Dean Investment Associates’s Hershey HSY Stock Holding History

Dean Investment Associates’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 Q1	$11.9M	Buy	57,392 +25,528	+80%	+$5.38M	1.68%	1
2025 Q4	$5.8M	Sell	31,864 -1,332	-4%	-$244K	0.83%	26
2025 Q3	$6.21M	Sell	33,196 -646	-2%	-$117K	0.87%	17
2025 Q2	$5.62M	Buy	33,842 +468	+1%	+$77.1K	0.83%	26
2025 Q1	$5.71M	Buy	33,374 +3,061	+10%	+$501K	0.84%	21
2024 Q4	$5.13M	Sell	30,313 -6,090	-17%	-$1.09M	0.73%	33
2024 Q3	$6.98M	Sell	36,403 -2,294	-6%	-$446K	0.94%	17
2024 Q2	$7.11M	Sell	38,697 -528	-1%	-$102K	1.01%	14
2024 Q1	$7.63M	Buy	39,225 +12,300	+46%	+$2.37M	1.05%	13
2023 Q4	$5.02M	Buy	26,925 +17,597	+189%	+$3.33M	0.72%	45
2023 Q3	$1.87M	Buy	9,328 +362	+4%	+$81K	0.31%	131
2023 Q2	$2.24M	Sell	8,966 -3,448	-28%	-$904K	0.36%	103
2023 Q1	$3.16M	Sell	12,414 -697	-5%	-$164K	0.5%	83
2022 Q4	$3.04M	Sell	13,111 -78	-0.6%	-$18K	0.52%	75
2022 Q3	$2.91M	Sell	13,189 -35	-0.3%	-$7.84K	0.59%	64
2022 Q2	$2.85M	Sell	13,224 -664	-5%	-$145K	0.55%	64
2022 Q1	$3.01M	Sell	13,888 -404	-3%	-$82.1K	0.54%	70
2021 Q4	$2.77M	Sell	14,292 -329	-2%	-$59.6K	0.49%	80
2021 Q3	$2.48M	Sell	14,621 -461	-3%	-$81.5K	0.47%	84
2021 Q2	$2.63M	Buy	15,082 +1,230	+9%	+$207K	0.48%	73
2021 Q1	$2.19M	Sell	13,852 -92	-0.7%	-$13.9K	0.41%	99
2020 Q4	$2.12M	Buy	13,944 +456	+3%	+$67.5K	0.44%	89
2020 Q3	$1.93M	Sell	13,488 -352	-3%	-$49.9K	0.46%	90
2020 Q2	$1.79M	Sell	13,840 -317	-2%	-$42.6K	0.43%	100
2020 Q1	$1.88M	Sell	14,157 -634	-4%	-$93.5K	0.4%	108
2019 Q4	$2.17M	Sell	14,791 -11,081	-43%	-$1.64M	0.34%	131
2019 Q3	$4.01M	Sell	25,872 -12,406	-32%	-$1.87M	0.59%	69
2019 Q2	$5.13M	Sell	38,278 -3,200	-8%	-$407K	0.74%	48
2019 Q1	$4.76M	Sell	41,478 -322	-0.8%	-$35.1K	0.69%	60
2018 Q4	$4.48M	Sell	41,800 -663	-2%	-$70.5K	0.71%	62
2018 Q3	$4.33M	Buy	42,463 +5,663	+15%	+$560K	0.6%	75
2018 Q2	$3.42M	Sell	36,800 -1,257	-3%	-$117K	0.51%	98
2018 Q1	$3.77M	Sell	38,057 -2,019	-5%	-$209K	0.56%	85
2017 Q4	$4.55M	Sell	40,076 -393	-1%	-$43.2K	0.69%	56
2017 Q3	$4.42M	Sell	40,469 -469	-1%	-$50K	0.67%	67
2017 Q2	$4.4M	Sell	40,938 -547	-1%	-$60.4K	0.67%	67
2017 Q1	$4.53M	Sell	41,485 -3,290	-7%	-$353K	0.76%	58
2016 Q4	$4.63M	Sell	44,775 -1,350	-3%	-$133K	0.79%	55
2016 Q3	$4.41M	Sell	46,125 -211	-0.5%	-$22.3K	0.82%	48
2016 Q2	$5.26M	Sell	46,336 -443	-0.9%	-$41.5K	1.03%	22
2016 Q1	$4.31M	Buy	46,779 +86	+0.2%	+$7.67K	0.88%	41
2015 Q4	$4.17M	Sell	46,693 -1,349	-3%	-$121K	0.92%	35
2015 Q3	$4.41M	Buy	48,042 +115	+0.2%	+$10.5K	0.99%	29
2015 Q2	$4.26M	Buy	47,927 +3,125	+7%	+$295K	0.97%	29
2015 Q1	$4.52M	Buy	44,802 +7,912	+21%	+$826K	1.05%	26
2014 Q4	$3.83M	Sell	36,890 -291	-0.8%	-$28.3K	0.89%	40
2014 Q3	$3.55M	Buy	+37,181	New	+$3.44M	0.86%	40

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dean Investment Associates's HSY Position: Q1 2026 in Review

Dean Investment Associates increased its Hershey (HSY) stake by 80% in Q1 2026, buying an estimated $5.38M and bringing the position to 57,392 shares worth $11.9M. The position accounts for 1.68% of the portfolio, ranked #1.

Dean Investment Associates first reported a position in HSY in Q3 2014 and has held it in 47 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Dean Investment Associates held 57,392 shares of Hershey worth $11.9M as of Q1 2026.
Dean Investment Associates bought 25,528 Hershey shares in Q1 2026, an estimated $5.38M.
Hershey made up 1.68% of Dean Investment Associates's portfolio in Q1 2026, its #1 holding.
Dean Investment Associates first reported a position in Hershey in Q3 2014 and has held it in 47 quarters since.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.