Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.8M Buy
+71,080
New +$15M 2.5% 25
2023
Q4
Sell
-20,257
Closed -$4.05M 135
2023
Q3
$4.05M Buy
20,257
+2,949
+17% +$660K 1.03% 34
2023
Q2
$4.32M Buy
17,308
+14,925
+626% +$3.91M 1.05% 34
2023
Q1
$606K Sell
2,383
-100
-4% -$23.5K 0.15% 112
2022
Q4
$575K Buy
+2,483
New +$572K 0.13% 117
2022
Q2
Sell
-1,353
Closed -$293K 245
2022
Q1
$293K Buy
+1,353
New +$275K 0.07% 125
2020
Q1
Sell
-6,981
Closed -$1.03M 66
2019
Q4
$1.03M Buy
6,981
+1,610
+30% +$239K 0.42% 44
2019
Q3
$832K Buy
+5,371
New +$811K 0.37% 45

Other funds holding HSY