ANALYTICS IncVRSK$2.8M14.8k sharesTrimQ1 2026 13F$655k$204.65$171.50
Verizon Communications IncVZ$1.0M20k sharesTrimQ1 2026 13F$625k$49.76$45.37
Teledyne Technologies IncTDY$1.5M2.5k sharesAddQ1 2026 13F$440k$605.01$612.52
Aon PLCAON$4.2M12.9k sharesTrimQ1 2026 13F$389k$324.18$328.69
MSCI IncMSCI$5.9M10.9k sharesTrimQ1 2026 13F$378k$547.06$602.94
U-Haul Holding CompanyUHALB$270M6M sharesTrimQ1 2026 13F$324k$44.67$53.06
Copart IncCPRT$3.7M110.2k sharesTrimQ1 2026 13F$262k$35.84$30.86
Amplify Energy Corp.AMPY$1.3M210k sharesAddQ1 2026 13F$259k$6.24$4.68
Marsh & McLennan Companies IncMRSH$3.4M19.4k sharesTrimQ1 2026 13F$215k$179.18$159.53
The Clorox CoCLX$5.0M48.1k sharesAddQ1 2026 13F$135k$103.63$97.11
Goldman Sachs Group, Inc. (The) Common StockGS$4.3M5.1k sharesTrimQ1 2026 13F$71k$863.11$1,045.00
Masco CorporationMAS$15M244.7k sharesTrimQ1 2026 13F$66k$60.37$69.82
Barrick Gold Corporation Common Stock (BC)GOLD$200k5k sharesTrimQ1 2026 13F$38k$40.08$42.31
Visa IncV$221k732 sharesTrimQ1 2026 13F$35k$313.35$336.23
Philip Morris International IncPM$976k5.9k sharesTrimQ1 2026 13F$35k$175.94$176.06
Altria Group IncMO$277k4.2k sharesAddQ1 2026 13F$35k$66.82$71.29
Northern Trust Corporation - Common StockNTRS$1.3M9.5k sharesAddQ1 2026 13F$28k$139.57$167.94
The Cato CorporationCATO$298k105.4k sharesTrimQ1 2026 13F$27k$2.83$3.21
The Bank of New York Mellon CorpBK$42M357.7k sharesTrimQ1 2026 13F$25k$118.92$140.01
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$299k265k sharesAddQ1 2026 13F$21k$1.13--
NEWS CORPNWS$232k8.1k sharesTrimQ1 2026 13F$9.1k$28.51$30.47
Showing 51-77 of 77
Donald Yacktman Latest Trades - Page 2 | TradingNote