Concord Wealth Partners
HSY icon

Concord Wealth Partners’s Hershey HSY Stock Holding History

Concord Wealth Partners’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 Buy
50
+44
+733% +$7.75K ﹤0.01% 579
2026
Q2 		$1.05K Buy
+6
New +$1.13K ﹤0.01% 774
2026
Q1 		– Sell
-91
Closed -$16.6K – 453
2025
Q4 		$16.6K Hold
91
– – ﹤0.01% 470
2025
Q3 		$17K Hold
91
– – ﹤0.01% 473
2025
Q2 		$15.1K Hold
91
– – ﹤0.01% 499
2025
Q1 		$15.6K Hold
91
– – ﹤0.01% 460
2024
Q4 		$15.4K Sell
91
-50
-35% -$8.97K ﹤0.01% 486
2024
Q3 		$27K Sell
141
-50
-26% -$9.7K ﹤0.01% 427
2024
Q2 		$35.1K Sell
191
-100
-34% -$19.3K 0.01% 353
2024
Q1 		$56.6K Hold
291
– – 0.01% 333
2023
Q4 		$54.3K Sell
291
-68
-19% -$12.9K 0.01% 350
2023
Q3 		$71.8K Buy
359
+50
+16% +$11.2K 0.02% 327
2023
Q2 		$77.2K Buy
309
+18
+6% +$4.72K 0.02% 301
2023
Q1 		$74K Sell
291
-18
-6% -$4.23K 0.02% 290
2022
Q4 		$71.6K Buy
+309
New +$71.2K 0.02% 305
2022
Q3 		– Sell
-124
Closed -$27K – 581
2022
Q2 		$27K Buy
124
+18
+17% +$3.92K 0.01% 479
2022
Q1 		$23K Hold
106
– – 0.01% 604
2021
Q4 		$21K Buy
106
+100
+1,667% +$18.1K 0.01% 631
2021
Q3 		$1K Sell
6
-100
-94% -$17.7K ﹤0.01% 837
2021
Q2 		$18K Hold
106
– – 0.01% 524
2021
Q1 		$17K Buy
106
+100
+1,667% +$15.1K 0.01% 501
2020
Q4 		$1K Buy
+6
New +$888 ﹤0.01% 626

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Concord Wealth Partners's HSY Position: Q3 2026 in Review

Concord Wealth Partners increased its Hershey (HSY) stake by 733% in Q3 2026, buying an estimated $7.75K and bringing the position to 50 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Concord Wealth Partners first reported a position in HSY in Q4 2020 and has held it in 22 quarters since. The position peaked at $77.2K in Q2 2023. 740 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Concord Wealth Partners held 50 shares of Hershey worth $7.88K as of Q3 2026.
  • Concord Wealth Partners bought 44 Hershey shares in Q3 2026, an estimated $7.75K.
  • Hershey made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #579 holding.
  • Concord Wealth Partners first reported a position in Hershey in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Hershey position peaked at $77.2K in Q2 2023.
  • 740 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.