Mount Yale Investment Advisors’s Hormel Foods HRL Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-42	Closed	-$1.27K	–	1079
2025 Q2	$1.27K	Buy	+42	New	+$1.27K	﹤0.01%	1375
2021 Q4	–	Sell	-11,663	Closed	-$478K	–	477
2021 Q3	$478K	Buy	11,663 +48	+0.4%	+$2.17K	0.06%	289
2021 Q2	$555K	Buy	11,615 +413	+4%	+$19.7K	0.07%	256
2021 Q1	$535K	Sell	11,202 -287	-2%	-$13.6K	0.07%	256
2020 Q4	$535K	Sell	11,489 -108	-0.9%	-$5.27K	0.08%	247
2020 Q3	$567K	Buy	+11,597	New	+$582K	0.08%	233
2018 Q4	–	Sell	-588	Closed	-$26K	–	510
2018 Q3	$26K	Hold	588	–	–	﹤0.01%	730
2018 Q2	$22K	Sell	588 -8,370	-93%	-$300K	﹤0.01%	774
2018 Q1	$307K	Buy	+8,958	New	+$304K	0.07%	241

Other funds holding HRL

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Mount Yale Investment Advisors's HRL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Hormel Foods (HRL) in Q3 2025, closing a stake of 42 shares — an estimated $1.27K sold.

Mount Yale Investment Advisors first reported a position in HRL in Q1 2018 and held it in 9 quarters. The position peaked at $567K in Q3 2020. 603 funds tracked by Wall St. Rank hold HRL as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Hormel Foods position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 42 Hormel Foods shares in Q3 2025, an estimated $1.27K.
Mount Yale Investment Advisors first reported a position in Hormel Foods in Q1 2018 and held it in 9 quarters.
Mount Yale Investment Advisors's Hormel Foods position peaked at $567K in Q3 2020.
603 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.