BFSG LLC
HSY icon

BFSG LLC’s Hershey HSY Stock Holding History

BFSG LLC’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 		$4.1K Buy
+26
New +$4.58K ﹤0.01% 679
2025
Q4 		– Sell
-5
Closed -$936 – 728
2025
Q3 		$936 Buy
+5
New +$909 ﹤0.01% 668
2024
Q3 		– Sell
-550
Closed -$101K – 646
2024
Q2 		$101K Hold
550
– – 0.01% 306
2024
Q1 		$107K Hold
550
– – 0.01% 303
2023
Q4 		$103K Buy
+550
New +$104K 0.01% 296
2019
Q2 		– Sell
-6,882
Closed -$790K – 141
2019
Q1 		$790K Hold
6,882
– – 0.3% 68
2018
Q4 		$738K Sell
6,882
-5
-0.1% -$532 0.34% 70
2018
Q3 		$702K Sell
6,887
-673
-9% -$66.5K 0.3% 68
2018
Q2 		$704K Sell
7,560
-450
-6% -$42K 0.31% 69
2018
Q1 		$793K Sell
8,010
-90
-1% -$9.3K 0.35% 69
2017
Q4 		$919K Sell
8,100
-55
-0.7% -$6.05K 0.39% 71
2017
Q3 		$890K Sell
8,155
-85
-1% -$9.06K 0.4% 69
2017
Q2 		$885K Sell
8,240
-205
-2% -$22.6K 0.43% 69
2017
Q1 		$923K Buy
+8,445
New +$906K 0.46% 70

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

BFSG LLC's HSY Position: Q3 2026 in Review

BFSG LLC opened a new position in Hershey (HSY) in Q3 2026: 26 shares worth $4.1K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: BFSG LLC previously reported a position in HSY as recently as Q3 2025.

BFSG LLC first reported a position in HSY in Q1 2017 and has held it in 14 quarters since. The position peaked at $923K in Q1 2017. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • BFSG LLC held 26 shares of Hershey worth $4.1K as of Q3 2026.
  • Hershey was a new BFSG LLC position in Q3 2026.
  • Hershey made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #679 holding.
  • BFSG LLC first reported a position in Hershey in Q1 2017 and has held it in 14 quarters since.
  • BFSG LLC's Hershey position peaked at $923K in Q1 2017.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.