John Overdeck’s Hormel Foods HRL Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-36,700	Closed	-$1.79M	–	3393
2021 Q4	$1.79M	Sell	36,700 -19,200	-34%	-$842K	﹤0.01%	2023
2021 Q3	$2.29M	Buy	55,900 +44,900	+408%	+$2.02M	0.01%	1863
2021 Q2	$525K	Sell	11,000 -500	-4%	-$23.8K	﹤0.01%	3050
2021 Q1	$549K	Sell	11,500 -1,100	-9%	-$52K	﹤0.01%	2842
2020 Q4	$587K	Buy	12,600 +6,600	+110%	+$322K	﹤0.01%	2392
2020 Q3	$293K	Sell	6,000 -24,900	-81%	-$1.25M	﹤0.01%	2595
2020 Q2	$1.49M	Buy	30,900 +24,400	+375%	+$1.17M	0.01%	1262
2020 Q1	$303K	Buy	+6,500	New	+$296K	﹤0.01%	2295
2019 Q4	–	Sell	-60,100	Closed	-$2.63M	–	3784
2019 Q3	$2.63M	Buy	+60,100	New	+$2.52M	0.01%	1214
2018 Q2	–	Sell	-33,200	Closed	-$1.14M	–	3450
2018 Q1	$1.14M	Buy	33,200 +26,200	+374%	+$888K	﹤0.01%	1916
2017 Q4	$255K	Buy	+7,000	New	+$235K	﹤0.01%	2809
2017 Q1	–	Sell	-8,000	Closed	-$278K	–	3064
2016 Q4	$278K	Buy	+8,000	New	+$289K	﹤0.01%	2780

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

John Overdeck's HRL Position: Q2 2026 in Review

John Overdeck increased its Hormel Foods (HRL) stake by 2.8% in Q2 2026, buying an estimated $7.54M and bringing the position to 12,325,712 shares worth $306M. The position accounts for 0.22% of the portfolio, ranked #89.

John Overdeck first reported a position in HRL in Q1 2014 and has held it in 21 quarters since. 617 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

John Overdeck held 12,325,712 shares of Hormel Foods worth $306M as of Q2 2026.
John Overdeck bought 338,984 Hormel Foods shares in Q2 2026, an estimated $7.54M.
Hormel Foods made up 0.22% of John Overdeck's portfolio in Q2 2026, its #89 holding.
John Overdeck first reported a position in Hormel Foods in Q1 2014 and has held it in 21 quarters since.
617 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.