Donald Yacktman March 2026 Portfolio Update: Strategic Shifts in Top Holdings
Donald Yacktman's portfolio totaled $7.48 billion as of March 31, 2026, featuring significant reductions in Energy and Technology stocks while increasing exposure to Industrials.
Donald Yacktman's portfolio totaled $7.48 billion as of March 31, 2026, with the top ten holdings accounting for approximately 49.5% of the total value.
Donald Yacktman减持了Canadian Natural Resources Limited (CNQ), reducing his position by 11.9% in the Energy sector.
Donald Yacktman增持了U-Haul Holding Company (UHAL-B) by 4.51% in the Industrials sector.
Donald Yacktman减持了Microsoft Corporation (MSFT) by 1.9% in the Technology sector.
Donald Yacktman减持了Charles Schwab Corp (SCHW) by 0.8% in the Financial Services sector.
Donald Yacktman减持了Alphabet Inc. Class A (GOOG) by 0.29% in the Communication Services sector.
Donald Yacktman减持了PepsiCo, Inc. (PEP) by 0.03% in the Consumer Defensive sector.
Donald Yacktman减持了Johnson & Johnson (JNJ) by 0.26% in the Healthcare sector.
Donald Yacktman减持了Fox Corporation Class A (FOX) by 0.06% in the Communication Services sector.
Donald Yacktman增持了Procter & Gamble Company (PG) by 0.67% in the Consumer Defensive sector.
Donald Yacktman增持了Reliance, Inc. (RS) by 0.22% in the Basic Materials sector.