Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
This is the portfolio update of Yacktman Asset Management. We also track Yacktman Fund and Yacktman Focused Fund, which are reported separately. Over the fourth quarter Donald Yacktman initiated two new positions in the technology field. One is Dell, and the other is IBM. IBM is still a tiny position. We expect to see Yacktman to add much more over the next quarter. He also added to Stryker Corporation, Coca-Cola Co, PepsiCo Inc, Avon Products Inc, Wells Fargo & Co, sells Research in Motion Ltd, H&R Block during the 3-months ended 12/31/2012, according to the most recent filings of his investment company, Yacktman Asset Management Co. As of 12/31/2012, Yacktman Asset Management Co. owns 63 stocks with a total value of $16.7 billion. These are the details of the buys and sells.