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
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 $6.4B AUM 9.79% 1-Year Est. Return
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

Cooper Financial Group's HSY Position: Q2 2026 in Review

Cooper Financial Group reduced its Hershey (HSY) stake by 12% in Q2 2026, selling an estimated $32.4K and leaving 1,215 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #428.

Cooper Financial Group first reported a position in HSY in Q4 2020 and has held it in 15 quarters since. The position peaked at $517K in Q2 2023. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Cooper Financial Group held 1,215 shares of Hershey worth $213K as of Q2 2026.
  • Cooper Financial Group sold 172 Hershey shares in Q2 2026, an estimated $32.4K.
  • Hershey made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #428 holding.
  • Cooper Financial Group first reported a position in Hershey in Q4 2020 and has held it in 15 quarters since.
  • Cooper Financial Group's Hershey position peaked at $517K in Q2 2023.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.