Atwater Malick’s Hershey HSY Stock Holding History

Atwater Malick’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	$419K	Hold	2,661	–	–	0.09%	87
2026 Q2	$467K	Hold	2,661	–	–	0.1%	79
2026 Q1	$553K	Hold	2,661	–	–	0.15%	58
2025 Q4	$484K	Hold	2,661	–	–	0.13%	56
2025 Q3	$498K	Hold	2,661	–	–	0.14%	57
2025 Q2	$442K	Hold	2,661	–	–	0.14%	56
2025 Q1	$455K	Hold	2,661	–	–	0.15%	54
2024 Q4	$451K	Hold	2,661	–	–	0.15%	51
2024 Q3	$510K	Buy	2,661 +29	+1%	+$5.64K	0.16%	52
2024 Q2	$484K	Hold	2,632	–	–	0.17%	52
2024 Q1	$512K	Hold	2,632	–	–	0.18%	55
2023 Q4	$491K	Hold	2,632	–	–	0.19%	50
2023 Q3	$527K	Sell	2,632 -125	-5%	-$28K	0.23%	44
2023 Q2	$688K	Buy	2,757 +125	+5%	+$32.8K	0.29%	41
2023 Q1	$670K	Hold	2,632	–	–	0.31%	32
2022 Q4	$609K	Hold	2,632	–	–	0.3%	32
2022 Q3	$580K	Hold	2,632	–	–	0.32%	31
2022 Q2	$566K	Hold	2,632	–	–	0.3%	31
2022 Q1	$570K	Hold	2,632	–	–	0.28%	33
2021 Q4	$509K	Hold	2,632	–	–	0.24%	34
2021 Q3	$445K	Buy	+2,632	New	+$465K	0.24%	33
2019 Q4	–	Sell	-800	Closed	-$124K	–	113
2019 Q3	$124K	Buy	+800	New	+$121K	0.1%	45

Other funds holding HSY

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Atwater Malick's HSY Position: Q3 2026 in Review

Atwater Malick held its Hershey (HSY) position steady in Q3 2026 at 2,661 shares worth $419K. The position accounts for 0.09% of the portfolio, ranked #87.

Atwater Malick first reported a position in HSY in Q3 2019 and has held it in 22 quarters since. The position peaked at $688K in Q2 2023. 312 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Atwater Malick held 2,661 shares of Hershey worth $419K as of Q3 2026.
Atwater Malick left its Hershey share count unchanged in Q3 2026.
Hershey made up 0.09% of Atwater Malick's portfolio in Q3 2026, its #87 holding.
Atwater Malick first reported a position in Hershey in Q3 2019 and has held it in 22 quarters since.
Atwater Malick's Hershey position peaked at $688K in Q2 2023.
312 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.