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GoalVest Advisory’s Hershey HSY Stock Holding History

GoalVest Advisory’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 		– Sell
-18
Closed -$3.74K – 530
2026
Q1 		$3.74K Sell
18
-16
-47% -$3.37K ﹤0.01% 409
2025
Q4 		$6.19K Buy
+34
New +$6.22K ﹤0.01% 455
2025
Q2 		– Sell
-300
Closed -$51.3K – 438
2025
Q1 		$51.3K Hold
300
– – 0.01% 182
2024
Q4 		$50.8K Hold
300
– – 0.01% 186
2024
Q3 		$57.5K Hold
300
– – 0.02% 177
2024
Q2 		$55.1K Hold
300
– – 0.02% 168
2024
Q1 		$58.4K Buy
+300
New +$57.9K 0.02% 180
2023
Q4 		– Sell
-12
Closed -$2.4K – 424
2023
Q3 		$2.4K Buy
+12
New +$2.69K ﹤0.01% 409

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

GoalVest Advisory's HSY Position: Q2 2026 in Review

GoalVest Advisory sold out of Hershey (HSY) in Q2 2026, closing a stake of 18 shares — an estimated $3.74K sold.

GoalVest Advisory first reported a position in HSY in Q3 2023 and held it in 8 quarters. The position peaked at $58.4K in Q1 2024. 414 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • GoalVest Advisory reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 18 Hershey shares in Q2 2026, an estimated $3.74K.
  • GoalVest Advisory first reported a position in Hershey in Q3 2023 and held it in 8 quarters.
  • GoalVest Advisory's Hershey position peaked at $58.4K in Q1 2024.
  • 414 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.