Formidable Asset Management’s Hershey HSY Stock Holding History

Formidable Asset Management’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	$748K	Hold	3,596	–	–	0.12%	175
2026 Q1	$654K	Sell	3,596 -72	-2%	-$15.2K	0.1%	188
2025 Q4	$686K	Sell	3,668 -119	-3%	-$21.8K	0.1%	196
2025 Q3	$628K	Sell	3,787 -189	-5%	-$34.3K	0.1%	197
2025 Q2	$680K	Hold	3,976	–	–	0.11%	174
2025 Q1	$680K	Buy	3,976 +2	+0.1%	+$327	0.11%	181
2024 Q4	$673K	Sell	3,974 -376	-9%	-$67.4K	0.11%	180
2024 Q3	$834K	Hold	4,350	–	–	0.13%	149
2024 Q2	$800K	Buy	4,350 +343	+9%	+$66.4K	0.13%	155
2024 Q1	$779K	Hold	4,007	–	–	0.13%	165
2023 Q4	$747K	Hold	4,007	–	–	0.16%	124
2023 Q3	$802K	Hold	4,007	–	–	0.18%	113
2023 Q2	$1M	Hold	4,007	–	–	0.22%	82
2023 Q1	$1.03M	Hold	4,007	–	–	0.22%	83
2022 Q4	$928K	Sell	4,007 -9	-0.2%	-$2.08K	0.21%	91
2022 Q3	$940K	Hold	4,016	–	–	0.22%	85
2022 Q2	$864K	Hold	4,016	–	–	0.19%	101
2022 Q1	$870K	Hold	4,016	–	–	0.17%	110
2021 Q4	$781K	Sell	4,016 -12	-0.3%	-$2.17K	0.15%	127
2021 Q3	$682K	Hold	4,028	–	–	0.13%	157
2021 Q2	$721K	Hold	4,028	–	–	0.15%	134
2021 Q1	$639K	Hold	4,028	–	–	0.14%	140
2020 Q4	$609K	Hold	4,028	–	–	0.14%	132
2020 Q3	$576K	Sell	4,028 -100	-2%	-$14.2K	0.17%	116
2020 Q2	$543K	Buy	4,128 +311	+8%	+$41.8K	0.16%	125
2020 Q1	$506K	Hold	3,817	–	–	0.2%	103
2019 Q4	$580K	Buy	+3,817	New	+$566K	0.18%	111
2019 Q3	–	Sell	-3,339	Closed	-$507K	–	175
2019 Q2	$507K	Buy	+3,339	New	+$424K	0.17%	115
2017 Q4	–	Sell	-3,868	Closed	-$422K	–	148
2017 Q3	$422K	Sell	3,868 -150	-4%	-$16K	0.18%	120
2017 Q2	$431K	Sell	4,018 -570	-12%	-$62.9K	0.21%	97
2017 Q1	$491K	Sell	4,588 -210	-4%	-$22.5K	0.21%	110
2016 Q4	$496K	Sell	4,798 -381	-7%	-$37.6K	0.25%	101
2016 Q3	$495K	Buy	5,179 +46	+0.9%	+$4.87K	0.25%	99
2016 Q2	$560K	Buy	5,133 +403	+9%	+$37.7K	0.31%	92
2016 Q1	$432K	Sell	4,730 -220	-4%	-$19.6K	0.3%	82
2015 Q4	$434K	Buy	+4,950	New	+$444K	0.3%	78

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Formidable Asset Management's HSY Position: Q2 2026 in Review

Formidable Asset Management held its Hershey (HSY) position steady in Q2 2026 at 3,596 shares worth $748K. The position accounts for 0.12% of the portfolio, ranked #175.

Formidable Asset Management first reported a position in HSY in Q4 2015 and has held it in 36 quarters since. The position peaked at $1.03M in Q1 2023. 246 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Formidable Asset Management held 3,596 shares of Hershey worth $748K as of Q2 2026.
Formidable Asset Management left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.12% of Formidable Asset Management's portfolio in Q2 2026, its #175 holding.
Formidable Asset Management first reported a position in Hershey in Q4 2015 and has held it in 36 quarters since.
Formidable Asset Management's Hershey position peaked at $1.03M in Q1 2023.
246 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.