Caldwell Trust’s Tyson Foods TSN Stock Holding History

Caldwell Trust’s Portfolio TSN Stock Details TSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-697	Closed	-$37.8K	–	788
2025 Q3	$37.8K	Buy	+697	New	+$38.5K	﹤0.01%	506
2023 Q1	–	Sell	-300	Closed	-$18.7K	–	746
2022 Q4	$18.7K	Hold	300	–	–	﹤0.01%	547
2022 Q3	$19.8K	Hold	300	–	–	﹤0.01%	534
2022 Q2	$25.8K	Sell	300 -50	-14%	-$4.48K	﹤0.01%	519
2022 Q1	$31.4K	Hold	350	–	–	﹤0.01%	520
2021 Q4	$30.5K	Hold	350	–	–	﹤0.01%	521
2021 Q3	$27.6K	Hold	350	–	–	﹤0.01%	523
2021 Q2	$25.8K	Hold	350	–	–	﹤0.01%	536
2021 Q1	$26K	Hold	350	–	–	﹤0.01%	522
2020 Q4	$22.6K	Hold	350	–	–	﹤0.01%	521
2020 Q3	$20.8K	Hold	350	–	–	﹤0.01%	527
2020 Q2	$20.9K	Hold	350	–	–	﹤0.01%	538
2020 Q1	$20.3K	Buy	350 +50	+17%	+$3.73K	﹤0.01%	551
2019 Q4	$27.3K	Buy	+300	New	+$25.8K	﹤0.01%	547

Other funds holding TSN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caldwell Trust's TSN Position: Q4 2025 in Review

Caldwell Trust sold out of Tyson Foods (TSN) in Q4 2025, closing a stake of 697 shares — an estimated $37.8K sold.

Caldwell Trust first reported a position in TSN in Q4 2019 and held it in 14 quarters. The position peaked at $37.8K in Q3 2025. 853 funds tracked by Wall St. Rank hold TSN as of Q4 2025.

Caldwell Trust reported no remaining Tyson Foods position as of Q4 2025 after selling out during the quarter.
Caldwell Trust sold 697 Tyson Foods shares in Q4 2025, an estimated $37.8K.
Caldwell Trust first reported a position in Tyson Foods in Q4 2019 and held it in 14 quarters.
Caldwell Trust's Tyson Foods position peaked at $37.8K in Q3 2025.
853 funds tracked by Wall St. Rank held Tyson Foods as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.