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Kingswood Wealth Advisors’s Hormel Foods HRL Stock Holding History

Kingswood Wealth Advisors’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 		$274K Sell
11,040
-756
-6% -$16.8K 0.01% 818
2026
Q1 		$267K Sell
11,796
-4,463
-27% -$107K 0.01% 760
2025
Q4 		$385K Sell
16,259
-600
-4% -$14K 0.02% 605
2025
Q3 		$417K Buy
+16,859
New +$467K 0.03% 528

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

Kingswood Wealth Advisors's HRL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Hormel Foods (HRL) stake by 6.4% in Q2 2026, selling an estimated $16.8K and leaving 11,040 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #818.

Kingswood Wealth Advisors first reported a position in HRL in Q3 2025 and has held it in 4 quarters since. The position peaked at $417K in Q3 2025. 621 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

  • Kingswood Wealth Advisors held 11,040 shares of Hormel Foods worth $274K as of Q2 2026.
  • Kingswood Wealth Advisors sold 756 Hormel Foods shares in Q2 2026, an estimated $16.8K.
  • Hormel Foods made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #818 holding.
  • Kingswood Wealth Advisors first reported a position in Hormel Foods in Q3 2025 and has held it in 4 quarters since.
  • Kingswood Wealth Advisors's Hormel Foods position peaked at $417K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

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