Donald Yacktman Q1 2026 Portfolio: Notable Shifts in Energy, Industrials, and Consumer Staples

As of March 31, 2026, Donald Yacktman's portfolio at Yacktman Asset Management showed notable quarterly adjustments across key holdings. The largest change was a 11.9% reduction in shares of Canadian Natural Resources Limited (CNQ), reflecting a strategic shift away from energy. Conversely, there was a significant increase in U-Haul Holding Company (UHAL-B) with a 4.51% rise in shares, indicating a potential tilt towards industrials. Other notable moves included a slight increase in Procter & Gamble (PG) and various other adjustments across sectors.

Yacktman's portfolio also saw a 3.02% increase in Microsoft Corporation (MSFT), maintaining its position in the technology sector. Charles Schwab Corp (SCHW) experienced a minor decrease of 0.8% in shares, while Alphabet Inc. Class A (GOOG) saw a slight reduction of 0.29%. PepsiCo, Inc. (PEP) and Johnson & Johnson (JNJ) both recorded minor decreases of 0.03% and 0.26%, respectively.

The investor's holdings in Fox Corporation Class A (FOX) and Procter & Gamble (PG) also showed minor declines of 0.06% and 0.67%, though the latter saw a slight positive change. Reliance, Inc. (RS) added a minimal number of shares, increasing by 0.22%, while maintaining its position in the basic materials sector.

For a complete view of Donald Yacktman's investment strategy and performance, visit his profile at InsiderSet. Detailed analysis of each stock, including Charles Schwab Corp (SCHW), PepsiCo (PEP), and others, can be found on InsiderSet's stock pages.