CT
HSY icon

Coastline Trust’s Hershey HSY Stock Holding History

Coastline 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 		$7.88K Hold
50
– – ﹤0.01% 324
2026
Q2 		$8.77K Hold
50
– – ﹤0.01% 370
2026
Q1 		$10.4K Hold
50
– – ﹤0.01% 359
2025
Q4 		$9.1K Hold
50
– – ﹤0.01% 358
2025
Q3 		$9.35K Hold
50
– – ﹤0.01% 345
2025
Q2 		$8.3K Hold
50
– – ﹤0.01% 353
2025
Q1 		$8.55K Hold
50
– – ﹤0.01% 352
2024
Q4 		$8.47K Hold
50
– – ﹤0.01% 367
2024
Q3 		$9.59K Buy
+50
New +$9.72K ﹤0.01% 385
2024
Q2 		– Sell
-1,250
Closed -$243K – 249
2024
Q1 		$243K Hold
1,250
– – 0.03% 230
2023
Q4 		$233K Hold
1,250
– – 0.03% 242
2023
Q3 		$250K Hold
1,250
– – 0.04% 237
2023
Q2 		$312K Sell
1,250
-300
-19% -$78.7K 0.04% 236
2023
Q1 		$394K Hold
1,550
– – 0.06% 232
2022
Q4 		$359K Hold
1,550
– – 0.05% 236
2022
Q3 		$342K Hold
1,550
– – 0.05% 249
2022
Q2 		$334K Hold
1,550
– – 0.05% 265
2022
Q1 		$336K Hold
1,550
– – 0.04% 280
2021
Q4 		$300K Hold
1,550
– – 0.03% 296
2021
Q3 		$262K Hold
1,550
– – 0.03% 302
2021
Q2 		$270K Hold
1,550
– – 0.03% 298
2021
Q1 		$245K Hold
1,550
– – 0.03% 307
2020
Q4 		$236K Hold
1,550
– – 0.03% 304
2020
Q3 		$222K Hold
1,550
– – 0.03% 299
2020
Q2 		$200K Hold
1,550
– – 0.03% 302
2020
Q1 		$206K Hold
1,550
– – 0.04% 291
2019
Q4 		$227K Hold
1,550
– – 0.03% 312
2019
Q3 		$240K Hold
1,550
– – 0.04% 305
2019
Q2 		$208K Buy
+1,550
New +$197K 0.03% 317

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Coastline Trust's HSY Position: Q3 2026 in Review

Coastline Trust held its Hershey (HSY) position steady in Q3 2026 at 50 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Coastline Trust first reported a position in HSY in Q2 2019 and has held it in 29 quarters since. The position peaked at $394K in Q1 2023. 90 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Coastline Trust held 50 shares of Hershey worth $7.88K as of Q3 2026.
  • Coastline Trust left its Hershey share count unchanged in Q3 2026.
  • Hershey made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #324 holding.
  • Coastline Trust first reported a position in Hershey in Q2 2019 and has held it in 29 quarters since.
  • Coastline Trust's Hershey position peaked at $394K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.