Donald Yacktman Top Holdings Analysis: March 2026 Portfolio Insights

Donald Yacktman's portfolio as of March 31, 2026, shows a strategic allocation across various sectors, with Energy leading the top holdings. His largest position is in Canadian Natural Resources Limited (CNQ), representing 10.75% of the portfolio. Yacktman reduced his stake in CNQ by 11.9% during the prior period, indicating a strategic shift or response to market conditions.

In Technology, Microsoft Corporation (MSFT) holds a 4.9% allocation, with Yacktman increasing his position by 3.02%. Financial Services is represented by Charles Schwab Corp (SCHW) at 4.89%, though the investor slightly trimmed shares by 0.8%. Communication Services includes Alphabet Inc. Class A (GOOG) at 4.31%, where Yacktman reduced exposure by 0.29%.

Consumer Defensive sectors are covered by PepsiCo, Inc. (PEP) and Procter & Gamble Company (PG), both around 4.2% and 3.72% respectively. Yacktman maintained PEP with minimal change (-0.03%) while slightly increasing PG by 0.67%. Communication Services also includes Fox Corporation Class A (FOX) at 3.94%, with negligible share reduction.

Industrials and Basic Materials allocations come from U-Haul Holding Company (UHAL-B) and Reliance, Inc. (RS), representing 3.6% and 2.81% of the portfolio. Yacktman significantly boosted his UHAL-B position by 4.51%, while his stake in RS grew by just 0.22%.

For detailed analysis of these holdings, explore Donald Yacktman's investment profile at https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management and individual stock profiles including Canadian Natural Resources Limited (https://www.insiderset.com/investors/stocks/CNQ), Microsoft (https://www.insiderset.com/investors/stocks/MSFT), and other companies in his portfolio.