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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
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 +$7.93K ﹤0.01% 805
2021
Q2 		– Sell
-4
Closed – – 1071
2021
Q1 		$0 Buy
+4
New +$189 ﹤0.01% 1024

Other funds holding HRL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's HRL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Hormel Foods (HRL) in Q2 2026: 3,294 shares worth $81.8K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HRL as recently as Q4 2025.

Concord Wealth Partners first reported a position in HRL in Q1 2021 and has held it in 18 quarters since. The position peaked at $131K in Q4 2022. 622 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

  • Concord Wealth Partners held 3,294 shares of Hormel Foods worth $81.8K as of Q2 2026.
  • Hormel Foods was a new Concord Wealth Partners position in Q2 2026.
  • Hormel Foods made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #306 holding.
  • Concord Wealth Partners first reported a position in Hormel Foods in Q1 2021 and has held it in 18 quarters since.
  • Concord Wealth Partners's Hormel Foods position peaked at $131K in Q4 2022.
  • 622 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.