Kinloch Capital’s Hormel Foods HRL Stock Holding History

Kinloch Capital’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	$3.19M	Buy	140,928 +58,626	+71%	+$1.4M	1.3%	43
2025 Q4	$1.95M	Sell	82,302 -39,610	-32%	-$925K	0.84%	47
2025 Q3	$3.02M	Buy	121,912 +4,295	+4%	+$119K	1.32%	47
2025 Q2	$3.56M	Buy	117,617 +3,209	+3%	+$96.8K	1.66%	34
2025 Q1	$3.54M	Buy	114,408 +49,900	+77%	+$1.48M	1.69%	32
2024 Q4	$2.02M	Sell	64,508 -3,466	-5%	-$109K	1.01%	47
2024 Q3	$2.15M	Buy	67,974 +3,043	+5%	+$96.6K	1.04%	49
2024 Q2	$1.98M	Buy	64,931 +34,190	+111%	+$1.15M	1.03%	47
2024 Q1	$1.07M	Buy	+30,741	New	+$980K	0.55%	49

Other funds holding HRL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Kinloch Capital's HRL Position: Q1 2026 in Review

Kinloch Capital increased its Hormel Foods (HRL) stake by 71% in Q1 2026, buying an estimated $1.4M and bringing the position to 140,928 shares worth $3.19M. The position accounts for 1.3% of the portfolio, ranked #43.

Kinloch Capital first reported a position in HRL in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.56M in Q2 2025. 634 funds tracked by Wall St. Rank hold HRL as of Q1 2026.

Kinloch Capital held 140,928 shares of Hormel Foods worth $3.19M as of Q1 2026.
Kinloch Capital bought 58,626 Hormel Foods shares in Q1 2026, an estimated $1.4M.
Hormel Foods made up 1.3% of Kinloch Capital's portfolio in Q1 2026, its #43 holding.
Kinloch Capital first reported a position in Hormel Foods in Q1 2024 and has held it in 9 quarters since.
Kinloch Capital's Hormel Foods position peaked at $3.56M in Q2 2025.
634 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.