Caldwell Trust
HSY icon

Caldwell Trust’s Hershey HSY Stock Holding History

Caldwell Trust’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 		$252K Hold
1,598
– – 0.02% 308
2026
Q2 		$280K Hold
1,598
– – 0.02% 291
2026
Q1 		$332K Hold
1,598
– – 0.03% 272
2025
Q4 		$291K Hold
1,598
– – 0.03% 282
2025
Q3 		$299K Sell
1,598
-150
-9% -$27.3K 0.03% 274
2025
Q2 		$290K Sell
1,748
-350
-17% -$57.7K 0.03% 274
2025
Q1 		$359K Buy
2,098
+250
+14% +$40.9K 0.04% 249
2024
Q4 		$313K Sell
1,848
-200
-10% -$35.9K 0.03% 263
2024
Q3 		$393K Hold
2,048
– – 0.04% 242
2024
Q2 		$376K Sell
2,048
-535
-21% -$104K 0.04% 240
2024
Q1 		$502K Sell
2,583
-402
-13% -$77.5K 0.06% 221
2023
Q4 		$557K Hold
2,985
– – 0.07% 195
2023
Q3 		$597K Hold
2,985
– – 0.08% 182
2023
Q2 		$745K Hold
2,985
– – 0.1% 165
2023
Q1 		$759K Sell
2,985
-50
-2% -$11.7K 0.11% 162
2022
Q4 		$703K Sell
3,035
-100
-3% -$23.1K 0.1% 168
2022
Q3 		$691K Hold
3,135
– – 0.1% 158
2022
Q2 		$675K Hold
3,135
– – 0.09% 163
2022
Q1 		$679K Hold
3,135
– – 0.08% 172
2021
Q4 		$607K Sell
3,135
-400
-11% -$72.4K 0.07% 192
2021
Q3 		$598K Buy
3,535
+835
+31% +$148K 0.08% 183
2021
Q2 		$470K Buy
2,700
+1,500
+125% +$253K 0.06% 196
2021
Q1 		$190K Hold
1,200
– – 0.03% 279
2020
Q4 		$183K Hold
1,200
– – 0.03% 264
2020
Q3 		$172K Hold
1,200
– – 0.03% 261
2020
Q2 		$156K Hold
1,200
– – 0.03% 272
2020
Q1 		$159K Hold
1,200
– – 0.03% 261
2019
Q4 		$176K Buy
+1,200
New +$178K 0.03% 285

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Caldwell Trust's HSY Position: Q3 2026 in Review

Caldwell Trust held its Hershey (HSY) position steady in Q3 2026 at 1,598 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #308.

Caldwell Trust first reported a position in HSY in Q4 2019 and has held it in 28 quarters since. The position peaked at $759K in Q1 2023. 740 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Caldwell Trust held 1,598 shares of Hershey worth $252K as of Q3 2026.
  • Caldwell Trust left its Hershey share count unchanged in Q3 2026.
  • Hershey made up 0.02% of Caldwell Trust's portfolio in Q3 2026, its #308 holding.
  • Caldwell Trust first reported a position in Hershey in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Hershey position peaked at $759K in Q1 2023.
  • 740 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.