Yacktman Asset Management
As of Q2 2026, Yacktman Asset Management reported 74 long-equity positions worth $8.09B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.59%
- 1-year
- +20.36%
- 3-year
- +42.40%
- 5-year
- +55.46%
- 3-year vs S&P 500
- -29.32%
- 5-year vs S&P 500
- -19.21%
- 5-year top 5
- +65.29%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 42 of 73 rows. Rows without a quote are marked unavailable.
| 1 | NWSA | News Corp. Cl. A common | 10.17% | Add +27.3% | 36,683,277 | $479.08M | $13.06 | No quote |
| 2 | PEP | PepsiCo Inc. common | 9.12% | Add +3.2% | 6,469,035 | $429.8M | $66.44 | No quote |
| 3 | KO | Coca-Cola Co. common | 8.36% | Add +0.6% | 6,734,106 | $394.08M | $58.52 | No quote |
| 4 | PFE | Pfizer Inc. common | 6.07% | Add +3.3% | 16,666,397 | $286.16M | $17.17 | No quote |
| 5 | MSFT | Microsoft Corp. common | 5.79% | Add +27.8% | 11,150,466 | $273.08M | $24.49 | No quote |
| 6 | VIAB | Viacom Inc. Cl. B common | 5.34% | Add +8.8% | 6,957,084 | $251.78M | No quote | No quote |
| 7 | CLX | Clorox Co. common | 5.24% | Reduce -1.7% | 3,698,107 | $246.89M | $66.76 | No quote |
| 8 | COP | ConocoPhillips common | 4.67% | Add +1.6% | 3,835,426 | $220.27M | $57.43 | No quote |
| 9 | JNJ | Johnson & Johnson common | 4.19% | Add +10.9% | 3,185,014 | $197.34M | $61.96 | No quote |
| 10 | PG | Procter & Gamble Co. common | 3.62% | Add +3.3% | 2,845,343 | $170.64M | $59.97 | No quote |
| 11 | BCR | CR Bard Inc. common | 3.30% | Add +44.3% | 1,911,668 | $155.67M | No quote | No quote |
| 12 | CMCSK | Comcast Corp. Spl A common | 3.19% | Add +1.0% | 8,827,274 | $150.15M | No quote | No quote |
| 13 | USB | U.S. Bancorp common | 2.50% | Add +36.6% | 5,453,793 | $117.91M | $21.62 | No quote |
| 14 | HPQ | Hewlett-Packard Co. common | 2.14% | Add +547.6% | 2,395,956 | $100.8M | $42.07 | No quote |
| 15 | HRB | Block H&R common | 2.12% | Add +89.0% | 7,724,958 | $100.04M | $12.95 | No quote |
| 16 | SYK | Stryker Corp. common | 1.97% | Add +1133.5% | 1,856,408 | $92.91M | $50.05 | No quote |
| 17 | SYY | Sysco Corporation common | 1.96% | Add +0.9% | 3,237,720 | $92.34M | $28.52 | No quote |
| 18 | APOL | Apollo Group common | 1.82% | New | 1,667,039 | $85.6M | No quote | No quote |
| 19 | EBAY | Ebay Inc. common | 1.81% | Add +0.4% | 3,501,646 | $85.44M | $24.40 | No quote |
| 20 | BDX | Becton Dickinson common | 1.65% | Add +7.9% | 1,047,343 | $77.61M | $74.10 | No quote |
| 21 | UNH | United Healthcare common | 1.53% | Add +1.5% | 2,059,652 | $72.31M | $35.11 | No quote |
| 22 | WMT | Wal Mart Stores Inc. common | 1.51% | Add +6.4% | 1,326,205 | $70.98M | $53.52 | No quote |
| 23 | QVCA | Liberty Media Int. A common | 1.40% | Reduce 0.0% | 4,805,075 | $65.88M | No quote | No quote |
| 24 | COV | Covidien Plc. common | 1.39% | Add +431.2% | 1,632,375 | $65.61M | No quote | No quote |
| 25 | GLW | Corning Inc. common | 1.10% | New | 2,832,072 | $51.77M | $18.28 | No quote |
| 26 | TSS | Total System Svc. Inc. common | 1.06% | Add +9.4% | 3,272,568 | $49.87M | No quote | No quote |
| 27 | LANC | Lancaster Colony Corp. common | 1.00% | Add +35.4% | 990,057 | $47.03M | $47.50 | No quote |
| 28 | TYIDY | Toyota Industries ADR common | 0.66% | Add +9.3% | 1,180,000 | $31.28M | No quote | No quote |
| 29 | INPGP | Interpublic Grp. Pfd. | 0.61% | - | 29,010 | $28.58M | No quote | No quote |
| 30 | BK | BNY Mellon Corp common | 0.58% | Add +103.8% | 1,041,691 | $27.22M | $26.13 | No quote |
| 31 | BRK/A | Berkshire Hath Cl. A commonCUSIP 084670108 | 0.35% | Reduce -11.8% | 134 | $16.68M | No quote | No quote |
| 32 | PDCO | Patterson Companies common | 0.30% | New | 500,000 | $14.33M | No quote | No quote |
| 33 | AXP | American Express Co. common | 0.30% | Reduce -3.1% | 333,700 | $14.03M | $42.03 | No quote |
