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 Q3	$1.19M	Sell	7,549 -40	-0.5%	-$7.05K	0.73%	32
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Clark & Stuart Inc's HSY Position: Q3 2026 in Review

Clark & Stuart Inc reduced its Hershey (HSY) stake by 0.53% in Q3 2026, selling an estimated $7.05K and leaving 7,549 shares worth $1.19M. The position accounts for 0.73% of the portfolio, ranked #32.

Clark & Stuart Inc first reported a position in HSY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q1 2026. 275 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Clark & Stuart Inc held 7,549 shares of Hershey worth $1.19M as of Q3 2026.
Clark & Stuart Inc sold 40 Hershey shares in Q3 2026, an estimated $7.05K.
Hershey made up 0.73% of Clark & Stuart Inc's portfolio in Q3 2026, its #32 holding.
Clark & Stuart Inc first reported a position in Hershey in Q4 2024 and has held it in 8 quarters since.
Clark & Stuart Inc's Hershey position peaked at $1.6M in Q1 2026.
275 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Clark & Stuart Inc's 13F filing for Q3 2026, filed 14 Oct 2026.