FP
HSY icon

Financial Perspectives’s Hershey HSY Stock Holding History

Financial Perspectives’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 		$4.45K Hold
25
– – ﹤0.01% 618
2026
Q1 		$5.28K Hold
25
– – ﹤0.01% 585
2025
Q4 		$4.62K Hold
25
– – ﹤0.01% 594
2025
Q3 		$4.75K Hold
25
– – ﹤0.01% 588
2025
Q2 		$4.21K Hold
25
– – ﹤0.01% 589
2025
Q1 		$4.34K Hold
25
– – ﹤0.01% 579
2024
Q4 		$4.26K Buy
+25
New +$4.48K ﹤0.01% 584
2021
Q2 		– Sell
-19,296
Closed -$122K – 657
2021
Q1 		$122K Buy
19,296
+19,174
+15,716% +$2.89M 0.01% 457
2020
Q4 		$18.6K Buy
+122
New +$18.1K 0.01% 344

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

Financial Perspectives's HSY Position: Q2 2026 in Review

Financial Perspectives held its Hershey (HSY) position steady in Q2 2026 at 25 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Financial Perspectives first reported a position in HSY in Q4 2020 and has held it in 9 quarters since. The position peaked at $122K in Q1 2021. 414 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Financial Perspectives held 25 shares of Hershey worth $4.45K as of Q2 2026.
  • Financial Perspectives left its Hershey share count unchanged in Q2 2026.
  • Hershey made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #618 holding.
  • Financial Perspectives first reported a position in Hershey in Q4 2020 and has held it in 9 quarters since.
  • Financial Perspectives's Hershey position peaked at $122K in Q1 2021.
  • 414 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.