Covestor
HSY icon

Covestor’s Hershey HSY Stock Holding History

Covestor’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 		$15K Sell
97
-10
-9% -$1.76K 0.01% 1239
2026
Q2 		$19K Sell
107
-140
-57% -$26.4K 0.01% 1195
2026
Q1 		$51K Sell
247
-333
-57% -$70.2K 0.04% 702
2025
Q4 		$105K Sell
580
-96
-14% -$17.6K 0.06% 553
2025
Q3 		$126K Buy
676
+517
+325% +$93.9K 0.07% 442
2025
Q2 		$26K Sell
159
-182
-53% -$30K 0.02% 1148
2025
Q1 		$58K Buy
341
+103
+43% +$16.9K 0.04% 784
2024
Q4 		$40K Buy
238
+71
+43% +$12.7K 0.03% 938
2024
Q3 		$32K Sell
167
-79
-32% -$15.4K 0.02% 1037
2024
Q2 		$45K Buy
246
+92
+60% +$17.8K 0.03% 901
2024
Q1 		$30K Sell
154
-5
-3% -$964 0.02% 1067
2023
Q4 		$30K Hold
159
– – 0.02% 1050
2023
Q3 		$32K Buy
159
+1
+0.6% +$224 0.02% 955
2023
Q2 		$40K Sell
158
-17
-10% -$4.46K 0.03% 872
2023
Q1 		$45K Sell
175
-6
-3% -$1.41K 0.04% 744
2022
Q4 		$42K Sell
181
-33
-15% -$7.61K 0.03% 794
2022
Q3 		$47K Sell
214
-492
-70% -$110K 0.04% 719
2022
Q2 		$152K Sell
706
-117
-14% -$25.5K 0.12% 201
2022
Q1 		$178K Buy
823
+362
+79% +$73.5K 0.12% 188
2021
Q4 		$89K Buy
+461
New +$83.5K 0.12% 219

Other funds holding HSY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Covestor's HSY Position: Q3 2026 in Review

Covestor reduced its Hershey (HSY) stake by 9.3% in Q3 2026, selling an estimated $1.76K and leaving 97 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1239.

Covestor first reported a position in HSY in Q4 2021 and has held it in 20 quarters since. The position peaked at $178K in Q1 2022. 1,032 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Covestor held 97 shares of Hershey worth $15K as of Q3 2026.
  • Covestor sold 10 Hershey shares in Q3 2026, an estimated $1.76K.
  • Hershey made up 0.01% of Covestor's portfolio in Q3 2026, its #1239 holding.
  • Covestor first reported a position in Hershey in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Hershey position peaked at $178K in Q1 2022.
  • 1,032 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.