- Portfolio
- Activity
Donald Yacktman Holdings Activity
Yacktman Asset Management Portfolio 13F
Yacktman Asset Management has disclosed a total of 55 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 9, decreased the number of shares of 45 and completely sold out 1 position(s).
What stocks is Donald Yacktman buying now?
In the recent quarter Donald Yacktman has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (OLN) OLIN CORP (added shares +3.14%), (PEP) PEPSICO INC (added shares +0.5%), (DAR) DARLING INGREDIENTS INC (added shares +1.84%), (HSY) HERSHEY CO/THE (added shares +20.59%) and (DVN) DEVON ENERGY CORP (added shares +2.01%).
What does Donald Yacktman invest in?
Donald Yacktman's top 5 holdings (by % of portfolio) are (CNQ) CANADIAN NATURAL RESOURCES (11.04%), (MSFT) MICROSOFT CORP (5.94%), (SCHW) SCHWAB (CHARLES) CORP (4.85%), (PG) PROCTER & GAMBLE CO/THE (4.74%) and (UHAL.B) U-HAUL HOLDING CO-NON VOTING (4.66%).
In the latest report(s) the following changes have been made to the top investments: (CNQ) CANADIAN NATURAL RESOURCES (reduced shares -5.76%), (MSFT) MICROSOFT CORP (reduced shares -1.11%), (SCHW) SCHWAB (CHARLES) CORP (reduced shares -3.39%), (PG) PROCTER & GAMBLE CO/THE (reduced shares -1.92%) and (UHAL.B) U-HAUL HOLDING CO-NON VOTING (reduced shares -3.04%).
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.