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Yacktman Asset Management’s Tyson Foods TSN Stock Holding History

Yacktman Asset Management’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
2026
Q1 		$161M Buy
2,514,870
+25,490
+1% +$1.58M 2.15% 17
2025
Q4 		$146M Sell
2,489,380
-59,155
-2% -$3.25M 2.04% 18
2025
Q3 		$138M Sell
2,548,535
-63,771
-2% -$3.52M 1.91% 23
2025
Q2 		$146M Sell
2,612,306
-16,121
-0.6% -$927K 1.96% 20
2025
Q1 		$168M Sell
2,628,427
-39,387
-1% -$2.31M 2.2% 19
2024
Q4 		$153M Sell
2,667,814
-163,666
-6% -$9.89M 1.79% 22
2024
Q3 		$169M Sell
2,831,480
-222,012
-7% -$13.5M 1.73% 26
2024
Q2 		$174M Sell
3,053,492
-34,626
-1% -$2.02M 1.64% 22
2024
Q1 		$181M Buy
3,088,118
+65,696
+2% +$3.6M 1.63% 24
2023
Q4 		$162M Sell
3,022,422
-31,981
-1% -$1.55M 1.51% 25
2023
Q3 		$154M Sell
3,054,403
-9,336
-0.3% -$497K 1.52% 26
2023
Q2 		$156M Buy
3,063,739
+62,099
+2% +$3.38M 1.48% 27
2023
Q1 		$178M Buy
3,001,640
+54,244
+2% +$3.33M 1.76% 23
2022
Q4 		$183M Buy
2,947,396
+32,072
+1% +$2.09M 1.83% 23
2022
Q3 		$192M Buy
2,915,324
+5,478
+0.2% +$433K 2.1% 16
2022
Q2 		$250M Sell
2,909,846
-154
-0% -$13.8K 2.6% 14
2022
Q1 		$261M Buy
2,910,000
+157,733
+6% +$14.4M 2.33% 16
2021
Q4 		$240M Buy
2,752,267
+31,453
+1% +$2.59M 2.14% 19
2021
Q3 		$215M Sell
2,720,814
-6,843
-0.3% -$517K 2.07% 19
2021
Q2 		$201M Sell
2,727,657
-3,303
-0.1% -$256K 1.95% 21
2021
Q1 		$203M Buy
2,730,960
+131,323
+5% +$9.07M 2.12% 19
2020
Q4 		$168M Buy
+2,599,637
New +$162M 2.07% 19

Other funds holding TSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Yacktman Asset Management's TSN Position: Q1 2026 in Review

Yacktman Asset Management increased its Tyson Foods (TSN) stake by 1% in Q1 2026, buying an estimated $1.58M and bringing the position to 2,514,870 shares worth $161M. The position accounts for 2.15% of the portfolio, ranked #17.

Yacktman Asset Management first reported a position in TSN in Q4 2020 and has held it in 22 quarters since. The position peaked at $261M in Q1 2022. 889 funds tracked by Wall St. Rank hold TSN as of Q1 2026.

  • Yacktman Asset Management held 2,514,870 shares of Tyson Foods worth $161M as of Q1 2026.
  • Yacktman Asset Management bought 25,490 Tyson Foods shares in Q1 2026, an estimated $1.58M.
  • Tyson Foods made up 2.15% of Yacktman Asset Management's portfolio in Q1 2026, its #17 holding.
  • Yacktman Asset Management first reported a position in Tyson Foods in Q4 2020 and has held it in 22 quarters since.
  • Yacktman Asset Management's Tyson Foods position peaked at $261M in Q1 2022.
  • 889 funds tracked by Wall St. Rank held Tyson Foods as of Q1 2026.

Based on Yacktman Asset Management's 13F filing for Q1 2026, filed 1 May 2026.