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
Verizon Communications IncVZ$-255.8KTrimQ4 2024 13F$256k$41.33$45.37
Barrick Gold Corporation Common Stock (BC)GOLD$-192.7KTrimQ4 2024 13F$193k--$42.31
Aon PLCAON$153.7KAddQ4 2024 13F$154k--$357.46
MSCI IncMSCI$121.4KAddQ4 2024 13F$121k--$602.94
Northern Trust Corporation - Common StockNTRS$118.5KAddQ4 2024 13F$118k--$167.94
The Cato CorporationCATO$-114.9KTrimQ4 2024 13F$115k--$3.21
Visa IncV$30.1KAddQ4 2024 13F$30k$283.76$362.13
The Clorox CoCLX$-23.8KTrimQ4 2024 13F$24k--$97.11
Moody's Corporation Common StockMCO$-9.4KTrimQ4 2024 13F$9.4k$477.26$490.51
Philip Morris International IncPM$-7.7KTrimQ4 2024 13F$7.7k$131.41$176.06
Altria Group IncMO$6.1KAddQ4 2024 13F$6.1k--$71.29
Goldman Sachs Group, Inc. (The) Common StockGS$-996TrimQ4 2024 13F$996$550.25$1,045.00
Alphabet Cl CGOOG$-291.6MTrimQ3 2024 13F$292M$169.25$356.18
Microsoft CorpMSFT$-147.9MTrimQ3 2024 13F$148M$427.47$390.49
Kellogg CompanyK$-123.5MExitQ3 2024 13F$124M--$83.44
Canadian Natural Resources Limited Common StockCNQ$-85.3MTrimQ3 2024 13F$85M--$46.29
Schwab (Charles) CorpSCHW$-85.0MTrimQ3 2024 13F$85M$65.69$88.08
Talen Energy CorporationTLN$79.3MOtherQ3 2024 13F$79M--$405.89
News CorpNWSA$-76.7MTrimQ3 2024 13F$77M--$26.61
Diamondback Energy, Inc.FANG$-66.6MTrimQ3 2024 13F$67M--$172.04
Devon Energy CorpDVN$-63.9MTrimQ3 2024 13F$64M--$42.74
Kenvue Inc. Common StockKVUE$45.7MAddQ3 2024 13F$46M--$17.55
Wells Fargo & CoWFC$-44.8MTrimQ3 2024 13F$45M$58.47$83.82
PepsiCo IncPEP$-42.0MTrimQ3 2024 13F$42M$171.80$140.68
Lockheed Martin CorpLMT$38.3MAddQ3 2024 13F$38M--$520.07
Northrop Grumman CorpNOC$32.7MAddQ3 2024 13F$33M$489.64$503.01
Colgate-Palmolive CoCL$-31.4MTrimQ3 2024 13F$31M--$86.07
Fox CorpFOX$30.7MAddQ3 2024 13F$31M--$58.62
U-Haul Holding CompanyUHALB$30.7MAddQ3 2024 13F$31M--$53.06
ConocoPhillips Common StockCOP$-30.2MTrimQ3 2024 13F$30M--$118.89
The Procter & Gamble CoPG$-25.4MTrimQ3 2024 13F$25M$169.76$151.40
State Street Corporation (1)STT$24.0MAddQ3 2024 13F$24M$82.46$168.87
EOG Resources IncEOG$-23.6MTrimQ3 2024 13F$24M--$140.15
Elevance Health, Inc. Common StockELV$-23.1MTrimQ3 2024 13F$23M--$418.15
Reliance Steel & Aluminum CoRS$-23.0MTrimQ3 2024 13F$23M--$378.39
Cognizant Technology Solutions CorpCTSH$22.6MAddQ3 2024 13F$23M--$52.99
Fox CorpFOXA$20.0MAddQ3 2024 13F$20M--$65.48
eBay Inc.EBAY$19.2MAddQ3 2024 13F$19M--$108.24
Exxon Mobil CorpXOM$-15.8MTrimQ3 2024 13F$16M$117.64$137.02
Oracle CorporationORCL$-14.5MTrimQ3 2024 13F$15M--$140.27
The Walt Disney CoDIS$-14.2MTrimQ3 2024 13F$14M$92.01$98.87
The Bank of New York Mellon CorpBK$-11.2MTrimQ3 2024 13F$11M--$140.01
Berkshire Hathaway Inc.BRK-B$-10.7MTrimQ3 2024 13F$11M$442.18$507.78
Olin CorporationOLN$-10.5MTrimQ3 2024 13F$11M--$26.02
Darling Ingredients Inc.DAR$-9.5MTrimQ3 2024 13F$9.5M--$58.74
Johnson & JohnsonJNJ$8.8MAddQ3 2024 13F$8.8M$145.69$263.04
Goldman Sachs Group, Inc. (The) Common StockGS$-8.1MTrimQ3 2024 13F$8.1M--$1,045.00
Corning IncGLW$6.9MAddQ3 2024 13F$6.9M--$187.54
L3Harris Technologies IncLHX$6.9MAddQ3 2024 13F$6.9M--$302.10
Cisco Systems IncCSCO$6.0MAddQ3 2024 13F$6.0M--$121.83
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