| 34 | DELL | Dell Inc. common | 0.29% | Add +94.5% | 1,070,000 | $13.87M | $12.96 | No quote |
| 35 | TBBK | Bancorp Inc., The common | 0.29% | Add +0.1% | 2,061,342 | $13.79M | No quote | No quote |
| 36 | MDT | Medtronic, Inc. common | 0.28% | New | 400,000 | $13.43M | $33.58 | No quote |
| 37 | L | Loews Corp. common | 0.26% | - | 320,000 | $12.13M | $37.90 | No quote |
| 38 | REXI | Resource America Inc. common | 0.19% | Reduce -2.7% | 1,599,466 | $9.09M | No quote | No quote |
| 39 | WLP | WellPoint Inc. common | 0.18% | - | 150,500 | $8.52M | No quote | No quote |
| 40 | DISH | Dish Network Corp. common | 0.17% | - | 420,000 | $8.05M | No quote | No quote |
| 41 | ANF | Abercrombie & Fitch common | 0.17% | - | 200,000 | $7.86M | $39.32 | No quote |
| 42 | SLMAP | SLM Corp. Pfd. A | 0.14% | - | 163,200 | $6.53M | No quote | No quote |
| 43 | BAC | Bank of America common | 0.13% | - | 466,500 | $6.12M | $13.11 | No quote |
| 44 | CL | Colgate Palmolive common | 0.12% | - | 70,600 | $5.43M | $76.86 | No quote |
| 45 | PBH | Prestige Brands Hldgs common | 0.09% | - | 446,600 | $4.42M | $9.89 | No quote |
| 46 | TYC | Tyco International common | 0.08% | - | 99,125 | $3.64M | No quote | No quote |
| 47 | DNB | Dun & Bradstreet Corp. common | 0.06% | Reduce -4.0% | 40,900 | $3.03M | No quote | No quote |
| 48 | PM | Philip Morris Int'l common | 0.06% | Reduce -1.8% | 53,201 | $2.98M | $56.01 | No quote |
| 49 | XOM | Exxon Mobil Corp. common | 0.06% | Reduce -2.1% | 46,300 | $2.86M | $61.79 | No quote |
| 50 | WU | Western Union Co. common | 0.06% | - | 154,201 | $2.73M | $17.67 | No quote |
| 51 | LUK | Leucadia Nat'l Corp. common | 0.06% | - | 115,200 | $2.72M | No quote | No quote |
| 52 | TJX | TJX Co. common | 0.05% | Reduce -6.2% | 51,300 | $2.29M | $44.64 | No quote |
| 53 | WAG | Walgreen Co. common | 0.05% | Reduce -5.5% | 66,500 | $2.23M | No quote | No quote |
| 54 | WSC | Wesco Financial Co. common | 0.04% | - | 5,780 | $2.07M | $358.13 | No quote |
| 55 | BRK/B | Berkshire Hath Cl. B commonCUSIP 084670702 | 0.04% | Reduce -14.3% | 23,900 | $1.98M | No quote | No quote |
| 56 | UPS | United Parcel Service common | 0.04% | Reduce -1.0% | 29,406 | $1.96M | $66.69 | No quote |
| 57 | EFX | Equifax Inc. common | 0.04% | Reduce -9.8% | 54,900 | $1.71M | $31.20 | No quote |
| 58 | ACF | AmeriCredit Corp. common | 0.03% | Reduce -98.5% | 54,500 | $1.33M | No quote | No quote |
| 59 | MO | Altria Group common | 0.03% | Reduce -1.9% | 52,501 | $1.26M | $24.02 | No quote |
| 60 | NWS | News Corporation common | 0.03% | - | 80,000 | $1.21M | $15.06 | No quote |
| 61 | EXC | Exelon Corp. common | 0.02% | - | 26,900 | $1.15M | No quote | No quote |
| 62 | KFT | Kraft Foods, Inc. common | 0.02% | - | 36,837 | $1.14M | No quote | No quote |
| 63 | VIA | Viacom Inc. Cl. A common | 0.02% | - | 23,575 | $945K | No quote | No quote |
| 64 | WFC | Wells Fargo & Co. common | 0.02% | - | 33,700 | $847K | $25.13 | No quote |
| 65 | PAYX | Paychex Inc. common | 0.01% | Reduce -67.3% | 21,600 | $594K | $27.50 | No quote |
| 66 | MKL | Markel Corp. common | 0.01% | - | 900 | $310K | $344.44 | No quote |
| 67 | DFJ | WisdomTree Japan ETF | 0.01% | - | 7,400,000 | $300K | No quote | No quote |
| 68 | MTG | MGIC Investment common | 0.01% | - | 30,000 | $277K | $9.23 | No quote |
| 69 | SLE | Sara Lee Corp. common | 0.00% | - | 16,800 | $226K | No quote | No quote |
| 70 | TDA | Telephone & Data Pfd. | 0.00% | Reduce -63.4% | 8,130 | $204K | No quote | No quote |
| 73 | VNV | Viacom Inc. Pfd. | - | Sold | 0 | $0 | No quote | No quote |
| 72 | JSM | SLM Corp. SR NT common | - | Sold | 0 | $0 | No quote | No quote |
| 71 | LOW | Lowes Companies Inc. common | - | Sold | 0 | $0 | No quote | No quote |