Donald Yacktman's Top Holdings in Q1 2026: Analysis of Portfolio Concentrations
This analysis examines Donald Yacktman's top holdings as of March 31, 2026, highlighting significant positions in Energy, Technology, and Financial Services.
Donald Yacktman's investment strategy as of March 31, 2026, is characterized by significant concentrations in key sectors. His portfolio, managed through Yacktman Asset Management, includes holdings in Energy, Technology, Financial Services, and several consumer-focused companies.
Leading Yacktman's portfolio is Canadian Natural Resources Limited (CNQ), representing 10.75% of the total value. This Energy sector holding saw a decrease of 11.9% in shares from the prior period.
Microsoft Corporation (MSFT), a Technology stock, holds a 4.9% allocation. Yacktman increased his stake by 3.02% in the latest reporting period.
Charles Schwab Corp (SCHW) in the Financial Services sector accounts for 4.89% of the portfolio. The holding experienced a slight reduction, with a 0.8% decrease in shares.
Alphabet Inc. Class A (GOOG), part of the Communication Services sector, represents 4.31% of the portfolio. Yacktman reduced his position by 0.29%.
PepsiCo, Inc. (PEP), a Consumer Defensive stock, holds a 4.2% allocation. The position saw minimal change, with a 0.03% decrease.
Johnson & Johnson (JNJ), in the Healthcare sector, represents 4.07% of the portfolio. Yacktman reduced his stake by 0.26%.
Fox Corporation Class A (FOX), another Communication Services holding, accounts for 3.94% of the portfolio. The position decreased slightly by 0.06%.
Procter & Gamble Company (PG), a Consumer Defensive stock, holds a 3.72% allocation. Yacktman increased his position by 0.67%.
U-Haul Holding Company (UHAL-B), in the Industrials sector, represents 3.6% of the portfolio. Yacktman significantly increased his stake by 4.51%.
Reliance, Inc. (RS), a Basic Materials holding, accounts for 2.81% of the portfolio. The position saw a modest increase of 0.22%.
For a complete view of Donald Yacktman's investment profile, visit InsiderSet. Detailed analysis of each stock, including CNQ, MSFT, SCHW, GOOG, PEP, JNJ, FOX, PG, UHAL-B, and RS, is available at their respective pages on InsiderSet.