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 50 of 63 rows. Rows without a quote are marked unavailable.
| 1 | PEP | PepsiCo, Inc. | 5.95% | Reduce -1.8% | 3,244,727 | $481.19M | $148.30 | |
| 2 | SYY | Sysco Corporation | 5.44% | Reduce -1.4% | 5,924,876 | $439.98M | $74.26 | |
| 3 | PG | Procter & Gamble | 5.41% | Reduce -4.0% | 3,142,705 | $437.28M | $139.14 | |
| 4 | DIS | Walt Disney Company | 5.28% | Reduce -23.0% | 2,356,885 | $427.02M | $181.18 | |
| 5 | MSFT | Microsoft Corp. | 5.07% | Reduce -2.2% | 1,844,041 | $410.15M | $222.42 | |
| 6 | GOOG | Alphabet Inc. | 5.03% | Reduce -0.9% | 232,286 | $406.94M | $1751.88 | |
| 7 | NWSA | News Corp Cl A | 4.76% | Reduce -1.1% | 21,435,965 | $385.2M | $17.97 | |
| 8 | BKNG | Booking Hldgs Inc. Com | 4.51% | Reduce -1.2% | 163,782 | $364.79M | $2227.27 | |
| 9 | CTSH | Cognizant Technology Solutions | 4.42% | Reduce -1.0% | 4,358,152 | $357.15M | $81.95 | |
| 10 | KO | Coca-Cola Co. | 4.34% | Reduce -1.4% | 6,403,245 | $351.15M | $54.84 | |
| 11 | JNJ | Johnson & Johnson | 4.23% | Reduce -1.5% | 2,173,032 | $341.99M | $157.38 | |
| 12 | M | Macy's Inc. | 3.50% | Reduce -28.3% | 25,153,751 | $282.98M | $11.25 | |
| 13 | FOX | Fox Corp B | 3.24% | Reduce -19.1% | 9,076,330 | $262.12M | $28.88 | |
| 14 | STT | State Street Corp | 3.16% | Reduce -1.1% | 3,514,589 | $255.79M | $72.78 | |
| 15 | USB | U.S. Bancorp | 2.69% | Reduce -0.3% | 4,670,254 | $217.59M | $46.59 | |
| 16 | INGR | Ingredion Inc | 2.33% | Add +168.7% | 2,395,805 | $188.48M | $78.67 | |
| 17 | SCHW | Charles Schwab Corp | 2.27% | Add +7732.8% | 3,462,106 | $183.63M | $53.04 | |
| 18 | HUN | Huntsman Corporation | 2.09% | Reduce -1.6% | 6,733,145 | $169.27M | $25.14 | |
| 19 | TSN | Tyson Foods Inc | 2.07% | New | 2,599,637 | $167.52M | $64.44 | |
| 20 | BK | BNY Mellon Corp. | 1.99% | Reduce -0.1% | 3,795,597 | $161.09M | $42.44 | |
| 21 | WFC | Wells Fargo & Co | 1.70% | Reduce -0.6% | 4,547,283 | $137.24M | $30.18 | |
| 22 | FOXA | Fox Corp A | 1.66% | Reduce -34.6% | 4,598,786 | $133.92M | $29.12 | |
| 23 | ELV | Anthem Inc. | 1.58% | Reduce -0.3% | 398,746 | $128.03M | $321.09 | |
| 24 | CSCO | Cisco Systems Inc. | 1.56% | Reduce -1.4% | 2,828,169 | $126.56M | $44.75 | |
| 25 | ORCL | Oracle Corporation | 1.54% | Reduce -1.6% | 1,926,633 | $124.63M | $64.69 | |
| 26 | UHAL | Amerco | 1.38% | Reduce -3.5% | 246,122 | $111.73M | $453.96 | |
| 27 | CL | Colgate-Palmolive | 1.37% | Add +0.1% | 1,295,500 | $110.78M | $85.51 | |
| 28 | MSM | MSC Industrial Direct Co. | 1.33% | Reduce -2.7% | 1,274,343 | $107.54M | $84.39 | |
| 29 | RL | Ralph Lauren Corp | 1.03% | Reduce -0.6% | 802,477 | $83.25M | No quote | No quote |
| 30 | CMCSA | Comcast Cl A | 0.98% | Add +0.4% | 1,506,100 | $78.92M | $52.40 | |
