In this piece, we will look at the stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the recent stock market environment. Discussing the weak market open on Tuesday after the Labor Day weekend, Cramer commented on some of the things that were weighing stocks down:
“I mean for our club, I was working with Jeff Marks today, we don’t wanna buy anything today. It’s too early, it’s too early in September. Let things rain, come down. Plus we have an unemployment number, and then you have another, thing with the President. Those things drive the market down. Interest rates going up like this, not good. There’s not a lot to say that’s good right now. But we all knew it. So I mean at what point is it done?”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on September 2nd.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. The Campbell’s Company (NASDAQ:CPB)
Number of Hedge Fund Holders In Q2 2025: 43
Consumer packaged goods firm The Campbell’s Company (NASDAQ:CPB)’s stock was among the consumer packaged product firms that Cramer discussed. He shared that these firms are struggling in a market where GLP-1 drugs have reduced the demand for their products. At the same time, Cramer also discussed whether the current broader market environment and industry dynamics could lead to consolidation within the packaged foods industry. Here is what Cramer said about The Campbell’s Company (NASDAQ:CPB):
“But I think the others Campbell’s, General Mills, people feel, wait a second, it’s time for the great consolidation. We don’t have the FTC blocking us. We really have to just get some bandwidth. Mars has bandwidth. . .”
Previously, Cramer discussed The Campbell’s Company (NASDAQ:CPB)’s dividend yields:
“I’m not going to go against a market that’s signaling that interest rates are coming down. That’s what today did. And the high fliers have flown too high, while the companies with good dividends have gotten too low. This is just temporary. So what are you supposed to do then? First, know that the rotations are not investible, but at best, they’re tradable. Take Campbell’s or General Mills, both yield almost 5%. Both are good companies, just not as good, maybe not as good as PepsiCo, but they’re in the same league… So if people are craving chips and soda again, maybe they’ll also crave food from General Mills and Campbell’s, neither of which has the calories of Doritos or the chemicals of soda.”
9. General Mills, Inc. (NYSE:GIS)
Number of Hedge Fund Holders In Q2 2025: 42
General Mills, Inc. (NYSE:GIS) is one of the largest packaged food products firms in America. Its shares have lost 22% year-to-date as the firm has been dragged down due to its sector’s woes. The troubles have affected General Mills, Inc. (NYSE:GIS)’s earnings, with the stock dipping by 5.7% in June as the firm reported its fiscal fourth quarter earnings. The results saw the company report a stunning 47% GAAP net income drop. Here is what Cramer said about General Mills, Inc. (NYSE:GIS):
“They’re all, not Bristol-Myers, my charitable trust owns, has not been good. But I think the others Campbell’s, General Mills, people feel, wait a second, it’s time for the great consolidation. We don’t have the FTC blocking us. We really have to just get some bandwidth. Mars has bandwidth. . .I do think that when you look at a stock like a General Mills, it yields five percent! General Mills is a very good company in a market that says listen we need more growth and they don’t have it.
“When do you get back in NVIDIA? But I think in the end, you’re going to want to buy growth. You’re always wanna buy growth. It’s always worked. And I think people seem to forget, and they want to gravitate towards General Mills. Unless General Mills wants to combine with Kraft-Heinz, you don’t have anything. Other than a 5% yield.”
8. The Hershey Company (NYSE:HSY)
Number of Hedge Fund Holders In Q2 2025: 40
The Hershey Company (NYSE:HSY)’s stock has weathered the storm that has hit the broader packaged food sector, as it is up by 9.3% year-to-date. The stock surged by 16% in July, benefiting from several catalysts such as the firm’s announcement that it would raise prices due to high cocoa costs. Cramer has discussed several food stocks recently, and for some, such as JM Smucker, he has attributed some of their woes to a lack of pricing power. Therefore, the rise in The Hershey Company (NYSE:HSY) shares is unsurprising. In this appearance, the CNBC TV host had the following to say when co-host Carl Quintanilla mentioned The Hershey Company (NYSE:HSY) and other food stocks:
“They’re all, not Bristol-Myers, my charitable trust owns, has not been good. But I think the others Campbell’s, General Mills, people feel, wait a second, it’s time for the great consolidation. We don’t have the FTC blocking us. We really have to just get some bandwidth. Mars has bandwidth. . .I do think that when you look at a stock like a General Mills, it yields five percent! General Mills is a very good company in a market that says listen we need more growth and they don’t have it.”
