Buttonwood Financial Advisors’s Hershey HSY Stock Holding History

Buttonwood Financial Advisors’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	$1.41M	Sell	8,027 -103	-1%	-$19.4K	0.43%	46
2026 Q1	$1.69M	Sell	8,130 -101	-1%	-$21.3K	0.57%	46
2025 Q4	$1.5M	Buy	8,231 +525	+7%	+$96K	0.5%	43
2025 Q3	$1.44M	Buy	7,706 +3,978	+107%	+$723K	0.5%	41
2025 Q2	$619K	Buy	3,728 +482	+15%	+$79.4K	0.25%	62
2025 Q1	$555K	Sell	3,246 -52	-2%	-$8.51K	0.24%	65
2024 Q4	$559K	Buy	3,298 +139	+4%	+$24.9K	0.25%	68
2024 Q3	$606K	Sell	3,159 -23	-0.7%	-$4.47K	0.26%	68
2024 Q2	$585K	Buy	+3,182	New	+$616K	0.28%	65

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

Buttonwood Financial Advisors's HSY Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Hershey (HSY) stake by 1.3% in Q2 2026, selling an estimated $19.4K and leaving 8,027 shares worth $1.41M. The position accounts for 0.43% of the portfolio, ranked #46.

Buttonwood Financial Advisors first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q1 2026. 337 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Buttonwood Financial Advisors held 8,027 shares of Hershey worth $1.41M as of Q2 2026.
Buttonwood Financial Advisors sold 103 Hershey shares in Q2 2026, an estimated $19.4K.
Hershey made up 0.43% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #46 holding.
Buttonwood Financial Advisors first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
Buttonwood Financial Advisors's Hershey position peaked at $1.69M in Q1 2026.
337 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.