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 Q3	$4K	Hold	25	–	–	﹤0.01%	625
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	-122	Closed	-$19.3K	–	657
2021 Q1	$19.3K	Hold	122	–	–	0.01%	368
2020 Q4	$18.6K	Buy	+122	New	+$18.1K	0.01%	344

Other funds holding HSY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Financial Perspectives's HSY Position: Q3 2026 in Review

Financial Perspectives held its Hershey (HSY) position steady in Q3 2026 at 25 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Financial Perspectives first reported a position in HSY in Q4 2020 and has held it in 10 quarters since. The position peaked at $19.3K in Q1 2021. 799 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Financial Perspectives held 25 shares of Hershey worth $4K as of Q3 2026.
Financial Perspectives left its Hershey share count unchanged in Q3 2026.
Hershey made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #625 holding.
Financial Perspectives first reported a position in Hershey in Q4 2020 and has held it in 10 quarters since.
Financial Perspectives's Hershey position peaked at $19.3K in Q1 2021.
799 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.