CFG
HSY icon

Cooper Financial Group’s Hershey HSY Stock Holding History

Cooper Financial Group’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 		– Sell
-1,215
Closed -$213K – 462
2026
Q2 		$213K Sell
1,215
-172
-12% -$32.4K 0.02% 428
2026
Q1 		$288K Buy
+1,387
New +$293K 0.03% 337
2024
Q1 		– Sell
-2,185
Closed -$407K – 357
2023
Q4 		$407K Sell
2,185
-115
-5% -$21.8K 0.07% 234
2023
Q3 		$460K Buy
2,300
+230
+11% +$51.5K 0.11% 203
2023
Q2 		$517K Buy
2,070
+86
+4% +$22.6K 0.13% 182
2023
Q1 		$505K Buy
1,984
+22
+1% +$5.17K 0.14% 165
2022
Q4 		$454K Buy
1,962
+228
+13% +$52.6K 0.14% 157
2022
Q3 		$382K Buy
1,734
+162
+10% +$36.3K 0.14% 153
2022
Q2 		$338K Sell
1,572
-28
-2% -$6.1K 0.12% 168
2022
Q1 		$347K Buy
1,600
+65
+4% +$13.2K 0.13% 148
2021
Q4 		$297K Buy
1,535
+15
+1% +$2.72K 0.11% 176
2021
Q3 		$257K Buy
1,520
+113
+8% +$20K 0.05% 206
2021
Q2 		$245K Buy
1,407
+98
+7% +$16.5K 0.05% 215
2021
Q1 		$207K Sell
1,309
-121
-8% -$18.2K 0.05% 234
2020
Q4 		$218K Buy
+1,430
New +$212K 0.04% 269

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
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
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Cooper Financial Group's HSY Position: Q3 2026 in Review

Cooper Financial Group sold out of Hershey (HSY) in Q3 2026, closing a stake of 1,215 shares — an estimated $213K sold.

Cooper Financial Group first reported a position in HSY in Q4 2020 and held it in 15 quarters. The position peaked at $517K in Q2 2023. 51 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Cooper Financial Group reported no remaining Hershey position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 1,215 Hershey shares in Q3 2026, an estimated $213K.
  • Cooper Financial Group first reported a position in Hershey in Q4 2020 and held it in 15 quarters.
  • Cooper Financial Group's Hershey position peaked at $517K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.