CI
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CX Institutional’s Hershey HSY Stock Holding History

CX Institutional’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 		$1.12M Buy
6,378
+1,066
+20% +$201K 0.03% 322
2026
Q1 		$1.1M Buy
5,312
+2,000
+60% +$422K 0.03% 327
2025
Q4 		$603K Buy
3,312
+207
+7% +$37.8K 0.02% 373
2025
Q3 		$581K Buy
3,105
+158
+5% +$28.7K 0.02% 397
2025
Q2 		$489K Buy
2,947
+189
+7% +$31.2K 0.02% 376
2025
Q1 		$472K Buy
+2,758
New +$452K 0.02% 380
2024
Q4 		– Sell
-7,442
Closed -$1.43M – 564
2024
Q3 		$1.43M Buy
7,442
+334
+5% +$64.9K 0.06% 234
2024
Q2 		$1.31M Sell
7,108
-509
-7% -$98.5K 0.06% 240
2024
Q1 		$1.48M Buy
7,617
+6,568
+626% +$1.27M 0.07% 221
2023
Q4 		$196K Sell
1,049
-3,275
-76% -$621K 0.01% 493
2023
Q3 		$865K Sell
4,324
-3,543
-45% -$793K 0.05% 272
2023
Q2 		$1.96M Sell
7,867
-529
-6% -$139K 0.1% 214
2023
Q1 		$2.16M Buy
8,396
+7,186
+594% +$1.69M 0.11% 213
2022
Q4 		$280K Buy
1,210
+206
+21% +$47.5K 0.02% 443
2022
Q3 		$221K Sell
1,004
-1,906
-65% -$427K 0.02% 436
2022
Q2 		$626K Sell
2,910
-379
-12% -$82.6K 0.05% 295
2022
Q1 		$713K Sell
3,289
-14,861
-82% -$3.02M 0.06% 246
2021
Q4 		$3.51M Buy
18,150
+6,401
+54% +$1.16M 0.28% 114
2021
Q3 		$1.99M Buy
11,749
+37
+0.3% +$6.54K 0.16% 148
2021
Q2 		$2.04M Sell
11,712
-802
-6% -$135K 0.17% 146
2021
Q1 		$1.98M Buy
12,514
+12,244
+4,535% +$1.84M 0.18% 146
2020
Q4 		$41K Buy
270
+128
+90% +$18.9K ﹤0.01% 474
2020
Q3 		$20K Sell
142
-8
-5% -$1.13K ﹤0.01% 543
2020
Q2 		$19K Buy
150
+91
+154% +$12.2K ﹤0.01% 447
2020
Q1 		$8K Sell
59
-10
-14% -$1.48K ﹤0.01% 482
2019
Q4 		$10K Hold
69
– – ﹤0.01% 430
2019
Q3 		$11K Buy
69
+11
+19% +$1.66K ﹤0.01% 451
2019
Q2 		$8K Buy
58
+11
+23% +$1.4K ﹤0.01% 525
2019
Q1 		$5K Sell
47
-34
-42% -$3.7K ﹤0.01% 549
2018
Q4 		$9K Buy
+81
New +$8.61K ﹤0.01% 360
2018
Q3 		– Sell
-12,773
Closed -$1.19M – 347
2018
Q2 		$1.19M Buy
+12,773
New +$1.19M 0.44% 71

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

CX Institutional's HSY Position: Q2 2026 in Review

CX Institutional increased its Hershey (HSY) stake by 20% in Q2 2026, buying an estimated $201K and bringing the position to 6,378 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #322.

CX Institutional first reported a position in HSY in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.51M in Q4 2021. 407 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • CX Institutional held 6,378 shares of Hershey worth $1.12M as of Q2 2026.
  • CX Institutional bought 1,066 Hershey shares in Q2 2026, an estimated $201K.
  • Hershey made up 0.03% of CX Institutional's portfolio in Q2 2026, its #322 holding.
  • CX Institutional first reported a position in Hershey in Q2 2018 and has held it in 31 quarters since.
  • CX Institutional's Hershey position peaked at $3.51M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.