HoldingsChannel.com
Yacktman Asset Management LP Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
Procter & Gamble 11,015,235 -1,225,658 $1,146,135
     PG11,015,235-1,225,658$1,146,135
PepsiCo Inc. 7,486,482 -204,767 $917,468
     PEP7,486,482-204,767$917,468
Johnson & Johnson 4,719,806 +11,692 $659,782
     JNJ4,719,806+11,692$659,782
Coca Cola Co. 13,161,957 -76,101 $616,769
     KO13,161,957-76,101$616,769
Oracle Corporation 9,465,958 -4,235,569 $508,417
     ORCL9,465,958-4,235,569$508,417
Walt Disney Company 4,566,930 +4,566,930 $507,066
     DIS4,566,930+4,566,930$507,066
Microsoft Corp. 3,288,475 -651,183 $387,843
     MSFT3,288,475-651,183$387,843
Booking Hldgs Inc. Com 212,670 +212,670 $371,090
     BKNG212,670+212,670$371,090
Sysco Corporation 4,155,469 -24,049 $277,419
     SYY4,155,469-24,049$277,419
Cisco Systems Inc. 4,662,509 -1,517,193 $251,729
     CSCO4,662,509-1,517,193$251,729
Fox Corp B 6,982,674 +6,982,674 $250,538
     FOXBV6,982,674+6,982,674$250,538
U.S. Bancorp 4,732,277 +10,808 $228,048
     USB4,732,277+10,808$228,048
Anthem Inc. 746,024 -1,813 $214,094
     ANTM746,024-1,813$214,094
Alphabet Inc. 181,353 +181,353 $212,783
     GOOG181,353+181,353$212,783
Exxon Mobil Corp. 2,297,201 +14,871 $185,614
     XOM2,297,201+14,871$185,614
BNY Mellon Corp. 3,625,480 +2,011 $182,833
     BK3,625,480+2,011$182,833
State Street Corp 2,609,815 +174,954 $171,752
     STT2,609,815+174,954$171,752
ConocoPhillips 2,243,297 -12,806 $149,718
     COP2,243,297-12,806$149,718
Infosys Ltd 9,067,325 -1,168,960 $99,106
     INFY9,067,325-1,168,960$99,106
Cognizant Technology Solutions 1,356,552 -3,466 $98,282
     CTSH1,356,552-3,466$98,282
Wells Fargo & Co 2,021,790 +18,715 $97,693
     WFC2,021,790+18,715$97,693
Colgate Palmolive 1,267,600 +11,000 $86,881
     CL1,267,600+11,000$86,881
Comcast Cl A 1,867,500 -15,500 $74,663
     CMCSA1,867,500-15,500$74,663
Amerco 178,495 +12,716 $66,313
     UHAL178,495+12,716$66,313
Fox Corp A 1,804,616 +1,804,616 $66,247
     FOXAV1,804,616+1,804,616$66,247
Goldman Sachs Grp 256,900 -112,700 $49,322
     GS256,900-112,700$49,322
Avon Products Inc. 15,345,092 -3,752,794 $45,115
     AVP15,345,092-3,752,794$45,115
Berkshire Hath B      $43,832
     BRK.B120,726+1,891$24,253
     BRK.A65UNCH$19,579
Corning Inc. 1,252,406 +2,849 $41,455
     GLW1,252,406+2,849$41,455
ARCOSA INC 813,747 -10,768 $24,860
     ACA813,747-10,768$24,860
Micron Technology Inc 521,799 +9,707 $21,566
     MU521,799+9,707$21,566
Unilever N.V. 256,575 -13,547 $14,956
     UN256,575-13,547$14,956
Clorox Company 62,432 -730 $10,018
     CLX62,432-730$10,018
Stryker Corporation 26,508 -12,830 $5,236
     SYK26,508-12,830$5,236
Philip Morris Intl 26,001 UNCH $2,298
     PM26,001UNCH$2,298
Reading International Inc. 116,705 +6,705 $1,863
     RDI116,705+6,705$1,863
Altria Group Inc. 25,000 UNCH $1,436
     MO25,000UNCH$1,436
Hershey Co. 9,500 UNCH $1,091
     HSY9,500UNCH$1,091
Graftech Internationsl LTD 84,000 UNCH $1,074
     EAF84,000UNCH$1,074
Otelco Inc. 34,031 UNCH $558
     OTEL34,031UNCH$558
America s CAR MART Inc 5,500 -500 $502
     CRMT5,500-500$502
CH Robinson WW 3,900 UNCH $339
     CHRW3,900UNCH$339

See Full List: All Stocks Held By Yacktman Asset Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Yacktman Asset Management LP

Size ($ in 1000's)
At 03/31/2019: $8,094,006
At 12/31/2018: $7,844,176

Yacktman Asset Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Yacktman Asset Management LP 13F filings. Link to 13F filings: SEC filings

Yacktman Asset Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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