Concord Wealth Partners
HRL icon

Concord Wealth Partners’s Hormel Foods HRL Stock Holding History

Concord Wealth Partners’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
Q3 		$65.7K Hold
3,294
– – 0.01% 313
2026
Q2 		$81.8K Buy
+3,294
New +$73.2K 0.01% 306
2026
Q1 		– Sell
-3,206
Closed -$76K – 452
2025
Q4 		$76K Buy
3,206
+41
+1% +$957 0.01% 285
2025
Q3 		$78.3K Buy
3,165
+32
+1% +$886 0.01% 281
2025
Q2 		$94.8K Buy
3,133
+30
+1% +$905 0.01% 273
2025
Q1 		$96K Buy
3,103
+32
+1% +$951 0.02% 249
2024
Q4 		$96.3K Buy
3,071
+28
+0.9% +$878 0.02% 254
2024
Q3 		$96.4K Buy
3,043
+27
+0.9% +$857 0.02% 261
2024
Q2 		$92K Buy
3,016
+23
+0.8% +$774 0.02% 249
2024
Q1 		$104K Buy
2,993
+29
+1% +$925 0.02% 270
2023
Q4 		$95.2K Buy
2,964
+25
+0.9% +$816 0.02% 278
2023
Q3 		$112K Buy
2,939
+20
+0.7% +$788 0.02% 269
2023
Q2 		$117K Buy
2,919
+20
+0.7% +$802 0.03% 258
2023
Q1 		$116K Buy
2,899
+18
+0.6% +$777 0.03% 232
2022
Q4 		$131K Buy
+2,881
New +$134K 0.04% 210
2022
Q3 		– Sell
-178
Closed -$8K – 579
2022
Q2 		$8K Sell
178
-3
-2% -$150 ﹤0.01% 729
2022
Q1 		$9K Hold
181
– – ﹤0.01% 800
2021
Q4 		$9K Buy
+181
New +$7.94K ﹤0.01% 805
2021
Q2 		– Sell
-4
Closed – – 1071
2021
Q1 		$0 Buy
+4
New +$189 ﹤0.01% 1024

Other funds holding HRL

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
First Nebraska Trust
First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Concord Wealth Partners's HRL Position: Q3 2026 in Review

Concord Wealth Partners held its Hormel Foods (HRL) position steady in Q3 2026 at 3,294 shares worth $65.7K. The position accounts for 0.01% of the portfolio, ranked #313.

Concord Wealth Partners first reported a position in HRL in Q1 2021 and has held it in 19 quarters since. The position peaked at $131K in Q4 2022. 202 funds tracked by Wall St. Rank hold HRL as of Q3 2026.

  • Concord Wealth Partners held 3,294 shares of Hormel Foods worth $65.7K as of Q3 2026.
  • Concord Wealth Partners left its Hormel Foods share count unchanged in Q3 2026.
  • Hormel Foods made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #313 holding.
  • Concord Wealth Partners first reported a position in Hormel Foods in Q1 2021 and has held it in 19 quarters since.
  • Concord Wealth Partners's Hormel Foods position peaked at $131K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.