Donald Yacktman – Yacktman Asset Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Yacktman Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 06, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – UnitedHealth Group Incorporated (UNH)
Increases – GrafTech International Ltd. (EAF), Amplify Energy Corp. (AMPY), Olin Corporation (OLN), Embecta Corp. (EMBC), Clorox Company (The) (CLX), and 6 more
Reductions – Berkshire Hathaway Inc. (BRK-A), Booking Holdings Inc. Common St (BKNG), Goldman Sachs Group, Inc. (The) (GS), Philip Morris International Inc (PM), SPDR S&P 500 (SPY), and 44 more
Complete Exits – A-Mark Precious Metals, Inc. (AMRK)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Yacktman Asset Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2018Dec 31, 2018 | EAF GrafTech International Ltd. | Buy | +64,000+320.0% |
Q4 2018Dec 31, 2018 | UHAL U-Haul Holding Company | Buy | +34,890+26.7% |
Q4 2018Dec 31, 2018 | SPY SPDR S&P 500 | Buy | +11,848+1569.3% |
Q4 2018Dec 31, 2018 | CL Colgate-Palmolive Company | Buy | +11,300+0.9% |
Q4 2018Dec 31, 2018 | BRK-B Berkshire Hathaway Inc. New | Buy | +2,878+2.5% |
Q4 2018Dec 31, 2018 | GLW Corning Incorporated | Buy | +2,475+0.2% |
Q4 2018Dec 31, 2018 | SYK Stryker Corporation | Buy | +411+1.1% |
Q4 2018Dec 31, 2018 | BRK-A Berkshire Hathaway Inc. | Buy | +35+116.7% |
Q4 2018Dec 31, 2018 | MMM 3M Company | Sell - Position Exit | -1,000-100.0% |
Q4 2018Dec 31, 2018 | CRMT America's Car-Mart, Inc. | Sell | -1,000-14.3% |
Q4 2018Dec 31, 2018 | CLX Clorox Company (The) | Sell | -1,562-2.4% |
Q4 2018Dec 31, 2018 | PM Philip Morris International Inc | Sell | -1,800-6.5% |
Q4 2018Dec 31, 2018 | ELV Elevance Health, Inc. | Sell | -71,315-8.7% |
Q4 2018Dec 31, 2018 | JNJ Johnson & Johnson | Sell | -138,554-2.9% |
Q4 2018Dec 31, 2018 | MSFT Microsoft Corporation | Sell | -317,333-7.5% |
Q4 2018Dec 31, 2018 | CSCO Cisco Systems, Inc. | Sell | -366,468-5.6% |
Q4 2018Dec 31, 2018 | KO Coca-Cola Company (The) | Sell | -958,049-6.7% |
Q4 2018Dec 31, 2018 | INFY Infosys Limited | Sell | -1,228,380-10.7% |
Q4 2018Dec 31, 2018 | PG Procter & Gamble Company (The) | Sell | -3,224,936-20.9% |
Q3 2018Sep 30, 2018 | INFY Infosys Limited | Buy | +5,673,808+98.0% |
Q3 2018Sep 30, 2018 | MU Micron Technology, Inc. | Buy - Position Entry | +257,513 |
Q3 2018Sep 30, 2018 | BRK-B Berkshire Hathaway Inc. New | Buy | +20,292+21.2% |
Q3 2018Sep 30, 2018 | EAF GrafTech International Ltd. | Buy - Position Entry | +20,000 |
Q3 2018Sep 30, 2018 | CTSH Cognizant Technology Solutions | Buy | +12,116+1.0% |
Q3 2018Sep 30, 2018 | UHAL U-Haul Holding Company | Buy | +10,636+8.8% |
Q3 2018Sep 30, 2018 | ABT Abbott Laboratories | Buy - Position Entry | +2,800 |
Q3 2018Sep 30, 2018 | KO Coca-Cola Company (The) | Buy | +2,443+0.0% |
Q3 2018Sep 30, 2018 | MMM 3M Company | Buy - Position Entry | +1,000 |
Q3 2018Sep 30, 2018 | PM Philip Morris International Inc | Sell | -200-0.7% |
Q3 2018Sep 30, 2018 | XOM Exxon Mobil Corporation | Sell | -879-0.0% |