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Confluence Investment Management’s Hershey HSY Stock Holding History

Confluence Investment Management’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 		$116M Sell
663,243
-27,106
-4% -$5.11M 1.82% 16
2026
Q1 		$144M Sell
690,349
-7,565
-1% -$1.6M 2.23% 7
2025
Q4 		$127M Sell
697,914
-57,221
-8% -$10.5M 1.9% 10
2025
Q3 		$141M Sell
755,135
-9,257
-1% -$1.68M 2.02% 11
2025
Q2 		$127M Buy
764,392
+64,966
+9% +$10.7M 1.79% 16
2025
Q1 		$120M Buy
699,426
+17,397
+3% +$2.85M 1.72% 20
2024
Q4 		$116M Sell
682,029
-29,046
-4% -$5.21M 1.6% 23
2024
Q3 		$136M Sell
711,075
-6,756
-0.9% -$1.31M 1.82% 18
2024
Q2 		$132M Buy
717,831
+537,419
+298% +$104M 1.9% 13
2024
Q1 		$35.1M Buy
180,412
+15,685
+10% +$3.03M 0.47% 63
2023
Q4 		$30.7M Buy
164,727
+58,763
+55% +$11.1M 0.43% 62
2023
Q3 		$21.2M Sell
105,964
-1
-0% -$224 0.33% 73
2023
Q2 		$26.5M Sell
105,965
-1,808
-2% -$474K 0.39% 63
2023
Q1 		$27.4M Buy
107,773
+309
+0.3% +$72.6K 0.4% 61
2022
Q4 		$24.9M Sell
107,464
-303
-0.3% -$69.9K 0.37% 62
2022
Q3 		$23.8M Sell
107,767
-210
-0.2% -$47.1K 0.4% 59
2022
Q2 		$23.2M Sell
107,977
-353
-0.3% -$76.9K 0.36% 61
2022
Q1 		$23.5M Buy
+108,330
New +$22M 0.33% 66

Other funds holding HSY

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Confluence Investment Management's HSY Position: Q2 2026 in Review

Confluence Investment Management reduced its Hershey (HSY) stake by 3.9% in Q2 2026, selling an estimated $5.11M and leaving 663,243 shares worth $116M. The position accounts for 1.82% of the portfolio, ranked #16.

Confluence Investment Management first reported a position in HSY in Q1 2022 and has held it in 18 quarters since. The position peaked at $144M in Q1 2026. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Confluence Investment Management held 663,243 shares of Hershey worth $116M as of Q2 2026.
  • Confluence Investment Management sold 27,106 Hershey shares in Q2 2026, an estimated $5.11M.
  • Hershey made up 1.82% of Confluence Investment Management's portfolio in Q2 2026, its #16 holding.
  • Confluence Investment Management first reported a position in Hershey in Q1 2022 and has held it in 18 quarters since.
  • Confluence Investment Management's Hershey position peaked at $144M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.