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Ballentine Partners’s Hershey HSY Stock Holding History

Ballentine 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 		$908K Sell
5,175
-925
-15% -$174K 0.01% 395
2026
Q1 		$1.27M Buy
6,100
+349
+6% +$73.6K 0.02% 297
2025
Q4 		$1.05M Sell
5,751
-20
-0.3% -$3.66K 0.01% 317
2025
Q3 		$1.08M Buy
5,771
+628
+12% +$114K 0.02% 315
2025
Q2 		$853K Buy
5,143
+1,439
+39% +$237K 0.01% 353
2025
Q1 		$633K Buy
3,704
+1,065
+40% +$174K 0.01% 375
2024
Q4 		$447K Sell
2,639
-477
-15% -$85.5K 0.01% 453
2024
Q3 		$598K Buy
3,116
+25
+0.8% +$4.86K 0.01% 377
2024
Q2 		$568K Sell
3,091
-4,043
-57% -$782K 0.01% 381
2024
Q1 		$1.39M Buy
7,134
+4,098
+135% +$790K 0.03% 194
2023
Q4 		$566K Sell
3,036
-977
-24% -$185K 0.01% 343
2023
Q3 		$803K Sell
4,013
-1,744
-30% -$390K 0.02% 225
2023
Q2 		$1.44M Buy
5,757
+206
+4% +$54K 0.03% 155
2023
Q1 		$1.41M Buy
5,551
+1,004
+22% +$236K 0.04% 153
2022
Q4 		$1.05M Buy
4,547
+196
+5% +$45.2K 0.03% 165
2022
Q3 		$959K Buy
4,351
+271
+7% +$60.7K 0.03% 163
2022
Q2 		$878K Buy
4,080
+2,028
+99% +$442K 0.03% 164
2022
Q1 		$445K Buy
2,052
+31
+2% +$6.3K 0.01% 275
2021
Q4 		$391K Sell
2,021
-5
-0.2% -$905 0.01% 318
2021
Q3 		$343K Buy
2,026
+8
+0.4% +$1.41K 0.01% 302
2021
Q2 		$352K Sell
2,018
-17
-0.8% -$2.86K 0.01% 292
2021
Q1 		$322K Buy
2,035
+322
+19% +$48.5K 0.01% 290
2020
Q4 		$261K Sell
1,713
-55
-3% -$8.14K 0.01% 315
2020
Q3 		$253K Buy
1,768
+2
+0.1% +$284 0.01% 324
2020
Q2 		$229K Buy
1,766
+114
+7% +$15.3K 0.01% 323
2020
Q1 		$219K Buy
1,652
+201
+14% +$29.7K 0.01% 300
2019
Q4 		$213K Hold
1,451
– – 0.01% 364
2019
Q3 		$225K Buy
+1,451
New +$219K 0.01% 351
2018
Q4 		– Sell
-2,564
Closed -$261K – 362
2018
Q3 		$261K Buy
2,564
+197
+8% +$19.5K 0.01% 285
2018
Q2 		$220K Buy
+2,367
New +$221K 0.01% 303
2018
Q1 		– Sell
-2,594
Closed -$294K – 372
2017
Q4 		$294K Buy
2,594
+226
+10% +$24.9K 0.02% 267
2017
Q3 		$259K Buy
+2,368
New +$252K 0.01% 299

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

Ballentine Partners's HSY Position: Q2 2026 in Review

Ballentine Partners reduced its Hershey (HSY) stake by 15% in Q2 2026, selling an estimated $174K and leaving 5,175 shares worth $908K. The position accounts for 0.01% of the portfolio, ranked #395.

Ballentine Partners first reported a position in HSY in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.44M in Q2 2023. 204 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Ballentine Partners held 5,175 shares of Hershey worth $908K as of Q2 2026.
  • Ballentine Partners sold 925 Hershey shares in Q2 2026, an estimated $174K.
  • Hershey made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #395 holding.
  • Ballentine Partners first reported a position in Hershey in Q3 2017 and has held it in 32 quarters since.
  • Ballentine Partners's Hershey position peaked at $1.44M in Q2 2023.
  • 204 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.