Diversified Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,223
| Closed | -$254K | – | 1158 |
|
|
2026
Q1 | $254K | Buy |
+1,223
| New | +$258K | ﹤0.01% | 897 |
|
|
2025
Q1 | – | Sell |
-1,181
| Closed | -$200K | – | 975 |
|
|
2024
Q4 | $200K | Buy |
+1,181
| New | +$212K | ﹤0.01% | 853 |
|
|
2024
Q3 | – | Sell |
-5,451
| Closed | -$1M | – | 934 |
|
|
2024
Q2 | $1M | Sell |
5,451
-2,387
| -30% | -$462K | 0.03% | 327 |
|
|
2024
Q1 | $1.52M | Buy |
7,838
+6,025
| +332% | +$1.16M | 0.05% | 237 |
|
|
2023
Q4 | $338K | Sell |
1,813
-292
| -14% | -$55.3K | 0.01% | 617 |
|
|
2023
Q3 | $421K | Sell |
2,105
-2,332
| -53% | -$522K | 0.02% | 520 |
|
|
2023
Q2 | $1.11M | Buy |
4,437
+181
| +4% | +$47.5K | 0.04% | 249 |
|
|
2023
Q1 | $1.08M | Buy |
4,256
+1,017
| +31% | +$239K | 0.04% | 239 |
|
|
2022
Q4 | $750K | Buy |
3,239
+564
| +21% | +$130K | 0.03% | 315 |
|
|
2022
Q3 | $590K | Sell |
2,675
-1,225
| -31% | -$275K | 0.03% | 333 |
|
|
2022
Q2 | $839K | Buy |
3,900
+1,185
| +44% | +$258K | 0.04% | 257 |
|
|
2022
Q1 | $588K | Sell |
2,715
-3,138
| -54% | -$637K | 0.02% | 397 |
|
|
2021
Q4 | $1.13M | Buy |
5,853
+996
| +21% | +$180K | 0.04% | 232 |
|
|
2021
Q3 | $822K | Sell |
4,857
-5,183
| -52% | -$916K | 0.03% | 265 |
|
|
2021
Q2 | $1.75M | Buy |
10,040
+3,213
| +47% | +$541K | 0.06% | 152 |
|
|
2021
Q1 | $1.08M | Buy |
6,827
+129
| +2% | +$19.4K | 0.04% | 203 |
|
|
2020
Q4 | $1.02M | Sell |
6,698
-204
| -3% | -$30.2K | 0.04% | 200 |
|
|
2020
Q3 | $989K | Buy |
6,902
+1,830
| +36% | +$260K | 0.05% | 185 |
|
|
2020
Q2 | $657K | Buy |
+5,072
| New | +$682K | 0.03% | 219 |
|
|
2019
Q4 | – | Sell |
-2,132
| Closed | -$330K | – | 461 |
|
|
2019
Q3 | $330K | Hold |
2,132
| – | – | 0.02% | 255 |
|
|
2019
Q2 | $286K | Sell |
2,132
-9
| -0.4% | -$1.14K | 0.01% | 287 |
|
|
2019
Q1 | $245K | Hold |
2,141
| – | – | 0.01% | 305 |
|
|
2018
Q4 | $230K | Hold |
2,141
| – | – | 0.01% | 299 |
|
|
2018
Q3 | $218K | Buy |
+2,141
| New | +$212K | 0.01% | 298 |
|
|
2018
Q2 | – | Sell |
-2,418
| Closed | -$239K | – | 328 |
|
|
2018
Q1 | $239K | Buy |
2,418
+17
| +0.7% | +$1.76K | 0.02% | 261 |
|
|
2017
Q4 | $273K | Hold |
2,401
| – | – | 0.02% | 239 |
|
|
2017
Q3 | $263K | Hold |
2,401
| – | – | 0.02% | 237 |
|
|
2017
Q2 | $258K | Buy |
2,401
+260
| +12% | +$28.7K | 0.02% | 247 |
|
|
2017
Q1 | $234K | Hold |
2,141
| – | – | 0.02% | 240 |
|
|
2016
Q4 | $222K | Buy |
+2,141
| New | +$211K | 0.02% | 228 |
|
Other funds holding HSY
CIM
DLA
SI
AT
FVWA
Diversified Trust's HSY Position: Q2 2026 in Review
Diversified Trust sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,223 shares — an estimated $254K sold.
Diversified Trust first reported a position in HSY in Q4 2016 and held it in 30 quarters. The position peaked at $1.75M in Q2 2021. 317 funds tracked by Wall St. Rank hold HSY as of Q2 2026.
- Diversified Trust reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
- Diversified Trust sold 1,223 Hershey shares in Q2 2026, an estimated $254K.
- Diversified Trust first reported a position in Hershey in Q4 2016 and held it in 30 quarters.
- Diversified Trust's Hershey position peaked at $1.75M in Q2 2021.
- 317 funds tracked by Wall St. Rank held Hershey as of Q2 2026.
Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.