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)
← All ORCL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.31 $185.63–345.72 · VW $244.43i SEC
2025   Q2 105,828 0.31 Reduce 4.80% <0.01 $162.60–260.87 · VW $216.53i $23,137,176 SEC
2025   Q1 111,166 0.20 Reduce 35.61% 0.12 $118.86–167.12 · VW $150.50i $15,542,118 SEC
2024   Q4 172,652 0.34 Reduce 73.31% 0.83 $152.42–198.31 · VW $172.26i $28,770,729 SEC
2024   Q3 646,955 1.13 Reduce 26.78% 0.31 $137.95–196.04 · VW $172.94i $110,241,132 SEC
2024   Q2 883,535 1.17 Reduce 2.91% 0.03 $117.34–146.59 · VW $135.07i $124,755,142 SEC
2024   Q1 910,035 1.03 Reduce 33.34% 0.45 $110.37–132.77 · VW $120.11i $114,309,496 SEC
2023   Q4 1,365,198 1.34 Reduce 0.84% 0.01 $99.26–117.79 · VW $109.58i $143,932,825 SEC
2023   Q3 1,376,699 1.44 Reduce 0.88% 0.01 $99.87–127.42 · VW $114.50i $145,819,958 SEC
2023   Q2 1,388,947 1.57 Reduce 0.65% <0.01 $104.78–127.54 · VW $117.57i $165,409,698 SEC
2023   Q1 1,398,020 1.28 Reduce 2.34% 0.03 $82.04–106.49 · VW $98.16i $129,904,018 SEC
2022   Q4 1,431,534 1.17 Reduce 0.04% <0.01 $78.06–91.22 · VW $85.56i $117,013,589 SEC
2022   Q3 1,432,074 0.95 Add 0.24% <0.01 $60.78–83.49 · VW $75.77i $87,457,000 SEC
2022   Q2 1,428,643 1.04 Add 0.18% <0.01 $63.76–79.88 · VW $72.60i $99,819,000 SEC
2022   Q1 1,426,134 1.05 Reduce 19.71% 0.27 $66.72–84.52 · VW $74.39i $117,984,000 SEC
2021   Q4 1,776,144 1.38 Reduce 3.09% 0.05 $70.23–106.34 · VW $84.18i $154,898,000 SEC
2021   Q3 1,832,770 1.54 Reduce 2.36% 0.03 $84.73–98.95 · VW $91.47i $159,689,000 SEC
2021   Q2 1,876,985 1.42 Reduce 4.17% 0.06 $75.90–91.78 · VW $85.60i $146,105,000 SEC
2021   Q1 1,958,751 1.44 Add 1.67% 0.02 $64.77–80.72 · VW $74.74i $137,446,000 SEC
2020   Q4 1,926,633 1.54 Reduce 1.64% 0.03 $58.01–66.36 · VW $62.96i $124,634,000 SEC
2020   Q3 1,958,785 1.73 Reduce 11.37% 0.22 $54.87–62.60 · VW $58.40i $116,939,000 SEC
2020   Q2 2,209,969 1.95 Reduce 59.46% 2.60 $50.91–58.45 · VW $55.53i $122,145,000 SEC
2020   Q1 5,450,787 4.37 Reduce 27.78% 1.40 $39.71–54.72 · VW $49.40i $263,437,000 SEC
2019   Q4 7,547,120 5.05 Reduce 5.94% 0.32 $47.90–56.66 · VW $51.34i $399,846,000 SEC
2019   Q3 8,023,341 5.43 Reduce 5.13% 0.30 $51.55–57.33 · VW $55.01i $441,524,000 SEC
2019   Q2 8,457,482 5.79 Reduce 10.65% 0.67 $49.89–60.50 · VW $54.15i $481,823,000 SEC
2019   Q1 9,465,958 6.28 Reduce 30.91% 2.44 $50.51–55.53 · VW $52.21i $508,417,000 SEC
2018   Q4 13,701,527 7.89 Add 3.16% 0.24 $42.40–53.03 · VW $49.19i $618,624,000 SEC
2018   Q3 13,282,018 8.21 Reduce 5.77% 0.45 $46.34–52.11 · VW $49.07i $684,821,000 SEC
2018   Q2 14,095,176 7.72 Reduce 0.95% 0.06 $42.57–49.70 · VW $46.95i $621,033,000 SEC
2018   Q1 14,231,034 6.70 Reduce 2.43% 0.16 $44.04–53.48 · VW $48.08i $651,070,000 SEC
2017   Q4 14,585,833 6.64 Reduce 1.73% 0.12 $45.92–52.79 · VW $49.79i $689,618,000 SEC
2017   Q3 14,842,152 6.94 Reduce 3.33% 0.25 $47.64–53.14 · VW $49.95i $717,618,000 SEC
2017   Q2 15,353,537 7.49 Reduce 11.65% 0.84 $43.74–51.85 · VW $48.64i $769,826,000 SEC
2017   Q1 17,377,118 7.24 Reduce 11.31% 0.77 $42.25–46.99 · VW $44.88i $775,193,000 SEC
2016   Q4 19,592,943 6.84 Reduce 1.75% 0.12 $37.64–43.26 · VW $41.16i $753,349,000 SEC
2016   Q3 19,941,583 6.81 Reduce 1.09% 0.07 $37.62–41.42 · VW $39.74i $783,305,000 SEC
2016   Q2 20,161,631 6.83 Reduce 0.10% <0.01 $38.08–41.91 · VW $40.40i $825,216,000 SEC
2016   Q1 20,182,022 6.43 Reduce 11.69% 0.74 $37.04–42.00 · VW $39.75i $825,647,000 SEC
2015   Q4 22,852,319 6.32 Reduce 13.31% 0.83 $33.13–39.39 · VW $36.43i $834,795,000 SEC
2015   Q3 26,359,856 6.25 Reduce 12.29% 0.79 $35.24–40.64 · VW $38.28i $952,118,000 SEC
2015   Q2 30,055,101 6.46 Reduce 14.29% 1.00 $35.14–45.24 · VW $39.16i $1,211,221,000 SEC
2015   Q1 35,067,721 7.00 Reduce 7.87% 0.56 $41.26–44.94 · VW $43.23i $1,513,172,000 SEC
2014   Q4 38,063,442 7.15 Add 23.07% 1.34 $39.92–46.71 · VW $43.48i $1,711,713,000 SEC
2014   Q3 30,927,060 5.06 Add 11.61% 0.53 $35.82–42.51 · VW $40.25i $1,183,888,000 SEC
2014   Q2 27,710,005 4.67 Reduce 0.23% 0.01 $39.53–43.19 · VW $41.42i $1,123,087,000 SEC
2014   Q1 27,774,201 4.82 Reduce 0.39% 0.02 $37.38–42.35 · VW $40.58i $1,136,243,000 SEC
2013   Q4 27,883,057 4.45 Add 14.20% 0.55 $33.22–39.37 · VW $37.23i $1,066,806,000 SEC
2013   Q3 24,416,925 3.67 Add 21.71% 0.65 $31.82–35.42 · VW $34.18i $809,909,000 SEC
2013   Q2 20,061,099 2.96 Buy 2.96 $29.86–34.75 · VW $32.16i $616,277,000 SEC
Price snapshot:
Current price$131.54
52-week low$131.35
52-week high$341.82