Herold Advisors
HSY icon

Herold Advisors’s Hershey HSY Stock Holding History

Herold 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
Q3 		$651K Hold
4,130
– – 0.13% 158
2026
Q2 		$728K Sell
4,130
-127
-3% -$23.9K 0.14% 148
2026
Q1 		$885K Sell
4,257
-264
-6% -$55.7K 0.19% 115
2025
Q4 		$823K Sell
4,521
-1,291
-22% -$236K 0.18% 123
2025
Q3 		$1.09M Sell
5,812
-1,125
-16% -$204K 0.25% 102
2025
Q2 		$1.15M Buy
6,937
+350
+5% +$57.7K 0.24% 108
2025
Q1 		$1.13M Sell
6,587
-1,124
-15% -$184K 0.25% 107
2024
Q4 		$1.31M Buy
7,711
+232
+3% +$41.6K 0.28% 95
2024
Q3 		$1.43M Sell
7,479
-1,609
-18% -$313K 0.31% 85
2024
Q2 		$1.67M Buy
9,088
+1,013
+13% +$196K 0.39% 68
2024
Q1 		$1.57M Buy
8,075
+1,223
+18% +$236K 0.38% 72
2023
Q4 		$1.28M Buy
6,852
+1,950
+40% +$369K 0.35% 82
2023
Q3 		$981K Buy
4,902
+449
+10% +$101K 0.3% 101
2023
Q2 		$1.11M Buy
4,453
+437
+11% +$115K 0.34% 87
2023
Q1 		$1.02M Buy
4,016
+1,577
+65% +$370K 0.35% 85
2022
Q4 		$565K Buy
2,439
+300
+14% +$69.2K 0.24% 105
2022
Q3 		$471K Hold
2,139
– – 0.23% 109
2022
Q2 		$460K Buy
2,139
+334
+19% +$72.8K 0.21% 120
2022
Q1 		$391K Buy
+1,805
New +$367K 0.14% 142
2021
Q4 		– Sell
-590
Closed -$99K – 380
2021
Q3 		$99K Buy
+590
New +$104K 0.04% 279

Other funds holding HSY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Herold Advisors's HSY Position: Q3 2026 in Review

Herold Advisors held its Hershey (HSY) position steady in Q3 2026 at 4,130 shares worth $651K. The position accounts for 0.13% of the portfolio, ranked #158.

Herold Advisors first reported a position in HSY in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.67M in Q2 2024. 311 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Herold Advisors held 4,130 shares of Hershey worth $651K as of Q3 2026.
  • Herold Advisors left its Hershey share count unchanged in Q3 2026.
  • Hershey made up 0.13% of Herold Advisors's portfolio in Q3 2026, its #158 holding.
  • Herold Advisors first reported a position in Hershey in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Hershey position peaked at $1.67M in Q2 2024.
  • 311 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.