Dillon & Associates
HSY icon

Dillon & Associates’s Hershey HSY Stock Holding History

Dillon & 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
Q3 		$332K Sell
2,104
-17
-0.8% -$3K 0.04% 65
2026
Q2 		$371K Sell
2,121
-7
-0.3% -$1.32K 0.05% 64
2026
Q1 		$443K Sell
2,128
-330
-13% -$69.6K 0.06% 56
2025
Q4 		$447K Sell
2,458
-25
-1% -$4.57K 0.06% 59
2025
Q3 		$464K Sell
2,483
-60
-2% -$10.9K 0.06% 58
2025
Q2 		$422K Sell
2,543
-292
-10% -$48.1K 0.06% 60
2025
Q1 		$485K Sell
2,835
-797
-22% -$130K 0.07% 60
2024
Q4 		$614K Sell
3,632
-201
-5% -$36K 0.09% 60
2024
Q3 		$736K Sell
3,833
-153
-4% -$29.7K 0.1% 57
2024
Q2 		$733K Buy
3,986
+88
+2% +$17K 0.11% 60
2024
Q1 		$756K Buy
3,898
+441
+13% +$85.1K 0.12% 59
2023
Q4 		$643K Buy
3,457
+872
+34% +$165K 0.12% 59
2023
Q3 		$517K Buy
2,585
+1,093
+73% +$245K 0.1% 61
2023
Q2 		$373K Hold
1,492
– – 0.07% 66
2023
Q1 		$379K Buy
1,492
+442
+42% +$104K 0.08% 66
2022
Q4 		$244K Buy
1,050
+10
+1% +$2.31K 0.05% 71
2022
Q3 		$229K Buy
1,040
+25
+2% +$5.6K 0.05% 67
2022
Q2 		$218K Hold
1,015
– – 0.05% 71
2022
Q1 		$220K Buy
+1,015
New +$206K 0.04% 74

Other funds holding HSY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Dillon & Associates's HSY Position: Q3 2026 in Review

Dillon & Associates reduced its Hershey (HSY) stake by 0.8% in Q3 2026, selling an estimated $3K and leaving 2,104 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #65.

Dillon & Associates first reported a position in HSY in Q1 2022 and has held it in 19 quarters since. The position peaked at $756K in Q1 2024. 518 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Dillon & Associates held 2,104 shares of Hershey worth $332K as of Q3 2026.
  • Dillon & Associates sold 17 Hershey shares in Q3 2026, an estimated $3K.
  • Hershey made up 0.04% of Dillon & Associates's portfolio in Q3 2026, its #65 holding.
  • Dillon & Associates first reported a position in Hershey in Q1 2022 and has held it in 19 quarters since.
  • Dillon & Associates's Hershey position peaked at $756K in Q1 2024.
  • 518 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Dillon & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.