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Chesley Taft & Associates’s Hershey HSY Stock Holding History

Chesley Taft & Associates’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 		$2.43M Sell
13,822
-4
-0% -$754 0.09% 149
2026
Q1 		$2.87M Sell
13,826
-1
-0% -$211 0.12% 129
2025
Q4 		$2.52M Buy
13,827
+329
+2% +$60.1K 0.1% 138
2025
Q3 		$2.52M Sell
13,498
-158
-1% -$28.7K 0.11% 132
2025
Q2 		$2.27M Sell
13,656
-38
-0.3% -$6.26K 0.1% 137
2025
Q1 		$2.34M Hold
13,694
– – 0.11% 127
2024
Q4 		$2.32M Sell
13,694
-125
-0.9% -$22.4K 0.11% 128
2024
Q3 		$2.65M Sell
13,819
-65
-0.5% -$12.6K 0.13% 121
2024
Q2 		$2.55M Sell
13,884
-195
-1% -$37.7K 0.13% 119
2024
Q1 		$2.74M Sell
14,079
-5
-0% -$964 0.14% 119
2023
Q4 		$2.63M Sell
14,084
-15
-0.1% -$2.84K 0.15% 117
2023
Q3 		$2.82M Sell
14,099
-225
-2% -$50.4K 0.18% 111
2023
Q2 		$3.58M Hold
14,324
– – 0.22% 93
2023
Q1 		$3.64M Sell
14,324
-735
-5% -$173K 0.24% 92
2022
Q4 		$3.49M Buy
15,059
+24
+0.2% +$5.53K 0.24% 93
2022
Q3 		$3.31M Sell
15,035
-865
-5% -$194K 0.24% 93
2022
Q2 		$3.42M Buy
15,900
+175
+1% +$38.1K 0.23% 97
2022
Q1 		$3.55M Buy
15,725
+125
+0.8% +$25.4K 0.21% 103
2021
Q4 		$3.02M Buy
15,600
+10
+0.1% +$1.81K 0.16% 118
2021
Q3 		$2.64M Hold
15,590
– – 0.15% 123
2021
Q2 		$2.71M Buy
15,590
+200
+1% +$33.7K 0.16% 117
2021
Q1 		$2.45M Sell
15,390
-25
-0.2% -$3.77K 0.15% 119
2020
Q4 		$2.35M Sell
15,415
-100
-0.6% -$14.8K 0.15% 113
2020
Q3 		$2.22M Sell
15,515
-500
-3% -$70.9K 0.16% 107
2020
Q2 		$2.08M Sell
16,015
-300
-2% -$40.3K 0.16% 107
2020
Q1 		$2.16M Buy
16,315
+175
+1% +$25.8K 0.2% 97
2019
Q4 		$2.37M Sell
16,140
-945
-6% -$140K 0.17% 104
2019
Q3 		$2.65M Buy
17,085
+250
+1% +$37.8K 0.21% 95
2019
Q2 		$2.26M Buy
16,835
+5,375
+47% +$683K 0.18% 102
2019
Q1 		$1.32M Hold
11,460
– – 0.11% 137
2018
Q4 		$1.23M Hold
11,460
– – 0.12% 133
2018
Q3 		$1.17M Hold
11,460
– – 0.09% 158
2018
Q2 		$1.07M Hold
11,460
– – 0.09% 165
2018
Q1 		$1.13M Hold
11,460
– – 0.1% 156
2017
Q4 		$1.3M Hold
11,460
– – 0.11% 152
2017
Q3 		$1.25M Hold
11,460
– – 0.11% 154
2017
Q2 		$1.23M Hold
11,460
– – 0.11% 156
2017
Q1 		$1.25M Hold
11,460
– – 0.12% 146
2016
Q4 		$1.19M Hold
11,460
– – 0.12% 144
2016
Q3 		$1.1M Hold
11,460
– – 0.11% 147
2016
Q2 		$1.3M Hold
11,460
– – 0.13% 131
2016
Q1 		$1.05M Hold
11,460
– – 0.11% 142
2015
Q4 		$1.02M Sell
11,460
-2,700
-19% -$242K 0.11% 144
2015
Q3 		$1.3M Sell
14,160
-22,300
-61% -$2.03M 0.14% 117
2015
Q2 		$3.24M Buy
36,460
+725
+2% +$68.4K 0.33% 86
2015
Q1 		$3.61M Sell
35,735
-3,500
-9% -$365K 0.37% 78
2014
Q4 		$4.08M Sell
39,235
-1,025
-3% -$99.8K 0.41% 75
2014
Q3 		$3.84M Buy
40,260
+1,710
+4% +$158K 0.4% 77
2014
Q2 		$3.75M Sell
38,550
-1,170
-3% -$115K 0.39% 80
2014
Q1 		$4.15M Buy
39,720
+24,780
+166% +$2.53M 0.44% 72
2013
Q4 		$1.45M Buy
14,940
+180
+1% +$17.3K 0.14% 133
2013
Q3 		$1.36M Hold
14,760
– – 0.15% 134
2013
Q2 		$1.32M Buy
+14,760
New +$1.3M 0.15% 134

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Chesley Taft & Associates's HSY Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Hershey (HSY) stake by 0.03% in Q2 2026, selling an estimated $754 and leaving 13,822 shares worth $2.43M. The position accounts for 0.09% of the portfolio, ranked #149.

Chesley Taft & Associates first reported a position in HSY in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.15M in Q1 2014. 204 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Chesley Taft & Associates held 13,822 shares of Hershey worth $2.43M as of Q2 2026.
  • Chesley Taft & Associates sold 4 Hershey shares in Q2 2026, an estimated $754.
  • Hershey made up 0.09% of Chesley Taft & Associates's portfolio in Q2 2026, its #149 holding.
  • Chesley Taft & Associates first reported a position in Hershey in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's Hershey position peaked at $4.15M in Q1 2014.
  • 204 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.