Apella Capital
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
Q3 		$408K Buy
2,547
+16
+0.6% +$2.82K 0.01% 550
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Apella Capital's HSY Position: Q3 2026 in Review

Apella Capital increased its Hershey (HSY) stake by 0.63% in Q3 2026, buying an estimated $2.82K and bringing the position to 2,547 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #550.

Apella Capital first reported a position in HSY in Q1 2025 and has held it in 7 quarters since. The position peaked at $481K in Q1 2026. 862 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Apella Capital held 2,547 shares of Hershey worth $408K as of Q3 2026.
  • Apella Capital bought 16 Hershey shares in Q3 2026, an estimated $2.82K.
  • Hershey made up 0.01% of Apella Capital's portfolio in Q3 2026, its #550 holding.
  • Apella Capital first reported a position in Hershey in Q1 2025 and has held it in 7 quarters since.
  • Apella Capital's Hershey position peaked at $481K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.