- Portfolio
- Activity
Donald Yacktman Holdings Activity
Yacktman Asset Management Portfolio 13F
Yacktman Asset Management has disclosed a total of 62 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 11, bought 1 totally new, decreased the number of shares of 49 and completely sold out 1 position(s).
What stocks is Donald Yacktman buying now?
In the recent quarter Donald Yacktman has bought 12 securities out of which top 5 purchases (by % change to portfolio) are (UNH) UNITEDHEALTH GROUP INC (new buy), (MCO) MOODY'S CORP (added shares +61.99%), (MSCI) MSCI INC (added shares +53.31%), (HSY) HERSHEY CO/THE (added shares +44.5%) and (CLX) CLOROX COMPANY (added shares +37.21%).
What does Donald Yacktman invest in?
Donald Yacktman's top 5 holdings (by % of portfolio) are (CNQ) CANADIAN NATURAL RESOURCES (9.33%), (MSFT) MICROSOFT CORP (7.39%), (SCHW) SCHWAB (CHARLES) CORP (5.6%), (UHAL.B) U-HAUL HOLDING CO-NON VOTING (4.37%) and (PG) PROCTER & GAMBLE CO/THE (4.32%).
In the latest report(s) the following changes have been made to the top investments: (CNQ) CANADIAN NATURAL RESOURCES (reduced shares -18.85%), (MSFT) MICROSOFT CORP (reduced shares -8.16%), (SCHW) SCHWAB (CHARLES) CORP (reduced shares -3.05%), (UHAL.B) U-HAUL HOLDING CO-NON VOTING (reduced shares -0.14%) and (PG) PROCTER & GAMBLE CO/THE (reduced shares -4.67%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.