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 Q3	$18.5K	Buy	117 +1	+0.9%	+$176	0.01%	261
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 $5.97B AUM 5.11% 1-Year Est. Return

DLA

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

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

KGC

Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Burkett Financial Services's HSY Position: Q3 2026 in Review

Burkett Financial Services increased its Hershey (HSY) stake by 0.86% in Q3 2026, buying an estimated $176 and bringing the position to 117 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #261.

Burkett Financial Services first reported a position in HSY in Q4 2023 and has held it in 12 quarters since. The position peaked at $24.1K in Q1 2026. 51 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Burkett Financial Services held 117 shares of Hershey worth $18.5K as of Q3 2026.
Burkett Financial Services bought 1 Hershey share in Q3 2026, an estimated $176.
Hershey made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #261 holding.
Burkett Financial Services first reported a position in Hershey in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Hershey position peaked at $24.1K in Q1 2026.
51 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.