Cove Private Wealth’s Hershey HSY Stock Holding History

Cove Private Wealth’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	$424K	Buy	2,689 +6	+0.2%	+$1.06K	0.07%	160
2026 Q2	$471K	Buy	2,683 +38	+1%	+$7.17K	0.09%	148
2026 Q1	$550K	Buy	2,645 +545	+26%	+$115K	0.12%	112
2025 Q4	$382K	Sell	2,100 -674	-24%	-$123K	0.11%	121
2025 Q3	$519K	Hold	2,774	–	–	0.16%	102
2025 Q2	$460K	Buy	2,774 +1,200	+76%	+$198K	0.16%	105
2025 Q1	$269K	Buy	1,574 +30	+2%	+$4.91K	0.14%	110
2024 Q4	$261K	Buy	+1,544	New	+$277K	0.16%	100

Other funds holding HSY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cove Private Wealth's HSY Position: Q3 2026 in Review

Cove Private Wealth increased its Hershey (HSY) stake by 0.22% in Q3 2026, buying an estimated $1.06K and bringing the position to 2,689 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #160.

Cove Private Wealth first reported a position in HSY in Q4 2024 and has held it in 8 quarters since. The position peaked at $550K in Q1 2026. 740 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Cove Private Wealth held 2,689 shares of Hershey worth $424K as of Q3 2026.
Cove Private Wealth bought 6 Hershey shares in Q3 2026, an estimated $1.06K.
Hershey made up 0.07% of Cove Private Wealth's portfolio in Q3 2026, its #160 holding.
Cove Private Wealth first reported a position in Hershey in Q4 2024 and has held it in 8 quarters since.
Cove Private Wealth's Hershey position peaked at $550K in Q1 2026.
740 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.