Donald Yacktman March 2026 Portfolio Update: Top Holdings Shifts Revealed
Donald Yacktman's portfolio valued at $7.48 billion as of March 31, 2026, features significant changes in top holdings like Canadian Natural Resources and Microsoft, alongside steady positions in consumer staples.
As of March 31, 2026, Donald Yacktman's portfolio at Yacktman Asset Management is valued at approximately $7.48 billion. The top holdings include significant allocations in Energy, Technology, Financial Services, and Consumer Defensive sectors.
Donald Yacktman减持了Canadian Natural Resources Limited (CNQ), reducing shares by 11.9% compared to the previous period. The investment in Microsoft Corporation (MSFT) saw a modest increase in shares (+3.02%) during the reporting period.
Yacktman Asset Management's portfolio includes Charles Schwab Corp (SCHW), whose stock allocation experienced a slight decrease in shares (-0.8%) but maintained its position. Alphabet Inc. Class A (GOOG) saw a minimal reduction in shares (-0.29%), while PepsiCo, Inc. (PEP) experienced negligible changes.
The investor's stake in Johnson & Johnson (JNJ) decreased slightly (-0.26%), while Procter & Gamble Company (PG) saw a small increase (+0.67%) in allocation. U-Haul Holding Company (UHAL-B) experienced a notable increase in allocation (+4.51%) during the period.
Reliance, Inc. (RS) allocation increased by 0.22%, adding to Yacktman's exposure in the Basic Materials sector. For detailed analysis of these holdings, visit Donald Yacktman's profile and individual stock pages like CNQ, MSFT, and others.