Here are Cramer’s previous thoughts about The Hershey Company (NYSE:HSY):
“If you really want overlooked, there’s the other side of the story, Hershey, down big yesterday and today. I get it. They’re losing the steady hand of CEO of Michele Buck and getting Tanner, who only spent about a year and a half at Wendy’s, where he departed. Even though Tanner originally had a consumer packaged goods background, he’d been in PepsiCo for 32 years before Wendy’s, it always raises eyebrows when a CEO flees a struggling company to work somewhere else in a hurry.
Plus, Tanner was the guy who brought dynamic pricing, where they jack up prices in periods of high demand to fast food. Well, that didn’t go down well. The other reason Hershey’s getting hit, if you were hoping for a takeover here, hiring this new CEO seems to take that off the table. It was a clarion call to sell. And if you didn’t get out when it was announced because you were busy paying only attention to the president, you may have caught a 14-point decline, and you want to avoid a 14-point decline all the time. That’s hazardous.”
7. The Coca-Cola Company (NYSE:KO)
Number of Hedge Fund Holders In Q2 2025: 84
The Coca-Cola Company (NYSE:KO)’s stock has gained 10% year-to-date, primarily on the back of a 10% jump early in the year. The shares jumped in February after the firm’s Q4 2024 earnings results saw its $11.54 billion in revenue and $0.55 in EPS beat analyst estimates of $10.68 billion and $0.52. Since then, it’s been smooth sailing for The Coca-Cola Company (NYSE:KO)’s shares as they have managed to recover from all major dips. Cramer’s previous comments about the firm have commented on the potential impact on the firm’s business from President Trump’s demand to use sugarcane. Here are his latest thoughts about The Coca-Cola Company (NYSE:KO):
“Of course the obvious one that everyone’s gonna look at to see if it’s gonna down is Coca-Cola which down to seven cents. Coca-Cola’s, Buffett, and Coca-Cola’s really, you know Coca-Cola, James Quincy. He’s made the quarter, made the quarter, made the quarter, made the quarter. He’s been remarkable.”
Cramer discussed The Coca-Cola Company (NYSE:KO) in detail after its earnings in July. Here is what he said:
“There’s going to be cane sugar, everywhere. You’d be able to get it. . .the President likes it. He’s in charge, the President.
“Well I just think that Coca-Cola was actually a good quarter. That was it perfect? No. They have a problem, look everyone, they have a problem with aluminum. They have a problem, David. They have a tariff problem.
“When I go to a bar in San Miguel, we would serve Coca-Cola, we’d bang them for eight bucks. I mean people really wanted that stuff. Uh, but it tastes very sweet. And it’s natural. And they’ve always been able to supply here. So it’s not going to be a big problem for Quincey.
“This is another thing that James is really, really good at. Was it a blowout quarter that I’m used to? No. There were some regions that were weaker. And that was, that was hard.
“James Quincy did not pull a rabbit out of the hat. He’s got tariff problems and he didn’t have growth in certain regions and I don’t think he was consumed by sugarcane but it certainly, hit him.”
6. Wynn Resorts, Limited (NASDAQ:WYNN)
Number of Hedge Fund Holders In Q2 2025: 52
Wynn Resorts, Limited (NASDAQ:WYNN) is a resort and casino owner and operator. The shares have gained 50% year-to-date and are up by 35% since June-end. One major reason Wynn Resorts, Limited (NASDAQ:WYNN) is higher year-to-date is Chinese resort region of Macau has continued to perform well. In his previous comments about the firm, Cramer has pointed out that Wynn Resorts, Limited (NASDAQ:WYNN) might be a bit undervalued and has praised its CEO, Craig Billings. He continued with the praise this time around as well:
“Now I happen to think, just so you know, I’m not singling out Wynn, because Wynn already has paid for their giant thing that they’re doing it. Craig Billings is absolutely fantastic. He’s also on the board of AppLovin by the way, which makes me feel like AppLovin’s okay.”
