Enhancing Capital
HSY icon

Enhancing Capital’s Hershey HSY Stock Holding History

Enhancing Capital’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 		– Sell
-1,911
Closed -$335K – 91
2026
Q2 		$335K Buy
1,911
+239
+14% +$45.1K 0.23% 73
2026
Q1 		$348K Hold
1,672
– – 0.26% 69
2025
Q4 		$304K Buy
1,672
+25
+2% +$4.57K 0.22% 77
2025
Q3 		$308K Sell
1,647
-863
-34% -$157K 0.23% 75
2025
Q2 		$417K Sell
2,510
-4
-0.2% -$659 0.32% 72
2025
Q1 		$430K Buy
2,514
+168
+7% +$27.5K 0.34% 71
2024
Q4 		$397K Buy
+2,346
New +$421K 0.32% 72

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
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Enhancing Capital's HSY Position: Q3 2026 in Review

Enhancing Capital sold out of Hershey (HSY) in Q3 2026, closing a stake of 1,911 shares — an estimated $335K sold.

Enhancing Capital first reported a position in HSY in Q4 2024 and held it in 7 quarters. The position peaked at $430K in Q1 2025. 486 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Enhancing Capital reported no remaining Hershey position as of Q3 2026 after selling out during the quarter.
  • Enhancing Capital sold 1,911 Hershey shares in Q3 2026, an estimated $335K.
  • Enhancing Capital first reported a position in Hershey in Q4 2024 and held it in 7 quarters.
  • Enhancing Capital's Hershey position peaked at $430K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Enhancing Capital's 13F filing for Q3 2026, filed 26 Oct 2026.