HM Payson & Co’s Hershey HSY Stock Holding History

HM Payson & Co’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	$695K	Hold	3,963	–	–	0.01%	265
2026 Q1	$824K	Hold	3,963	–	–	0.01%	245
2025 Q4	$721K	Sell	3,963 -100	-2%	-$18.3K	0.01%	257
2025 Q3	$760K	Buy	4,063 +631	+18%	+$115K	0.01%	244
2025 Q2	$570K	Hold	3,432	–	–	0.01%	273
2025 Q1	$587K	Sell	3,432 -255	-7%	-$41.7K	0.01%	264
2024 Q4	$624K	Sell	3,687 -3	-0.1%	-$538	0.01%	261
2024 Q3	$708K	Buy	3,690 +3	+0.1%	+$583	0.01%	252
2024 Q2	$678K	Hold	3,687	–	–	0.01%	244
2024 Q1	$717K	Hold	3,687	–	–	0.01%	239
2023 Q4	$687K	Hold	3,687	–	–	0.01%	241
2023 Q3	$738K	Buy	3,687 +400	+12%	+$89.5K	0.02%	227
2023 Q2	$821K	Buy	3,287 +195	+6%	+$51.1K	0.02%	212
2023 Q1	$787K	Sell	3,092 -53	-2%	-$12.5K	0.02%	212
2022 Q4	$728K	Buy	3,145 +45	+1%	+$10.4K	0.02%	214
2022 Q3	$683K	Hold	3,100	–	–	0.02%	214
2022 Q2	$667K	Sell	3,100 -25	-0.8%	-$5.45K	0.02%	225
2022 Q1	$677K	Hold	3,125	–	–	0.02%	240
2021 Q4	$605K	Sell	3,125 -160	-5%	-$29K	0.01%	260
2021 Q3	$556K	Sell	3,285 -64	-2%	-$11.3K	0.01%	264
2021 Q2	$583K	Sell	3,349 -274	-8%	-$46.1K	0.01%	256
2021 Q1	$573K	Buy	3,623 +42	+1%	+$6.33K	0.02%	260
2020 Q4	$545K	Buy	3,581 +80	+2%	+$11.8K	0.02%	259
2020 Q3	$502K	Sell	3,501 -250	-7%	-$35.5K	0.02%	250
2020 Q2	$486K	Hold	3,751	–	–	0.02%	234
2020 Q1	$497K	Hold	3,751	–	–	0.02%	214
2019 Q4	$551K	Hold	3,751	–	–	0.02%	253
2019 Q3	$581K	Hold	3,751	–	–	0.02%	246
2019 Q2	$503K	Buy	+3,751	New	+$477K	0.02%	270
2018 Q4	–	Sell	-3,473	Closed	-$354K	–	232
2018 Q3	$354K	Sell	3,473 -300	-8%	-$29.7K	0.02%	254
2018 Q2	$351K	Sell	3,773 -458	-11%	-$42.7K	0.02%	253
2018 Q1	$419K	Sell	4,231 -100	-2%	-$10.3K	0.02%	240
2017 Q4	$491K	Buy	4,331 +298	+7%	+$32.8K	0.02%	242
2017 Q3	$440K	Sell	4,033 -298	-7%	-$31.7K	0.02%	239
2017 Q2	$465K	Sell	4,331 -6	-0.1%	-$662	0.02%	240
2017 Q1	$474K	Buy	4,337 +6	+0.1%	+$643	0.02%	231
2016 Q4	$448K	Sell	4,331 -11	-0.3%	-$1.09K	0.02%	229
2016 Q3	$415K	Hold	4,342	–	–	0.02%	231
2016 Q2	$492K	Sell	4,342 -108	-2%	-$10.1K	0.02%	218
2016 Q1	$410K	Sell	4,450 -92	-2%	-$8.21K	0.02%	223
2015 Q4	$406K	Sell	4,542 -323	-7%	-$29K	0.02%	232
2015 Q3	$447K	Hold	4,865	–	–	0.02%	214
2015 Q2	$432K	Hold	4,865	–	–	0.02%	224
2015 Q1	$491K	Hold	4,865	–	–	0.02%	218
2014 Q4	$505K	Buy	4,865 +243	+5%	+$23.7K	0.03%	223
2014 Q3	$441K	Buy	4,622 +100	+2%	+$9.26K	0.02%	226
2014 Q2	$440K	Hold	4,522	–	–	0.02%	224
2014 Q1	$472K	Buy	4,522 +781	+21%	+$79.9K	0.03%	218
2013 Q4	$363K	Buy	3,741 +361	+11%	+$34.7K	0.02%	228
2013 Q3	$313K	Hold	3,380	–	–	0.02%	242
2013 Q2	$302K	Buy	+3,380	New	+$299K	0.02%	236

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

HM Payson & Co's HSY Position: Q2 2026 in Review

HM Payson & Co held its Hershey (HSY) position steady in Q2 2026 at 3,963 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #265.

HM Payson & Co first reported a position in HSY in Q2 2013 and has held it in 51 quarters since. The position peaked at $824K in Q1 2026. 433 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

HM Payson & Co held 3,963 shares of Hershey worth $695K as of Q2 2026.
HM Payson & Co left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #265 holding.
HM Payson & Co first reported a position in Hershey in Q2 2013 and has held it in 51 quarters since.
HM Payson & Co's Hershey position peaked at $824K in Q1 2026.
433 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.