Here is what Cramer said about Wynn Resorts, Limited (NASDAQ:WYNN) in July:
“Oh, I think WYNN, you know, we were, we were at Wynn earlier this year, and I was very worried about China. I still am, but my, they’ve got a good thing going. Craig Billings is such a good manager. He’s actually terrific, and I’m glad to see that stock is finally starting to move. It’s still very inexpensive on a PE basis.”
5. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holders In Q2 2025: 109
AppLovin Corporation (NASDAQ:APP) is one of Cramer’s favorite stocks. It’s part of the group that he’s dubbed ‘PARC’. These stocks include Palantir, AppLovin, Robinhood, and Coinbase. AppLovin Corporation (NASDAQ:APP)’s shares have gained 43% year-to-date as the firm has benefited from its strong business model, which enables advertisers to run their ads in video games. AppLovin Corporation (NASDAQ:APP)’s shares jumped by 12% in August after the firm’s Q2 EPS of $2.39 beat analyst estimates of $2.03, and its CEO pointed out that it could see higher spending from app developers due to the fallout between Apple and Epic Games. During this episode, Cramer pointed out that Wynn Resorts CEO Craig Billings is also on AppLovin Corporation (NASDAQ:APP)’s board:
“He’s also on the board of AppLovin by the way, which makes me feel like AppLovin’s okay.”
Earlier, Cramer highlighted his PARC stocks, which include AppLovin Corporation (NASDAQ:APP):
“PARC exhausts me. I’m talking about my handy acronym for Palantir, AppLovin, Robinhood, and Coinbase. These are four of the many stocks that seem to have no quit in them, even if they all pulled back hard into the close today, giving us a rare moment to evaluate them on relative weakness. It’s better for me to talk about these stocks on a down day so you can get a discount if you were so inclined…
Now, even though I say PARC, these four stocks are just representatives of what’s been going on in this market. They’re actually the best of the lot. They have earnings. They have analysts following them who come up with estimates. Although judging by the way people have been buying these names, neither of them, those things like estimates and analysts, seems to matter at all…
While flying cars and experimental batteries don’t yet make money, PARC does, lots of it, oodles. Palantir, AppLovin and Robinhood, and Coinbase, they’re all pretty darn profitable. By comparison, during the dot-com era, most of these red-hot companies had little to no revenues and were actually running out of money, constantly tapping the public markets, at the same time that insiders were furiously [sell, sell, sell] their own stock because they knew there was no justification for these sky-high valuations. They got out.”
4. Hormel Foods Corporation (NYSE:HRL)
Number of Hedge Fund Holders In Q2 2025: 38
Hormel Foods Corporation (NYSE:HRL)’s shares, like its peers in the food industry, have struggled in 2025. They have lost 19% year-to-date after sinking by 13% in August after the firm’s fiscal third-quarter earnings. These results saw Hormel Foods Corporation (NYSE:HRL) miss analyst EPS and revenue estimates by a wide margin. Cramer discussed the firm after the earnings and pointed out that a key reason behind the poor performance was higher beef prices, which constrained the firm’s ability to adjust its prices. This time, he commented on Hormel Foods Corporation (NYSE:HRL)’s latest and disastrous quarter:
“Go over that Hormel quarter and you don’t feel like lightning strikes. You feel flooded. That was a horrible quarter.”
Here is what Cramer said about Hormel Foods Corporation (NYSE:HRL)’s pricing power:
“Hormel has zero pricing power. That’s just commodity, zero pricing power. Zero pricing power.
“Well you know, look, beef, cattle prices are just extreme. We’ve never seen this.”
3. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q2 2025: 156
Apple Inc. (NASDAQ:AAPL)’s shares jumped by 3.3% on Wednesday after a major headwind disappeared in the form of search engine giant Google’s troubles with the Justice Department. The shares were higher as a court ruled that Google could continue to pay companies to push its Search service on devices. For Apple Inc. (NASDAQ:AAPL), this meant that its deal with Google, reportedly valued at $20 billion, to push Google Search on the iPhone. Cramer discussed Apple Inc. (NASDAQ:AAPL) before the news of the court ruling broke:
“Well that’s why I think that China remains the wildcard and all of this is just setting up for very, very difficult, tough negotiation. So therefore you have to look at Apple, you have to look at NVIDIA and people are just saying, alright I’ve looked, I’ve judged, sell. That’s too simple. These are great companies and they will figure out a way to make money.”
