CWS Financial Advisors’s Hershey HSY Stock Holding History

CWS Financial Advisors’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	$205K	Buy	+1,170	New	+$221K	0.05%	167
2023 Q4	–	Sell	-1,091	Closed	-$218K	–	157
2023 Q3	$218K	Sell	1,091 -243	-18%	-$54.4K	0.09%	128
2023 Q2	$333K	Sell	1,334 -250	-16%	-$65.6K	0.13%	110
2023 Q1	$403K	Buy	+1,584	New	+$372K	0.16%	98
2022 Q4	–	Sell	-1,572	Closed	-$347K	–	145
2022 Q3	$347K	Hold	1,572	–	–	0.17%	100
2022 Q2	$338K	Buy	1,572 +9	+0.6%	+$1.96K	0.15%	106
2022 Q1	$339K	Buy	+1,563	New	+$317K	0.13%	108

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWS Financial Advisors's HSY Position: Q2 2026 in Review

CWS Financial Advisors opened a new position in Hershey (HSY) in Q2 2026: 1,170 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #167 among its holdings. This is a return to the name: CWS Financial Advisors previously reported a position in HSY as recently as Q3 2023.

CWS Financial Advisors first reported a position in HSY in Q1 2022 and has held it in 7 quarters since. The position peaked at $403K in Q1 2023. 553 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

CWS Financial Advisors held 1,170 shares of Hershey worth $205K as of Q2 2026.
Hershey was a new CWS Financial Advisors position in Q2 2026.
Hershey made up 0.05% of CWS Financial Advisors's portfolio in Q2 2026, its #167 holding.
CWS Financial Advisors first reported a position in Hershey in Q1 2022 and has held it in 7 quarters since.
CWS Financial Advisors's Hershey position peaked at $403K in Q1 2023.
553 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.