AC
HSY icon

Apella Capital’s Hershey HSY Stock Holding History

Apella Capital’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 		$445K Buy
2,531
+33
+1% +$6.22K 0.01% 492
2026
Q1 		$481K Buy
2,498
+78
+3% +$16.4K 0.01% 471
2025
Q4 		$440K Sell
2,420
-4
-0.2% -$731 0.01% 381
2025
Q3 		$453K Buy
2,424
+345
+17% +$62.7K 0.01% 338
2025
Q2 		$365K Buy
2,079
+197
+10% +$32.5K 0.01% 326
2025
Q1 		$309K Buy
+1,882
New +$308K 0.01% 300

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Apella Capital's HSY Position: Q2 2026 in Review

Apella Capital increased its Hershey (HSY) stake by 1.3% in Q2 2026, buying an estimated $6.22K and bringing the position to 2,531 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #492.

Apella Capital first reported a position in HSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $481K in Q1 2026. 204 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Apella Capital held 2,531 shares of Hershey worth $445K as of Q2 2026.
  • Apella Capital bought 33 Hershey shares in Q2 2026, an estimated $6.22K.
  • Hershey made up 0.01% of Apella Capital's portfolio in Q2 2026, its #492 holding.
  • Apella Capital first reported a position in Hershey in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's Hershey position peaked at $481K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.