AMI Investment Management’s Hershey HSY Stock Holding History

AMI Investment Management’s Portfolio HSY Stock Details HSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.92M	Sell	10,947 -534	-5%	-$101K	0.41%	48
2026 Q1	$2.39M	Sell	11,481 -173	-1%	-$36.5K	0.54%	40
2025 Q4	$2.12M	Sell	11,654 -1,334	-10%	-$244K	0.48%	43
2025 Q3	$2.43M	Buy	12,988 +554	+4%	+$101K	0.56%	41
2025 Q2	$2.06M	Buy	12,434 +174	+1%	+$28.7K	0.53%	42
2025 Q1	$2.1M	Buy	12,260 +1,255	+11%	+$205K	0.68%	40
2024 Q4	$1.86M	Buy	11,005 +288	+3%	+$51.6K	0.61%	39
2024 Q3	$2.06M	Buy	10,717 +160	+2%	+$31.1K	0.7%	41
2024 Q2	$1.94M	Buy	10,557 +1,980	+23%	+$383K	0.68%	41
2024 Q1	$1.67M	Buy	8,577 +388	+5%	+$74.8K	0.61%	42
2023 Q4	$1.53M	Buy	+8,189	New	+$1.55M	0.62%	42

Other funds holding HSY

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AMI Investment Management's HSY Position: Q2 2026 in Review

AMI Investment Management reduced its Hershey (HSY) stake by 4.7% in Q2 2026, selling an estimated $101K and leaving 10,947 shares worth $1.92M. The position accounts for 0.41% of the portfolio, ranked #48.

AMI Investment Management first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.43M in Q3 2025. 422 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

AMI Investment Management held 10,947 shares of Hershey worth $1.92M as of Q2 2026.
AMI Investment Management sold 534 Hershey shares in Q2 2026, an estimated $101K.
Hershey made up 0.41% of AMI Investment Management's portfolio in Q2 2026, its #48 holding.
AMI Investment Management first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
AMI Investment Management's Hershey position peaked at $2.43M in Q3 2025.
422 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.