Previously, Cramer discussed how Apple Inc. (NASDAQ:AAPL) is the only major company that isn’t spending heavily on NVIDIA’s AI GPUs:
“Apple is the only one of these heavy hitters that isn’t writing huge checks to NVIDIA, simply because they don’t have an AI strategy. Apple stock, by the way, is the poorest performer of the big tech stocks. Will that change after tonight’s numbers? Will Apple turn out to have the last laugh while all the others fall flat on their faces?… Listen, we heard the same thing about the dot-com survivors at the turn of the millennium.”
2. CSX Corporation (NASDAQ:CSX)
Number of Hedge Fund Holders In Q2 2025: 71
CSX Corporation (NASDAQ:CSX) has been a regular feature of Cramer’s morning show due to the heightened merger activity in the railroad industry. The firm’s shares are flat year to date, as unlike its peers, Union Pacific and Norfolk Southern, the firm has not announced any merger or acquisition deal. CSX Corporation (NASDAQ:CSX)’s shares dipped by 9.7% after it announced that it would expand its partnership with BNSF. The shares fell after the announcement effectively ended hopes of a merger. Here is what Cramer said about CSX Corporation (NASDAQ:CSX):
“By the way they’re not buying our coal, because if you look at CSX, which is Joe Hinrichs, who’s fantastic, coal’s been not great for them. This is a stock that when you look at it, says, we better make a deal, but Joe has said, if you [inaudible] high price, we’ll buy. The rails are a little weaker. I think that those deals take two years and people got a little too excited.”
Here are Cramer’s previous thoughts about CSX Corporation (NASDAQ:CSX):
“As Joe Hinrichs said to me last night on CSX, for the first time railroads are looking to work together. There is a up to a five day delay every time you get to Chicago because they don’t really, I mean we never really completed one. He’s saying you don’t need to merge, in order to make things more efficient. That would hurt the Norfolk Southern, Union Pacific merger.
“Joe Hinrichs’, by the way, his stock was the second best in the group, and if you take out the fluff that developed from Norfolk Southern when you [David] broke the story that there were talks, you actually had the number one performer. So he’s been slagged, and slagged, and slagged, even though he’s number one. And I don’t know if that’s so good.
“No, there’s not a buyer. No, not a buyer.”
1. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holders In Q2 2025: 76
Caterpillar Inc. (NYSE:CAT)’s stock has gained 15% year-to-date despite broader sluggishness in the construction industry. Cramer has discussed the firm several times on his morning show this year. He believes that the firm stands to benefit from the significant growth in US data center construction over the coming years. In this appearance, he discussed Caterpillar Inc. (NYSE:CAT)’s SEC filing, which warned that tariffs could make a $1.8 billion hit on its finances, which was higher than the earlier warning of $1.5 billion. Here’s what Cramer said about the filing:
“[On 8-K warning of additional headwinds] I don’t know Joe Creed, I know Jim Hucklebee, who is, by the way, acquired taste cowboys, when we went to a game together. . .I think that without knowing Joe Creed’s view, I’m reluctant to say just step up because you do have a up market multiple and a stock that historically had a below market multiple. But remember, congratulations to Jim Hucklebee for taking that company and being a non-episodic company but a buyer of stock. He’s done a terrific job, I’m sure he’s taught Joe Creed everything he needs to know. But I’m as aggressive on that one.”
Previously, Cramer commented on Caterpillar Inc. (NYSE:CAT)’s downgrade by Morgan Stanley:
“I like to look for stories that have been red hot, been, okay, that have suddenly cooled purely because of guilt by association. This morning, Morgan Stanley put the wood to Caterpillar, downgrading the stock from Hold to Sell because of worries about tariffs. Look, there are issues with CAT, but we already know them. The company reported last week, we know everything about it. Got the conference call. I don’t want to buy CAT even though it’ll get its fair share of reshoring orders.”
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