Sound Financial Strategies Group’s Hormel Foods HRL Stock Holding History

Sound Financial Strategies Group’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	$223K	Buy	+9,000	New	+$200K	0.14%	113
2025 Q4	–	Sell	-23,286	Closed	-$576K	–	115
2025 Q3	$576K	Buy	23,286 +4,705	+25%	+$130K	0.42%	84
2025 Q2	$562K	Sell	18,581 -6,018	-24%	-$182K	0.48%	81
2025 Q1	$761K	Buy	+24,599	New	+$731K	0.68%	42
2024 Q4	–	Sell	-15,397	Closed	-$488K	–	95
2024 Q3	$488K	Buy	15,397 +1,044	+7%	+$33.2K	0.39%	71
2024 Q2	$438K	Buy	+14,353	New	+$483K	0.38%	71
2022 Q3	–	Sell	-23,826	Closed	-$1.13M	–	39
2022 Q2	$1.13M	Buy	+23,826	New	+$1.19M	0.88%	11
2021 Q2	–	Sell	-11,472	Closed	-$548K	–	101
2021 Q1	$548K	Sell	11,472 -12,736	-53%	-$602K	0.28%	68
2020 Q4	$1.13M	Buy	24,208 +15,241	+170%	+$744K	0.62%	15
2020 Q3	$438K	Sell	8,967 -138	-2%	-$6.92K	0.28%	45
2020 Q2	$439K	Hold	9,105	–	–	0.28%	43
2020 Q1	$425K	Sell	9,105 -18,370	-67%	-$835K	0.29%	31
2019 Q4	$1.24M	Buy	+27,475	New	+$1.18M	0.78%	48

Other funds holding HRL

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Sound Financial Strategies Group's HRL Position: Q2 2026 in Review

Sound Financial Strategies Group opened a new position in Hormel Foods (HRL) in Q2 2026: 9,000 shares worth $223K. The stake represents 0.14% of the portfolio and ranks #113 among its holdings. This is a return to the name: Sound Financial Strategies Group previously reported a position in HRL as recently as Q3 2025.

Sound Financial Strategies Group first reported a position in HRL in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2019. 625 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

Sound Financial Strategies Group held 9,000 shares of Hormel Foods worth $223K as of Q2 2026.
Hormel Foods was a new Sound Financial Strategies Group position in Q2 2026.
Hormel Foods made up 0.14% of Sound Financial Strategies Group's portfolio in Q2 2026, its #113 holding.
Sound Financial Strategies Group first reported a position in Hormel Foods in Q4 2019 and has held it in 13 quarters since.
Sound Financial Strategies Group's Hormel Foods position peaked at $1.24M in Q4 2019.
625 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.