Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Superinvestors › Donald Yacktman
Donald Yacktman’s cannibal stocks
Yacktman Asset Management · 13F for Q2 2026
30cannibals held
$3.0Bin these positions
Q2 2026latest 13F filing
Johnson & Johnson has retired 20.9% of its shares since its peak.
Shares held, 8 quarters
PepsiCo retired 0.3% of its shares in twelve months, so this stake grew 0.3% without buying a share.
Shares held, 8 quarters
Reliance retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.
Shares held, 8 quarters
ConocoPhillips retired 2.8% of its shares in twelve months, so this stake grew 2.9% without buying a share.
Shares held, 8 quarters
State Street retired 1.7% of its shares in twelve months, so this stake grew 1.7% without buying a share.
Shares held, 8 quarters
eBay retired 1.5% of its shares in twelve months, so this stake grew 1.6% without buying a share.
Shares held, 8 quarters
Ingredion retired 0.7% of its shares in twelve months, so this stake grew 0.7% without buying a share.
Shares held, 8 quarters
Elevance Health retired 2.4% of its shares in twelve months, so this stake grew 2.5% without buying a share.
Shares held, 8 quarters
Cognizant retired 6.7% of its shares in twelve months, so this stake grew 7.1% without buying a share.
Shares held, 8 quarters
Armstrong World Industries retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.
Shares held, 8 quarters
Lockheed Martin retired 0.3% of its shares in twelve months, so this stake grew 0.3% without buying a share.
Shares held, 8 quarters
Sysco has retired 28.7% of its shares since its peak.
Shares held, 8 quarters
Northrop Grumman retired 0.5% of its shares in twelve months, so this stake grew 0.5% without buying a share.
Shares held, 8 quarters
PayPal retired 8.6% of its shares in twelve months, so this stake grew 9.4% without buying a share.
Shares held, 8 quarters
Olin retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Colgate-Palmolive retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.
Shares held, 8 quarters
UnitedHealth retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Factset Research Systems retired 5.0% of its shares in twelve months, so this stake grew 5.3% without buying a share.
Shares held, 8 quarters
Comcast retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
Masco retired 5.1% of its shares in twelve months, so this stake grew 5.3% without buying a share.
Shares held, 8 quarters
BNY retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.
Shares held, 8 quarters
Wells Fargo retired 3.7% of its shares in twelve months, so this stake grew 3.8% without buying a share.
Shares held, 8 quarters
MSCI retired 3.2% of its shares in twelve months, so this stake grew 3.4% without buying a share.
Shares held, 8 quarters
Mastercard retired 3.9% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Shares held, 8 quarters
Moody's retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Shares held, 8 quarters
Goldman Sachs retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Shares held, 8 quarters
Aon retired 1.3% of its shares in twelve months, so this stake grew 1.3% without buying a share.
Shares held, 8 quarters
Copart retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
Verisk Analytics retired 6.6% of its shares in twelve months, so this stake grew 7.1% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Donald Yacktman own?
In the Q2 2026 13F, Yacktman Asset Management held MSFT, JNJ, PEP, RS, COP, STT, EBAY, INGR, ELV, CTSH, AWI, LMT, SYY, NOC, PYPL, OLN, CL, UNH, FDS, CMCSA, MAS, BNY, WFC, MSCI, MA, MCO, GS, AON, CPRT, VRSK. 30 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Yacktman Asset Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Donald Yacktman?
PayPal retired 8.6% of its shares in the last twelve months. That alone made every remaining share, including Donald Yacktman's 2,317,304, 9.4% bigger as a slice of the company, without buying anything.
Donald Yacktman’s moves in companies like these are covered on Cannibal Stocks.
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