- Portfolio
- Activity
Donald Yacktman Holdings Activity
Yacktman Asset Management Portfolio 13F
Yacktman Asset Management has disclosed a total of 67 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 36, bought 5 totally new, decreased the number of shares of 25 and completely sold out 1 position(s).
What stocks is Donald Yacktman buying now?
In the recent quarter Donald Yacktman has bought 41 securities out of which top 5 purchases (by % change to portfolio) are (PYPL) PAYPAL HOLDINGS INC (new buy), (FDS) FACTSET RESEARCH SYSTEMS INC (new buy), (AVTR) AVANTOR INC (new buy), (BRBR) BELLRING BRANDS INC (new buy) and (EMBC) EMBECTA CORP (added shares +62.26%).
What does Donald Yacktman invest in?
Donald Yacktman's top 5 holdings (by % of portfolio) are (CNQ) CANADIAN NATURAL RESOURCES (10.75%), (MSFT) MICROSOFT CORP (4.9%), (SCHW) SCHWAB (CHARLES) CORP (4.89%), (GOOG) ALPHABET INC-CL C (4.31%) and (PEP) PEPSICO INC (4.2%).
In the latest report(s) the following changes have been made to the top investments: (CNQ) CANADIAN NATURAL RESOURCES (reduced shares -11.9%), (MSFT) MICROSOFT CORP (added shares +3.02%), (SCHW) SCHWAB (CHARLES) CORP (reduced shares -0.8%), (GOOG) ALPHABET INC-CL C (reduced shares -0.29%) and (PEP) PEPSICO INC (reduced shares -0.03%).
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.