Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
Holdings Activity Buys Sells    History
Holding/activity history for  Oracle Corp. (ORCL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.31 SEC
2025   Q2 105,828 0.31 Reduce 4.80% <0.01 $218.63 $23,137,176 SEC
2025   Q1 111,166 0.20 Reduce 35.61% 0.12 $139.81 $15,542,118 SEC
2024   Q4 172,652 0.34 Reduce 73.31% 0.83 $166.64 $28,770,729 SEC
2024   Q3 646,955 1.13 Reduce 26.78% 0.31 $170.40 $110,241,132 SEC
2024   Q2 883,535 1.17 Reduce 2.91% 0.03 $141.20 $124,755,142 SEC
2024   Q1 910,035 1.03 Reduce 33.34% 0.45 $125.61 $114,309,496 SEC
2023   Q4 1,365,198 1.34 Reduce 0.84% 0.01 $105.43 $143,932,825 SEC
2023   Q3 1,376,699 1.44 Reduce 0.88% 0.01 $105.92 $145,819,958 SEC
2023   Q2 1,388,947 1.57 Reduce 0.65% <0.01 $119.09 $165,409,698 SEC
2023   Q1 1,398,020 1.28 Reduce 2.34% 0.03 $92.92 $129,904,018 SEC
2022   Q4 1,431,534 1.17 Reduce 0.04% <0.01 $81.74 $117,013,589 SEC
2022   Q3 1,432,074 0.95 Add 0.24% <0.01 $61.07 $87,457,000 SEC
2022   Q2 1,428,643 1.04 Add 0.18% <0.01 $69.87 $99,819,000 SEC
2022   Q1 1,426,134 1.05 Reduce 19.71% 0.27 $82.73 $117,984,000 SEC
2021   Q4 1,776,144 1.38 Reduce 3.09% 0.05 $87.21 $154,898,000 SEC
2021   Q3 1,832,770 1.54 Reduce 2.36% 0.03 $87.13 $159,689,000 SEC
2021   Q2 1,876,985 1.42 Reduce 4.17% 0.06 $77.84 $146,105,000 SEC
2021   Q1 1,958,751 1.44 Add 1.67% 0.02 $70.17 $137,446,000 SEC
2020   Q4 1,926,633 1.54 Reduce 1.64% 0.03 $64.69 $124,634,000 SEC
2020   Q3 1,958,785 1.73 Reduce 11.37% 0.22 $59.70 $116,939,000 SEC
2020   Q2 2,209,969 1.95 Reduce 59.46% 2.60 $55.27 $122,145,000 SEC
2020   Q1 5,450,787 4.37 Reduce 27.78% 1.40 $48.33 $263,437,000 SEC
2019   Q4 7,547,120 5.05 Reduce 5.94% 0.32 $52.98 $399,846,000 SEC
2019   Q3 8,023,341 5.43 Reduce 5.13% 0.30 $55.03 $441,524,000 SEC
2019   Q2 8,457,482 5.79 Reduce 10.65% 0.67 $56.97 $481,823,000 SEC
2019   Q1 9,465,958 6.28 Reduce 30.91% 2.44 $53.71 $508,417,000 SEC
2018   Q4 13,701,527 7.89 Add 3.16% 0.24 $45.15 $618,624,000 SEC
2018   Q3 13,282,018 8.21 Reduce 5.77% 0.45 $51.56 $684,821,000 SEC
2018   Q2 14,095,176 7.72 Reduce 0.95% 0.06 $44.06 $621,033,000 SEC
2018   Q1 14,231,034 6.70 Reduce 2.43% 0.16 $45.75 $651,070,000 SEC
2017   Q4 14,585,833 6.64 Reduce 1.73% 0.12 $47.28 $689,618,000 SEC
2017   Q3 14,842,152 6.94 Reduce 3.33% 0.25 $48.35 $717,618,000 SEC
2017   Q2 15,353,537 7.49 Reduce 11.65% 0.84 $50.14 $769,826,000 SEC
2017   Q1 17,377,118 7.24 Reduce 11.31% 0.77 $44.61 $775,193,000 SEC
2016   Q4 19,592,943 6.84 Reduce 1.75% 0.12 $38.45 $753,349,000 SEC
2016   Q3 19,941,583 6.81 Reduce 1.09% 0.07 $39.28 $783,305,000 SEC
2016   Q2 20,161,631 6.83 Reduce 0.10% <0.01 $40.93 $825,216,000 SEC
2016   Q1 20,182,022 6.43 Reduce 11.69% 0.74 $40.91 $825,647,000 SEC
2015   Q4 22,852,319 6.32 Reduce 13.31% 0.83 $36.53 $834,795,000 SEC
2015   Q3 26,359,856 6.25 Reduce 12.29% 0.79 $36.12 $952,118,000 SEC
2015   Q2 30,055,101 6.46 Reduce 14.29% 1.00 $40.30 $1,211,221,000 SEC
2015   Q1 35,067,721 7.00 Reduce 7.87% 0.56 $43.15 $1,513,172,000 SEC
2014   Q4 38,063,442 7.15 Add 23.07% 1.34 $44.97 $1,711,713,000 SEC
2014   Q3 30,927,060 5.06 Add 11.61% 0.53 $38.28 $1,183,888,000 SEC
2014   Q2 27,710,005 4.67 Reduce 0.23% 0.01 $40.53 $1,123,087,000 SEC
2014   Q1 27,774,201 4.82 Reduce 0.39% 0.02 $40.91 $1,136,243,000 SEC
2013   Q4 27,883,057 4.45 Add 14.20% 0.55 $38.26 $1,066,806,000 SEC
2013   Q3 24,416,925 3.67 Add 21.71% 0.65 $33.17 $809,909,000 SEC
2013   Q2 20,061,099 2.96 Buy 2.96 $30.72 $616,277,000 SEC