AP
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Appleton Partners’s Hershey HSY Stock Holding History

Appleton Partners’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 		$4.28M Buy
24,385
+701
+3% +$132K 0.26% 85
2026
Q1 		$4.92M Buy
23,684
+1,934
+9% +$408K 0.34% 76
2025
Q4 		$3.96M Sell
21,750
-1,506
-6% -$275K 0.26% 82
2025
Q3 		$4.35M Buy
23,256
+287
+1% +$52.2K 0.29% 79
2025
Q2 		$3.81M Sell
22,969
-140
-0.6% -$23.1K 0.27% 84
2025
Q1 		$3.95M Buy
23,109
+1,028
+5% +$168K 0.31% 79
2024
Q4 		$3.74M Sell
22,081
-6,734
-23% -$1.21M 0.28% 84
2024
Q3 		$5.53M Buy
28,815
+353
+1% +$68.6K 0.41% 77
2024
Q2 		$5.23M Buy
28,462
+443
+2% +$85.7K 0.4% 74
2024
Q1 		$5.45M Sell
28,019
-1,562
-5% -$301K 0.42% 73
2023
Q4 		$5.51M Sell
29,581
-2,058
-7% -$390K 0.44% 72
2023
Q3 		$6.33M Buy
31,639
+7,071
+29% +$1.58M 0.56% 55
2023
Q2 		$6.13M Buy
24,568
+9,164
+59% +$2.4M 0.52% 58
2023
Q1 		$3.92M Buy
15,404
+2,425
+19% +$570K 0.35% 71
2022
Q4 		$3.01M Buy
+12,979
New +$2.99M 0.28% 84
2014
Q3 		– Sell
-6,145
Closed -$598K – 191
2014
Q2 		$598K Sell
6,145
-155
-2% -$15.2K 0.14% 109
2014
Q1 		$658K Hold
6,300
– – 0.16% 102
2013
Q4 		$613K Hold
6,300
– – 0.15% 98
2013
Q3 		$583K Buy
6,300
+2,000
+47% +$186K 0.16% 98
2013
Q2 		$384K Buy
+4,300
New +$380K 0.11% 103

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Appleton Partners's HSY Position: Q2 2026 in Review

Appleton Partners increased its Hershey (HSY) stake by 3% in Q2 2026, buying an estimated $132K and bringing the position to 24,385 shares worth $4.28M. The position accounts for 0.26% of the portfolio, ranked #85.

Appleton Partners first reported a position in HSY in Q2 2013 and has held it in 20 quarters since. The position peaked at $6.33M in Q3 2023. 409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Appleton Partners held 24,385 shares of Hershey worth $4.28M as of Q2 2026.
  • Appleton Partners bought 701 Hershey shares in Q2 2026, an estimated $132K.
  • Hershey made up 0.26% of Appleton Partners's portfolio in Q2 2026, its #85 holding.
  • Appleton Partners first reported a position in Hershey in Q2 2013 and has held it in 20 quarters since.
  • Appleton Partners's Hershey position peaked at $6.33M in Q3 2023.
  • 409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.