Montag & Caldwell’s Hormel Foods HRL Stock Holding History

Montag & Caldwell’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
2025 Q2	–	Sell	-135	Closed	-$4.18K	–	122
2025 Q1	$4.18K	Hold	135	–	–	﹤0.01%	123
2024 Q4	$4.24K	Buy	+135	New	+$4.23K	﹤0.01%	129

Other funds holding HRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Montag & Caldwell's HRL Position: Q2 2025 in Review

Montag & Caldwell sold out of Hormel Foods (HRL) in Q2 2025, closing a stake of 135 shares — an estimated $4.18K sold.

Montag & Caldwell first reported a position in HRL in Q4 2024 and held it in 2 quarters. The position peaked at $4.24K in Q4 2024. 643 funds tracked by Wall St. Rank hold HRL as of Q2 2025.

Montag & Caldwell reported no remaining Hormel Foods position as of Q2 2025 after selling out during the quarter.
Montag & Caldwell sold 135 Hormel Foods shares in Q2 2025, an estimated $4.18K.
Montag & Caldwell first reported a position in Hormel Foods in Q4 2024 and held it in 2 quarters.
Montag & Caldwell's Hormel Foods position peaked at $4.24K in Q4 2024.
643 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.