Clearstead Trust
HSY icon

Clearstead Trust’s Hershey HSY Stock Holding History

Clearstead 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 		$32.3K Buy
205
+4
+2% +$705 ﹤0.01% 402
2026
Q2 		$35.3K Hold
201
– – ﹤0.01% 370
2026
Q1 		$41.8K Sell
201
-133
-40% -$28K 0.01% 334
2025
Q4 		$60.8K Sell
334
-23
-6% -$4.2K 0.01% 307
2025
Q3 		$66.8K Sell
357
-156
-30% -$28.3K 0.01% 284
2025
Q2 		$85.1K Buy
513
+164
+47% +$27K 0.02% 262
2025
Q1 		$59.7K Buy
349
+47
+16% +$7.7K 0.01% 259
2024
Q4 		$51.1K Hold
302
– – 0.01% 259
2024
Q3 		$57.9K Hold
302
– – 0.01% 230
2024
Q2 		$55.5K Sell
302
-7,653
-96% -$1.48M 0.01% 229
2024
Q1 		$1.55M Sell
7,955
-490
-6% -$94.5K 0.4% 43
2023
Q4 		$1.57M Buy
8,445
+474
+6% +$89.8K 0.43% 41
2023
Q3 		$1.59M Sell
7,971
-5,412
-40% -$1.21M 0.52% 36
2023
Q2 		$3.4M Sell
13,383
-1,291
-9% -$339K 1.09% 18
2023
Q1 		$3.73M Buy
14,674
+1,366
+10% +$321K 1.19% 16
2022
Q4 		$3.08M Buy
13,308
+5,288
+66% +$1.22M 1.03% 23
2022
Q3 		$1.77M Sell
8,020
-150
-2% -$33.6K 0.62% 29
2022
Q2 		$1.76M Buy
8,170
+7,506
+1,130% +$1.64M 1.34% 21
2022
Q1 		$144K Sell
664
-96
-13% -$19.5K 0.09% 99
2021
Q4 		$147K Hold
760
– – 0.09% 105
2021
Q3 		$129K Buy
+760
New +$134K 0.08% 109

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 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

Clearstead Trust's HSY Position: Q3 2026 in Review

Clearstead Trust increased its Hershey (HSY) stake by 2% in Q3 2026, buying an estimated $705 and bringing the position to 205 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Clearstead Trust first reported a position in HSY in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.73M in Q1 2023. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Clearstead Trust held 205 shares of Hershey worth $32.3K as of Q3 2026.
  • Clearstead Trust bought 4 Hershey shares in Q3 2026, an estimated $705.
  • Hershey made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #402 holding.
  • Clearstead Trust first reported a position in Hershey in Q3 2021 and has held it in 21 quarters since.
  • Clearstead Trust's Hershey position peaked at $3.73M in Q1 2023.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.