Donald Yacktman Portfolio Snapshot: Top Holdings Analysis for March 31, 2026
Donald Yacktman's $7.5 billion portfolio as of March 31, 2026, features significant changes in holdings like Canadian Natural Resources and Microsoft, alongside stable positions in consumer staples.
As of March 31, 2026, Donald Yacktman's portfolio managed by Yacktman Asset Management stands at approximately $7.5 billion. The portfolio's top holdings reflect a strategic allocation across various sectors, with a notable increase in certain stocks and decreases in others.
The largest position is in Canadian Natural Resources Limited (CNQ), representing 10.75% of the portfolio. The position saw a reduction of 11.9% in shares during the prior period, indicating a strategic shift or valuation adjustment.
Microsoft Corporation (MSFT) holds at 4.9% allocation, with a modest increase of 3.02% in shares, suggesting confidence in the tech giant's prospects.
Charles Schwab Corp (SCHW) experienced a slight decrease of 0.8% in shares, maintaining its 4.89% allocation. Similarly, Alphabet Inc. (GOOG) saw a minimal reduction of 0.29% in shares, keeping its 4.31% stake.
PepsiCo (PEP) and Johnson & Johnson (JNJ) both maintained their positions with negligible changes, at 4.2% and 4.07% respectively. However, Procter & Gamble (PG) showed a slight increase of 0.67% in shares, reinforcing its 3.72% allocation.
U-Haul Holding Company (UHAL-B) demonstrated the most significant increase in allocation, rising by 4.51% in shares, now holding at 3.6%. Reliance, Inc. (RS) also saw a small increase of 0.22% in shares, maintaining its 2.81% stake.
For detailed analysis of these holdings, you can explore Donald Yacktman's investment profile here: Investor Profile. Specific insights into each stock can be found by visiting their respective pages: CNQ, MSFT, SCHW, GOOG, PEP, JNJ, FOX, PG, UHAL-B, RS.