| 31 | FHB | First Hawaiian Inc. | 0.86% | Reduce -0.9% | 2,934,937 | $69.21M | $23.58 | |
| 32 | GS | Goldman Sachs Grp | 0.85% | Add +0.2% | 262,243 | $69.16M | $263.71 | |
| 33 | COP | ConocoPhillips | 0.76% | Add +1.1% | 1,530,349 | $61.2M | $39.99 | |
| 34 | EAF | Graftech International LTD | 0.71% | Reduce -3.2% | 5,369,398 | $57.24M | $10.66 | |
| 35 | XOM | Exxon Mobil Corp. | 0.70% | Add +0.1% | 1,368,195 | $56.4M | $41.22 | |
| 36 | MU | Micron Technology Inc | 0.66% | Add +2.3% | 708,487 | $53.26M | $75.18 | |
| 37 | BRK/B | Berkshire Hathaway BCUSIP 084670702 | 0.56% | Reduce -1.8% | 195,075 | $45.23M | No quote | No quote |
| 38 | GLW | Corning Inc. | 0.53% | Reduce -0.1% | 1,186,394 | $42.71M | $36.00 | |
| 39 | FCFS | Firstcash Inc. Com | 0.48% | Add +0.5% | 558,100 | $39.09M | No quote | No quote |
| 40 | ACA | Arcosa Inc. | 0.33% | Reduce -5.1% | 483,099 | $26.54M | $54.93 | |
| 41 | INFY | Infosys Ltd | 0.30% | Reduce -4.1% | 1,435,766 | $24.34M | $16.95 | |
| 42 | BRK/A | Berkshire Hathaway ACUSIP 084670108 | 0.27% | - | 63 | $21.91M | No quote | No quote |
| 43 | ABEV | Ambev SSA | 0.26% | - | 7,000,000 | $21.42M | $3.06 | |
| 44 | UL | Unilever PLC ADR | 0.18% | New | 242,614 | $14.64M | $60.36 | |
| 45 | NWS | News Corp CL B | 0.13% | Reduce -13.0% | 591,987 | $10.52M | $17.77 | |
| 46 | WDR | Waddell & Reed Financial Inc C | 0.11% | Reduce -18.6% | 362,000 | $9.22M | No quote | No quote |
| 47 | SYK | Stryker Corporation | 0.07% | Reduce -5.2% | 22,821 | $5.59M | $245.04 | |
| 48 | TREC | Trecora Resources | 0.06% | Add +52.2% | 636,023 | $4.45M | No quote | No quote |
| 49 | RDI | Reading International, Inc. | 0.05% | - | 862,000 | $4.33M | $5.02 | |
| 50 | CLX | Clorox Company | 0.05% | - | 19,225 | $3.88M | $201.92 | |
| 51 | MA | Mastercard Inc. | 0.04% | - | 9,280 | $3.31M | $356.90 | |
| 52 | VMI | Valmont Industries Inc. | 0.03% | Reduce -2.2% | 14,195 | $2.48M | No quote | No quote |
| 53 | PM | Philip Morris Intl | 0.02% | - | 23,501 | $1.95M | $82.81 | |
| 54 | HSY | Hershey Co. | 0.02% | - | 10,200 | $1.55M | $152.35 | |
| 55 | TLYS | Tilly's, Inc. | 0.02% | Reduce -16.3% | 169,000 | $1.38M | No quote | No quote |
| 56 | LEGH | Legacy Housing Corporation | 0.01% | - | 70,250 | $1.06M | $15.10 | |
| 57 | MO | Altria Group Inc. | 0.01% | - | 22,500 | $922K | $40.98 | |
| 58 | SPY | Spdr S&P 500 ETF | 0.01% | Add +193.3% | 2,056 | $769K | $374.03 | |
| 59 | EPM | Evolution Petroleum Corporatio | 0.01% | New | 165,000 | $470K | No quote | No quote |
| 60 | LOV | Spark Networks SE | 0.01% | - | 86,000 | $458K | No quote | No quote |
| 61 | OTEL | Otelco Inc. | 0.00% | - | 34,031 | $390K | No quote | No quote |
| 63 | UN | Unilever N.V. | - | Sold | 0 | $0 | No quote | No quote |
| 62 | AMTD | TD Ameritrade Hldg Corp | - | Sold | 0 | $0 | No quote | No quote |