Donald Yacktman Sells in Q2 2025

Yacktman Asset Management LP

  • $6.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CNQ
Canadian Natural Resources LTD

Energy
-5.14M
- 18.85%
$25.14 - $34.01 $129M - $175M
22.1M $695M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-49.9K
- 13.25%
$483.48 - $539.8 $24.1M - $26.9M
327K $159M
PG
Procter & Gamble CO

Consumer Defensive
-99K
- 4.67%
$157.66 - $172.39 $15.6M - $17.1M
2.02M $322M
PEP
Pepsico Inc

Consumer Defensive
-5.71K
- 0.27%
$128.02 - $151.37 $732K - $865K
2.11M $278M
COP
Conocophillips

Energy
-60.2K
- 3.57%
$82.66 - $106.1 $4.98M - $6.39M
1.63M $146M
FOX
Fox Corp Cl B (De)

Communication Services
-342K
- 5.21%
$43.81 - $53.0 $15M - $18.1M
6.23M $321M
FANG
Diamondback Energy, Inc.

Energy
-1.31K
- 0.12%
$119.25 - $161.49 $156K - $212K
1.05M $144M
TSN
Tyson Foods, Inc.

Consumer Defensive
-16.1K
- 0.61%
$54.33 - $63.56 $876K - $1.02M
2.61M $146M
EOG
Eog Resources Inc

Energy
-66K
- 4.98%
$104.61 - $129.97 $6.91M - $8.58M
1.26M $151M
JNJ
Johnson & Johnson

Healthcare
-8.93K
- 0.65%
$146.36 - $159.82 $1.31M - $1.43M
1.36M $208M
NOC
Northrop Grumman Corp

Industrials
-12K
- 5.14%
$456.3 - $540.39 $5.5M - $6.51M
222K $111M
FOXA
Fox Corp

Communication Services
-111K
- 6.36%
$47.21 - $57.04 $5.25M - $6.34M
1.64M $91.7M
LMT
Lockheed Martin Corp

Industrials
-19K
- 7.85%
$430.82 - $486.45 $8.17M - $9.22M
223K $103M
DVN
Devon Energy Corp

Energy
-3.94K
- 0.61%
$26.8 - $37.92 $105K - $149K
642K $20.4M
KO
Coca Cola CO

Consumer Defensive
-23.1K
- 1.03%
$68.37 - $73.9 $1.58M - $1.71M
2.22M $157M
INGR
Ingredion Inc

Consumer Defensive
-19.6K
- 1.23%
$123.22 - $140.95 $2.42M - $2.77M
1.58M $214M
MAS
Masco Corp

Industrials
-8.48K
- 3.18%
$58.73 - $71.06 $498K - $603K
258K $16.6M
UHAL
Amerco

Industrials
-2.72K
- 0.81%
$58.65 - $67.88 $160K - $185K
333K $20.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 7.14%
$725400.0 - $809350.0 $725K - $809K
13 $9.47M
SYY
Sysco Corp

Consumer Defensive
-33.7K
- 2.49%
$68.0 - $75.91 $2.29M - $2.56M
1.32M $99.8M
CTSH
Cognizant Technology Solutions Corp

Technology
-85K
- 2.43%
$66.47 - $81.81 $5.65M - $6.95M
3.41M $266M
CSCO
Cisco Systems, Inc.

Technology
-56.8K
- 12.83%
$53.19 - $69.38 $3.02M - $3.94M
386K $26.8M
TDY
Teledyne Technologies Inc

Technology
-1K
- 22.22%
$435.54 - $512.31 $436K - $512K
3.5K $1.79M
UL
Unilever PLC

Consumer Defensive
-11K
- 4.38%
$57.9 - $65.43 $635K - $718K
239K $14.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-699
- 16.63%
$496.48 - $617.85 $347K - $432K
3.5K $2.16M
VZ
Verizon Communications Inc

Communication Services
-1K
- 1.92%
$41.67 - $45.62 $41.7K - $45.6K
51K $2.21M
Kenvue Inc
-83.3K
- 1.01%
N/A
8.19M $0
UHALB
Amerco Com Ser N
-8.34K
- 0.14%
N/A
5.99M $0
Talen Energy Corp
-1.2K
- 0.27%
N/A
444K $0
CRMT
Americas Carmart Inc

Consumer Cyclical
-2K
- 15.38%
$43.5 - $57.74 $87K - $115K
11K $616K
PM
Philip Morris International Inc.

Consumer Defensive
-601
- 8.23%
$149.23 - $184.95 $89.7K - $111K
6.7K $1.22M
WFC
Wells Fargo & Company

Financial Services
-7.62K
- 4.78%
$60.98 - $80.12 $464K - $610K
152K $12.2M
BK
Bank Of New York Mellon Corp

Financial Services
-34.7K
- 6.05%
$73.31 - $91.62 $2.55M - $3.18M
539K $49.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-27
- 2.36%
$4164.15 - $5789.24 $112K - $156K
1.12K $6.46M
GS
Goldman Sachs Group Inc

Financial Services
-173
- 1.95%
$462.22 - $707.75 $80K - $122K
8.7K $6.16M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-20.6K
- 0.27%
$7.69 - $11.46 $159K - $236K
7.63M $87.4M
EBAY
Ebay Inc

Consumer Cyclical
-120K
- 5.55%
$59.52 - $79.36 $7.12M - $9.5M
2.04M $152M
ORCL
Oracle Corp

Technology
-5.34K
- 4.8%
$122.82 - $218.63 $656K - $1.17M
106K $23.1M
GOOG
Alphabet Inc.

Communication Services
-123K
- 8.79%
$146.58 - $180.01 $18.1M - $22.2M
1.28M $227M
NWSA
News Corp

Communication Services
-409K
- 4.8%
$23.97 - $29.72 $9.81M - $12.2M
8.12M $241M
DAR
Darling Ingredients Inc.

Consumer Defensive
-3.96K
- 0.25%
$27.63 - $38.64 $109K - $153K
1.58M $59.9M
RS
Reliance Steel & Aluminum CO

Basic Materials
-14.8K
- 1.94%
$262.08 - $316.81 $3.88M - $4.69M
748K $235M
LHX
L3 Harris Technologies, Inc.

Industrials
-30.9K
- 5.61%
$200.21 - $256.99 $6.18M - $7.93M
520K $130M
AWI
Armstrong World Industries Inc

Industrials
-8.95K
- 1.03%
$126.1 - $163.12 $1.13M - $1.46M
861K $140M
STT
State Street Corp

Financial Services
-28.9K
- 2.34%
$75.33 - $106.34 $2.18M - $3.08M
1.21M $129M
DIS
Walt Disney CO

Communication Services
-52.8K
- 3.58%
$81.72 - $124.01 $4.32M - $6.55M
1.42M $177M
SCHW
Schwab Charles Corp

Financial Services
-144K
- 3.05%
$69.06 - $91.24 $9.92M - $13.1M
4.57M $417M
MSFT
Microsoft Corp

Technology
-98.2K
- 8.16%
$354.56 - $497.45 $34.8M - $48.9M
1.11M $550M
Activity Summary
Buys All Purchases 12 New Holdings 1 Increased Positions 11 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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