Diligent Investors’s Hershey HSY Stock Holding History

Diligent Investors’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	$622K	Hold	3,545	–	–	0.14%	188
2026 Q1	$737K	Sell	3,545 -50	-1%	-$10.5K	0.18%	149
2025 Q4	$654K	Hold	3,595	–	–	0.16%	160
2025 Q3	$672K	Sell	3,595 -50	-1%	-$9.09K	0.17%	152
2025 Q2	$605K	Hold	3,645	–	–	0.14%	169
2025 Q1	$623K	Sell	3,645 -2	-0.1%	-$327	0.15%	168
2024 Q4	$618K	Sell	3,647 -200	-5%	-$35.9K	0.14%	175
2024 Q3	$738K	Hold	3,847	–	–	0.17%	158
2024 Q2	$707K	Buy	3,847 +150	+4%	+$29K	0.18%	148
2024 Q1	$719K	Buy	3,697 +2	+0.1%	+$386	0.18%	148
2023 Q4	$689K	Sell	3,695 -82	-2%	-$15.5K	0.19%	140
2023 Q3	$756K	Hold	3,777	–	–	0.23%	112
2023 Q2	$943K	Hold	3,777	–	–	0.28%	86
2023 Q1	$961K	Hold	3,777	–	–	0.3%	85
2022 Q4	$875K	Sell	3,777 -100	-3%	-$23.1K	0.29%	85
2022 Q3	$855K	Hold	3,877	–	–	0.31%	79
2022 Q2	$834K	Hold	3,877	–	–	0.29%	85
2022 Q1	$840K	Sell	3,877 -100	-3%	-$20.3K	0.24%	97
2021 Q4	$769K	Sell	3,977 -200	-5%	-$36.2K	0.22%	104
2021 Q3	$728K	Hold	4,177	–	–	0.25%	97
2021 Q2	$728K	Hold	4,177	–	–	0.25%	97
2021 Q1	$661K	Hold	4,177	–	–	0.24%	101
2020 Q4	$636K	Sell	4,177 -25	-0.6%	-$3.7K	0.26%	94
2020 Q3	$602K	Sell	4,202 -100	-2%	-$14.2K	0.27%	84
2020 Q2	$558K	Sell	4,302 -200	-4%	-$26.9K	0.27%	86
2020 Q1	$597K	Sell	4,502 -200	-4%	-$29.5K	0.36%	71
2019 Q4	$691K	Sell	4,702 -250	-5%	-$37.1K	0.31%	81
2019 Q3	$768K	Sell	4,952 -968	-16%	-$146K	0.38%	76
2019 Q2	$793K	Hold	5,920	–	–	0.39%	71
2019 Q1	$680K	Hold	5,920	–	–	0.39%	76
2018 Q4	$635K	Hold	5,920	–	–	0.42%	73
2018 Q3	$604K	Hold	5,920	–	–	0.33%	80
2018 Q2	$551K	Hold	5,920	–	–	0.34%	86
2018 Q1	$586K	Sell	5,920 -100	-2%	-$10.3K	0.35%	80
2017 Q4	$683K	Hold	6,020	–	–	0.44%	68
2017 Q3	$657K	Hold	6,020	–	–	0.48%	57
2017 Q2	$646K	Sell	6,020 -200	-3%	-$22.1K	0.46%	59
2017 Q1	$680K	Sell	6,220 -100	-2%	-$10.7K	0.52%	54
2016 Q4	$652K	Sell	6,320 -100	-2%	-$9.88K	0.52%	50
2016 Q3	$617K	Sell	6,420 -250	-4%	-$26.4K	0.5%	52
2016 Q2	$757K	Sell	6,670 -100	-1%	-$9.36K	0.72%	41
2016 Q1	$623K	Sell	6,770 -100	-1%	-$8.92K	0.68%	44
2015 Q4	$613K	Sell	6,870 -30	-0.4%	-$2.69K	0.69%	41
2015 Q3	$658K	Hold	6,900	–	–	0.71%	42
2015 Q2	$637K	Hold	6,900	–	–	0.67%	45
2015 Q1	$646K	Sell	6,900 -50	-0.7%	-$5.22K	0.66%	46
2014 Q4	$733K	Buy	+6,950	New	+$677K	0.75%	39

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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Diligent Investors's HSY Position: Q2 2026 in Review

Diligent Investors held its Hershey (HSY) position steady in Q2 2026 at 3,545 shares worth $622K. The position accounts for 0.14% of the portfolio, ranked #188.

Diligent Investors first reported a position in HSY in Q4 2014 and has held it in 47 quarters since. The position peaked at $961K in Q1 2023. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Diligent Investors held 3,545 shares of Hershey worth $622K as of Q2 2026.
Diligent Investors left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.14% of Diligent Investors's portfolio in Q2 2026, its #188 holding.
Diligent Investors first reported a position in Hershey in Q4 2014 and has held it in 47 quarters since.
Diligent Investors's Hershey position peaked at $961K in Q1 2023.
431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.