Donald Yacktman Portfolio Snapshot: Top Holdings and Recent Share Changes
A snapshot of Donald Yacktman's portfolio as of March 31, 2026, highlighting top holdings and observable changes in share positions.
As of March 31, 2026, Donald Yacktman's portfolio managed by Yacktman Asset Management had a total value of approximately $7.5 billion. The portfolio's top holdings, representing significant portions of the total assets, include positions in major corporations across various sectors.
The largest position is in Canadian Natural Resources Limited (CNQ), an Energy stock, accounting for 10.75% of the portfolio. There was a notable decrease in shares of CNQ from the previous period, with a 11.9% reduction in position size.
Technology sector holdings include Microsoft Corporation (MSFT), which holds a 4.9% allocation. The position in MSFT saw a slight increase in shares (+3.02%) during the period.
Financial Services is represented by Charles Schwab Corp (SCHW) at 4.89% allocation. The position in SCHW experienced a minor reduction in shares (-0.8%) from the prior period.
Consumer Defensive stocks show notable positions in PepsiCo, Inc. (PEP) at 4.2% and Johnson & Johnson (JNJ) at 4.07%. Both PEP and JNJ saw very slight decreases in shares (-0.03% and -0.26%, respectively).
Communication Services holdings include Alphabet Inc. Class A (GOOG) at 4.31% and Fox Corporation Class A (FOX) at 3.94%. Both GOOG and FOX saw minor decreases in shares (-0.29% and -0.06%, respectively).
Other significant holdings include Procter & Gamble Company (PG) at 3.72% (Consumer Defensive) with a slight increase in shares (+0.67%), U-Haul Holding Company (UHAL-B) at 3.6% (Industrials) with a moderate increase (+4.51%), and Reliance, Inc. (RS) at 2.81% (Basic Materials) with a very slight increase (+0.22%).
For more detailed information on Donald Yacktman's investment profile, please visit https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management. You can also explore detailed data on each stock holding, such as Canadian Natural Resources Limited (CNQ) at https://www.insiderset.com/investors/stocks/CNQ, Microsoft Corporation (MSFT) at https://www.insiderset.com/investors/stocks/MSFT, and other holdings available on the platform.