EFS
HSY icon

Econ Financial Services’s Hershey HSY Stock Holding History

Econ Financial Services’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 		$6.13M Buy
34,966
+15,002
+75% +$2.83M 2.87% 7
2026
Q1 		$4.15M Sell
19,964
-1,512
-7% -$319K 1.93% 18
2025
Q4 		$3.91M Buy
21,476
+774
+4% +$141K 1.96% 16
2025
Q3 		$3.87M Buy
20,702
+2,864
+16% +$520K 1.93% 11
2025
Q2 		$2.96M Buy
17,838
+15,719
+742% +$2.59M 1.52% 15
2025
Q1 		$362K Hold
2,119
– – 0.19% 74
2024
Q4 		$359K Buy
2,119
+519
+32% +$93.1K 0.21% 79
2024
Q3 		$307K Sell
1,600
-5,218
-77% -$1.01M 0.17% 63
2024
Q2 		$1.25M Buy
6,818
+140
+2% +$27.1K 0.78% 40
2024
Q1 		$1.3M Buy
6,678
+5,007
+300% +$966K 0.81% 39
2023
Q4 		$311K Buy
1,671
+6
+0.4% +$1.14K 0.22% 65
2023
Q3 		$333K Buy
1,665
+756
+83% +$169K 0.24% 67
2023
Q2 		$227K Buy
909
+45
+5% +$11.8K 0.16% 82
2023
Q1 		$220K Hold
864
– – 0.17% 79
2022
Q4 		$200K Buy
+864
New +$199K 0.2% 55
2022
Q2 		– Sell
-864
Closed -$187K – 110
2022
Q1 		$187K Buy
864
+50
+6% +$10.2K 0.14% 65
2021
Q4 		$157K Buy
+814
New +$147K 0.12% 81
2019
Q2 		$333K Sell
2,483
-1,917
-44% -$244K 0.46% 47
2019
Q1 		$505K Buy
4,400
+419
+11% +$45.6K 0.75% 30
2018
Q4 		$427K Buy
+3,981
New +$423K 0.65% 46

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Econ Financial Services's HSY Position: Q2 2026 in Review

Econ Financial Services increased its Hershey (HSY) stake by 75% in Q2 2026, buying an estimated $2.83M and bringing the position to 34,966 shares worth $6.13M. The position accounts for 2.87% of the portfolio, ranked #7.

Econ Financial Services first reported a position in HSY in Q4 2018 and has held it in 20 quarters since. 422 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Econ Financial Services held 34,966 shares of Hershey worth $6.13M as of Q2 2026.
  • Econ Financial Services bought 15,002 Hershey shares in Q2 2026, an estimated $2.83M.
  • Hershey made up 2.87% of Econ Financial Services's portfolio in Q2 2026, its #7 holding.
  • Econ Financial Services first reported a position in Hershey in Q4 2018 and has held it in 20 quarters since.
  • 422 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.