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IFP Advisors’s Hershey HSY Stock Holding History

IFP 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
Q2 		$293K Buy
1,672
+163
+11% +$30.7K 0.01% 1299
2026
Q1 		$314K Sell
1,509
-4,075
-73% -$859K 0.01% 1163
2025
Q4 		$1.02M Buy
5,584
+4,333
+346% +$792K 0.02% 654
2025
Q3 		$234K Sell
1,251
-5,737
-82% -$1.04M 0.01% 1209
2025
Q2 		$1.27M Sell
6,988
-1,606
-19% -$265K 0.04% 501
2025
Q1 		$1.47M Sell
8,594
-4,398
-34% -$720K 0.05% 447
2024
Q4 		$2.2M Buy
12,992
+6,021
+86% +$1.08M 0.07% 319
2024
Q3 		$1.34M Buy
6,971
+6,285
+916% +$1.22M 0.05% 401
2024
Q2 		$126K Sell
686
-484
-41% -$93.6K 0.01% 1262
2024
Q1 		$228K Buy
1,170
+26
+2% +$5.01K 0.01% 940
2023
Q4 		$213K Buy
1,144
+18
+2% +$3.41K 0.01% 921
2023
Q3 		$225K Buy
1,126
+81
+8% +$18.1K 0.01% 914
2023
Q2 		$261K Buy
1,045
+18
+2% +$4.72K 0.01% 893
2023
Q1 		$92.5K Sell
1,027
-1,756
-63% -$413K ﹤0.01% 1290
2022
Q4 		$261K Sell
2,783
-3,631
-57% -$837K 0.01% 1212
2022
Q3 		$644K Buy
6,414
+912
+17% +$204K 0.02% 806
2022
Q2 		$559K Hold
5,502
– – 0.02% 797
2022
Q1 		$559K Buy
5,502
+4,886
+793% +$992K 0.02% 797
2021
Q4 		$122K Buy
616
+8
+1% +$1.45K ﹤0.01% 1176
2021
Q3 		$103K Buy
608
+2
+0.3% +$353 ﹤0.01% 1287
2021
Q2 		$105K Buy
606
+198
+49% +$33.3K ﹤0.01% 1216
2021
Q1 		$64K Hold
408
– – ﹤0.01% 1350
2020
Q4 		$61K Sell
408
-57
-12% -$8.43K ﹤0.01% 1355
2020
Q3 		$66K Buy
465
+88
+23% +$12.5K ﹤0.01% 1180
2020
Q2 		$48K Buy
377
+85
+29% +$11.4K ﹤0.01% 1233
2020
Q1 		$37K Sell
292
-14
-5% -$2.06K ﹤0.01% 1249
2019
Q4 		$42K Sell
306
-1,868
-86% -$277K ﹤0.01% 1328
2019
Q3 		$332K Buy
+2,174
New +$328K 0.02% 594
2019
Q1 		$102K Sell
894
-2,787
-76% -$303K 0.01% 681
2018
Q4 		$391K Sell
3,681
-967
-21% -$103K 0.02% 628
2018
Q3 		$474K Buy
4,648
+1,349
+41% +$133K 0.02% 684
2018
Q2 		$307K Sell
3,299
-617
-16% -$57.5K 0.01% 868
2018
Q1 		$445K Hold
3,916
– – 0.02% 668
2017
Q4 		$445K Sell
3,916
-715
-15% -$78.7K 0.02% 667
2017
Q3 		$506K Sell
4,631
-80
-2% -$8.52K 0.02% 690
2017
Q2 		$506K Sell
4,711
-24
-0.5% -$2.65K 0.02% 676
2017
Q1 		$517K Buy
4,735
+1,512
+47% +$162K 0.02% 665
2016
Q4 		$333K Buy
3,223
+1,119
+53% +$110K 0.02% 809
2016
Q3 		$201K Sell
2,104
-385
-15% -$40.7K 0.01% 1007
2016
Q2 		$283K Buy
2,489
+1,595
+178% +$149K 0.02% 815
2016
Q1 		$102K Sell
894
-1,415
-61% -$126K 0.01% 681
2015
Q4 		$206K Buy
+2,309
New +$207K 0.01% 827

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFP Advisors's HSY Position: Q2 2026 in Review

IFP Advisors increased its Hershey (HSY) stake by 11% in Q2 2026, buying an estimated $30.7K and bringing the position to 1,672 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1299.

IFP Advisors first reported a position in HSY in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.2M in Q4 2024. 407 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • IFP Advisors held 1,672 shares of Hershey worth $293K as of Q2 2026.
  • IFP Advisors bought 163 Hershey shares in Q2 2026, an estimated $30.7K.
  • Hershey made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1299 holding.
  • IFP Advisors first reported a position in Hershey in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Hershey position peaked at $2.2M in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.