Cape Investment Advisory’s Hormel Foods HRL Stock Holding History

Cape Investment Advisory’s Portfolio HRL Stock Details HRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-26	Closed	-$616	–	629
2025 Q4	$616	Buy	26 +13	+100%	+$303	﹤0.01%	1235
2025 Q3	$322	Buy	+13	New	+$360	﹤0.01%	798

Other funds holding HRL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Cape Investment Advisory's HRL Position: Q1 2026 in Review

Cape Investment Advisory sold out of Hormel Foods (HRL) in Q1 2026, closing a stake of 26 shares — an estimated $616 sold.

Cape Investment Advisory first reported a position in HRL in Q3 2025 and held it in 2 quarters. The position peaked at $616 in Q4 2025. 635 funds tracked by Wall St. Rank hold HRL as of Q1 2026.

Cape Investment Advisory reported no remaining Hormel Foods position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 26 Hormel Foods shares in Q1 2026, an estimated $616.
Cape Investment Advisory first reported a position in Hormel Foods in Q3 2025 and held it in 2 quarters.
Cape Investment Advisory's Hormel Foods position peaked at $616 in Q4 2025.
635 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.