Donald Yacktman

Yacktman Asset Management

Value — consumer staples focus

Focuses on high-quality businesses with strong free cash flow, often in consumer staples. Manages forward rate of return versus risk.

$7.50B

Portfolio Value

Positions

2026-05-01 ↗

SEC 13F Filing

Changes This Q

Portfolio Map

Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis

New position Increased Reduced Sold / Closed Unchanged CALLBullish options bet PUTBearish options bet

Full Portfolio · 2026-05-01

76 positions — click any ticker to open its analysis page

#	Ticker	Company	Type	Value	% Portfolio	Δ %	Shares	Status

Quarter-over-Quarter Changes

2026-02-03 → 2026-05-01 · 50 positions moved

Action	Ticker	Company	Shares Δ ⓘ	Value ⓘ	Wt. Δ ⓘ	Portfolio % ⓘ