What Yacktman Asset Management bought and sold in Q2 2026
In Q2 2026, Yacktman Asset Management (Yacktman Asset Management) opened 1 new position — including BR (1.5%), added to 6, trimmed 2, exited 3 (CSCO, MRSH, GOLD). The book stood at $8.09B across 74 positions, filed Aug 11, 2026.
1New6Added2Trimmed3Exited
New positions (1)
- BRBroadridge Financial Solutio1.5% · $120M
Added to (6)
- BRK/BBerkshire Hathaway Inc-cl B+269% shares · 7.2% · $581M
- INTUIntuit Inc+6561% shares · 1.6% · $128M
- BRBRBellring Brands Inc+251% shares · 0.8% · $68M
- ULUnilever Plc-sponsored Adr+21% shares · 0.2% · $15M
- CPRTCopart Inc+24% shares · <0.1% · $4M
- VRSKVerisk Analytics Inc+43% shares · <0.1% · $4M
Trimmed (2)
- EWYIshares Msci South Korea Etf-43% shares · 1.4% · $113M
- BKBank OF New York Mellon Corp-82% shares · 0.1% · $9M
Exited (3)
- CSCOCisco Systems Incwas 0.2% of book
- MRSHMarsh & Mclennan Coswas <0.1% of book
- GOLDGold.com Incwas <0.1% of book
Yacktman Asset Management's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.