Econ Financial Services
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
Q3 		$6.59M Buy
41,832
+6,866
+20% +$1.21M 2.76% 5
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

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

Econ Financial Services's HSY Position: Q3 2026 in Review

Econ Financial Services increased its Hershey (HSY) stake by 20% in Q3 2026, buying an estimated $1.21M and bringing the position to 41,832 shares worth $6.59M. The position accounts for 2.76% of the portfolio, ranked #5.

Econ Financial Services first reported a position in HSY in Q4 2018 and has held it in 21 quarters since. 518 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Econ Financial Services held 41,832 shares of Hershey worth $6.59M as of Q3 2026.
  • Econ Financial Services bought 6,866 Hershey shares in Q3 2026, an estimated $1.21M.
  • Hershey made up 2.76% of Econ Financial Services's portfolio in Q3 2026, its #5 holding.
  • Econ Financial Services first reported a position in Hershey in Q4 2018 and has held it in 21 quarters since.
  • 518 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.