Hazlett, Burt & Watson
HSY icon

Hazlett, Burt & Watson’s Hershey HSY Stock Holding History

Hazlett, Burt & Watson’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 		$1.8M Buy
11,421
+6
+0.1% +$1.06K 0.47% 49
2026
Q2 		$2.01M Buy
11,415
+281
+3% +$53K 0.53% 46
2026
Q1 		$2.31M Sell
11,134
-302
-3% -$63.7K 0.72% 31
2025
Q4 		$2.08M Buy
11,436
+87
+0.8% +$15.9K 0.66% 36
2025
Q3 		$2.12M Hold
11,349
– – 0.75% 29
2025
Q2 		$1.88M Sell
11,349
-130
-1% -$21.4K 0.77% 31
2025
Q1 		$1.96M Buy
11,479
+125
+1% +$20.5K 0.88% 23
2024
Q4 		$1.92M Buy
11,354
+39
+0.3% +$6.99K 0.85% 22
2024
Q3 		$2.17M Buy
11,315
+1,917
+20% +$373K 1% 20
2024
Q2 		$1.72M Buy
9,398
+3,160
+51% +$611K 0.89% 24
2024
Q1 		$1.22M Buy
6,238
+980
+19% +$189K 0.73% 24
2023
Q4 		$980K Hold
5,258
– – 0.66% 26
2023
Q3 		$1.05M Buy
5,258
+55
+1% +$12.3K 0.78% 21
2023
Q2 		$1.3M Sell
5,203
-75
-1% -$19.7K 0.97% 19
2023
Q1 		$1.34M Sell
5,278
-176
-3% -$41.3K 1.1% 19
2022
Q4 		$1.26M Buy
5,454
+18
+0.3% +$4.15K 1.11% 17
2022
Q3 		$1.2M Buy
5,436
+275
+5% +$61.6K 1.16% 16
2022
Q2 		$1.11M Sell
5,161
-49
-0.9% -$10.7K 1.02% 18
2022
Q1 		$1.13M Buy
+5,210
New +$1.06M 0.89% 19

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Hazlett, Burt & Watson's HSY Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its Hershey (HSY) stake by 0.05% in Q3 2026, buying an estimated $1.06K and bringing the position to 11,421 shares worth $1.8M. The position accounts for 0.47% of the portfolio, ranked #49.

Hazlett, Burt & Watson first reported a position in HSY in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.31M in Q1 2026. 799 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Hazlett, Burt & Watson held 11,421 shares of Hershey worth $1.8M as of Q3 2026.
  • Hazlett, Burt & Watson bought 6 Hershey shares in Q3 2026, an estimated $1.06K.
  • Hershey made up 0.47% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #49 holding.
  • Hazlett, Burt & Watson first reported a position in Hershey in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's Hershey position peaked at $2.31M in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.