Burkett Financial Services’s Hershey HSY Stock Holding History

Burkett Financial Services’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	$20.5K	Buy	116 +1	+0.9%	+$189	0.01%	149
2026 Q1	$24.1K	Buy	115 +1	+0.9%	+$211	0.01%	137
2025 Q4	$20.9K	Hold	114	–	–	0.01%	137
2025 Q3	$21.3K	Buy	114 +1	+0.9%	+$182	0.01%	136
2025 Q2	$18.8K	Buy	113 +1	+0.9%	+$165	0.01%	129
2025 Q1	$19.2K	Buy	112 +1	+0.9%	+$164	0.01%	137
2024 Q4	$18.9K	Hold	111	–	–	0.01%	123
2024 Q3	$21.2K	Buy	111 +1	+0.9%	+$194	0.01%	113
2024 Q2	$20.2K	Buy	110 +1	+0.9%	+$193	0.01%	115
2024 Q1	$21.2K	Buy	109 +1	+0.9%	+$193	0.01%	117
2023 Q4	$20.2K	Buy	+108	New	+$20.5K	0.01%	115

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burkett Financial Services's HSY Position: Q2 2026 in Review

Burkett Financial Services increased its Hershey (HSY) stake by 0.87% in Q2 2026, buying an estimated $189 and bringing the position to 116 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #149.

Burkett Financial Services first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.1K in Q1 2026. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Burkett Financial Services held 116 shares of Hershey worth $20.5K as of Q2 2026.
Burkett Financial Services bought 1 Hershey share in Q2 2026, an estimated $189.
Hershey made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #149 holding.
Burkett Financial Services first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Hershey position peaked at $24.1K in Q1 2026.
431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.