Diversified Enterprises
HSY icon

Diversified Enterprises’s Hershey HSY Stock Holding History

Diversified Enterprises’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 		$1.16M Buy
7,338
+754
+11% +$133K 0.05% 151
2026
Q2 		$1.16M Buy
6,584
+2
+0% +$377 0.06% 145
2026
Q1 		$1.37M Buy
6,582
+5,450
+481% +$1.15M 0.07% 122
2025
Q4 		$206K Buy
+1,132
New +$207K 0.01% 378
2025
Q2 		– Sell
-1,187
Closed -$203K – 320
2025
Q1 		$203K Buy
+1,187
New +$194K 0.02% 295

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

Diversified Enterprises's HSY Position: Q3 2026 in Review

Diversified Enterprises increased its Hershey (HSY) stake by 11% in Q3 2026, buying an estimated $133K and bringing the position to 7,338 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #151.

Diversified Enterprises first reported a position in HSY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q1 2026. 518 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Diversified Enterprises held 7,338 shares of Hershey worth $1.16M as of Q3 2026.
  • Diversified Enterprises bought 754 Hershey shares in Q3 2026, an estimated $133K.
  • Hershey made up 0.05% of Diversified Enterprises's portfolio in Q3 2026, its #151 holding.
  • Diversified Enterprises first reported a position in Hershey in Q1 2025 and has held it in 5 quarters since.
  • Diversified Enterprises's Hershey position peaked at $1.37M in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.