Harvey Investment Company’s Hershey HSY Stock Holding History

Harvey Investment Company’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	$645K	Hold	3,674	–	–	0.07%	77
2026 Q1	$764K	Hold	3,674	–	–	0.08%	69
2025 Q4	$669K	Hold	3,674	–	–	0.07%	73
2025 Q3	$687K	Hold	3,674	–	–	0.07%	75
2025 Q2	$610K	Hold	3,674	–	–	0.07%	77
2025 Q1	$628K	Hold	3,674	–	–	0.07%	72
2024 Q4	$622K	Hold	3,674	–	–	0.07%	74
2024 Q3	$705K	Sell	3,674 -600	-14%	-$117K	0.08%	70
2024 Q2	$786K	Hold	4,274	–	–	0.09%	69
2024 Q1	$831K	Hold	4,274	–	–	0.09%	69
2023 Q4	$797K	Sell	4,274 -33	-0.8%	-$6.25K	0.1%	68
2023 Q3	$862K	Hold	4,307	–	–	0.11%	65
2023 Q2	$1.07M	Hold	4,307	–	–	0.14%	61
2023 Q1	$1.1M	Hold	4,307	–	–	0.14%	61
2022 Q4	$997K	Hold	4,307	–	–	0.13%	62
2022 Q3	$950K	Hold	4,307	–	–	0.14%	61
2022 Q2	$927K	Hold	4,307	–	–	0.13%	62
2022 Q1	$933K	Hold	4,307	–	–	0.11%	64
2021 Q4	$833K	Hold	4,307	–	–	0.1%	66
2021 Q3	$729K	Hold	4,307	–	–	0.09%	66
2021 Q2	$750K	Hold	4,307	–	–	0.1%	66
2021 Q1	$681K	Sell	4,307 -600	-12%	-$90.4K	0.1%	67
2020 Q4	$747K	Buy	4,907 +600	+14%	+$88.8K	0.11%	64
2020 Q3	$617K	Hold	4,307	–	–	0.1%	66
2020 Q2	$558K	Hold	4,307	–	–	0.09%	70
2020 Q1	$571K	Hold	4,307	–	–	0.11%	65
2019 Q4	$633K	Hold	4,307	–	–	0.1%	65
2019 Q3	$668K	Hold	4,307	–	–	0.11%	64
2019 Q2	$577K	Hold	4,307	–	–	0.1%	63
2019 Q1	$495K	Hold	4,307	–	–	0.09%	64
2018 Q4	$462K	Hold	4,307	–	–	0.09%	64
2018 Q3	$439K	Hold	4,307	–	–	0.08%	67
2018 Q2	$401K	Hold	4,307	–	–	0.07%	68
2018 Q1	$426K	Hold	4,307	–	–	0.08%	67
2017 Q4	$489K	Hold	4,307	–	–	0.09%	65
2017 Q3	$470K	Hold	4,307	–	–	0.09%	65
2017 Q2	$462K	Hold	4,307	–	–	0.09%	66
2017 Q1	$471K	Sell	4,307 -52	-1%	-$5.58K	0.1%	66
2016 Q4	$451K	Hold	4,359	–	–	0.1%	67
2016 Q3	$417K	Hold	4,359	–	–	0.09%	68
2016 Q2	$495K	Hold	4,359	–	–	0.11%	67
2016 Q1	$401K	Hold	4,359	–	–	0.09%	67
2015 Q4	$389K	Hold	4,359	–	–	0.09%	67
2015 Q3	$401K	Hold	4,359	–	–	0.1%	68
2015 Q2	$387K	Hold	4,359	–	–	0.09%	70
2015 Q1	$440K	Sell	4,359 -650	-13%	-$67.8K	0.1%	67
2014 Q4	$521K	Hold	5,009	–	–	0.12%	66
2014 Q3	$478K	Hold	5,009	–	–	0.12%	66
2014 Q2	$488K	Hold	5,009	–	–	0.12%	67
2014 Q1	$523K	Hold	5,009	–	–	0.13%	64
2013 Q4	$487K	Hold	5,009	–	–	0.13%	66
2013 Q3	$463K	Hold	5,009	–	–	0.13%	66
2013 Q2	$447K	Buy	+5,009	New	+$443K	0.13%	65

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Harvey Investment Company's HSY Position: Q2 2026 in Review

Harvey Investment Company held its Hershey (HSY) position steady in Q2 2026 at 3,674 shares worth $645K. The position accounts for 0.07% of the portfolio, ranked #77.

Harvey Investment Company first reported a position in HSY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.1M in Q1 2023. 438 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Harvey Investment Company held 3,674 shares of Hershey worth $645K as of Q2 2026.
Harvey Investment Company left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.07% of Harvey Investment Company's portfolio in Q2 2026, its #77 holding.
Harvey Investment Company first reported a position in Hershey in Q2 2013 and has held it in 53 quarters since.
Harvey Investment Company's Hershey position peaked at $1.1M in Q1 2023.
438 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.