Donald Yacktman Portfolio Snapshot: Top Holdings Analysis for Yacktman Asset Management (March 31, 2026)
A snapshot of Donald Yacktman's portfolio at Yacktman Asset Management 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 top holdings reflect a diversified approach across various sectors, with significant allocations to Energy, Technology, Financial Services, and Consumer Defensive stocks.
The largest position is in Canadian Natural Resources Limited (CNQ), representing 10.75% of the portfolio. The position saw a reduction in shares by 11.9% compared to the previous period.
Microsoft Corporation (MSFT) holds a 4.9% allocation, with a slight increase in shares (+3.02%) during the period.
Charles Schwab Corp (SCHW) maintains a 4.89% stake, but the position decreased by 0.8% in shares.
Alphabet Inc. Class A (GOOG) and PepsiCo, Inc. (PEP) each hold around 4.3% and 4.2% of the portfolio, respectively, with minor decreases in share count (-0.29% and -0.03%).
Johnson & Johnson (JNJ) and Procter & Gamble Company (PG) round out the top five with allocations around 4.07% and 3.72%, showing negligible changes (-0.26% and +0.67%).
Other significant holdings include Fox Corporation Class A (FOX) at 3.94% (slight decrease), U-Haul Holding Company (UHAL-B) at 3.6% (significant increase of 4.51%), and Reliance, Inc. (RS) at 2.81% (small increase of 0.22%).
For detailed analysis of Donald Yacktman's investment strategy and these holdings, visit the investor profile: https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management. You can also explore each stock's performance and details at: https://www.insiderset.com/investors/stocks/CNQ, https://www.insiderset.com/investors/stocks/MSFT, https://www.insiderset.com/investors/stocks/SCHW, and many others listed in the portfolio.