13F filing recap · Q2 2026

What did Yacktman Asset Management buy in Q2 2026?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Yacktman-managed account, including accounts that belong to no fund below.

Stock value

$8.09B

Positions

Estimated turnover

13.1%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Yacktman Asset Management opened a new position in Broadridge Financial Solutions and exited Cisco Systems, Marsh & McLennan, and Gold.com. The firm dramatically increased its Berkshire Hathaway and Intuit stakes, and also sharply added to Bellring Brands. It substantially trimmed Ishares and Bank of New York Mellon, while moderately reducing Ebay.

New positions

BRBroadridge Financial Solutions, Inc.$120.31Mreported value+878.5K shares

Increased positions

BRK.BBerkshire Hathaway Inc$581.22Mreported value+846.5K shares+268.8%GOOGAlphabet Inc.$398.96Mreported value+2.6K shares+0.2%SCHWSchwab Charles Corp$378.45Mreported value+196.7K shares+5.0%MSFTMicrosoft Corporation$376.48Mreported value+16.4K shares

Reduced positions

CNQCanadian Natural Resources Limited$650.27Mreported value-79.1K shares-0.5%EBAYEbay Inc.$141.11Mreported value-266.5K shares-17.4%TLNTalen Energy Corporation$138.26Mreported value-100 shares-0.0%EWYIshares, Inc.$112.57Mreported value-423.1K shares

Exited positions

CSCOCisco Systems, Inc.$16.34Mprior reported value-210.6K shares-100.0%MRSHMarsh & Mclennan Companies, Inc.$3.36Mprior reported value-19.4K shares-100.0%GOLDGold.com, Inc.$200.4Kprior reported value-5.0K shares-100.0%