Heartland Advisors’s Hershey HSY Stock Holding History

Heartland Advisors’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 Q1	$18.5M	Sell	88,864 -8,314	-9%	-$1.75M	0.94%	23
2025 Q4	$17.7M	Sell	97,178 -10,006	-9%	-$1.83M	0.95%	18
2025 Q3	$20M	Sell	107,184 -10,625	-9%	-$1.93M	1.06%	16
2025 Q2	$19.6M	Buy	117,809 +58,524	+99%	+$9.65M	1.09%	17
2025 Q1	$10.1M	Sell	59,285 -18,621	-24%	-$3.05M	0.58%	66
2024 Q4	$13.2M	Sell	77,906 -23,848	-23%	-$4.28M	0.72%	48
2024 Q3	$19.5M	Buy	101,754 +17,222	+20%	+$3.35M	1.02%	22
2024 Q2	$15.5M	Sell	84,532 -18,419	-18%	-$3.56M	0.87%	38
2024 Q1	$20M	Buy	+102,951	New	+$19.9M	1.05%	17

Other funds holding HSY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return