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Clark & Stuart Inc’s Hershey HSY Stock Holding History

Clark & Stuart Inc’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 		$1.33M Sell
7,589
-86
-1% -$16.2K 0.84% 29
2026
Q1 		$1.6M Sell
7,675
-50
-0.6% -$10.5K 1.08% 24
2025
Q4 		$1.41M Sell
7,725
-145
-2% -$26.5K 0.97% 29
2025
Q3 		$1.47M Sell
7,870
-50
-0.6% -$9.09K 1.05% 27
2025
Q2 		$1.31M Sell
7,920
-260
-3% -$42.9K 0.99% 27
2025
Q1 		$1.4M Buy
8,180
+4,320
+112% +$707K 1.02% 27
2024
Q4 		$654K Buy
+3,860
New +$692K 0.48% 32

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Clark & Stuart Inc's HSY Position: Q2 2026 in Review

Clark & Stuart Inc reduced its Hershey (HSY) stake by 1.1% in Q2 2026, selling an estimated $16.2K and leaving 7,589 shares worth $1.33M. The position accounts for 0.84% of the portfolio, ranked #29.

Clark & Stuart Inc first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q1 2026. 302 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Clark & Stuart Inc held 7,589 shares of Hershey worth $1.33M as of Q2 2026.
  • Clark & Stuart Inc sold 86 Hershey shares in Q2 2026, an estimated $16.2K.
  • Hershey made up 0.84% of Clark & Stuart Inc's portfolio in Q2 2026, its #29 holding.
  • Clark & Stuart Inc first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Clark & Stuart Inc's Hershey position peaked at $1.6M in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.