Independence Bank of Kentucky’s Hershey HSY Stock Holding History

Independence Bank of Kentucky’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	$580K	Buy	3,303 +720	+28%	+$136K	0.07%	203
2026 Q1	$537K	Buy	2,583 +228	+10%	+$48.1K	0.07%	202
2025 Q4	$429K	Buy	2,355 +7	+0.3%	+$1.28K	0.05%	217
2025 Q3	$439K	Hold	2,348	–	–	0.06%	219
2025 Q2	$390K	Hold	2,348	–	–	0.06%	221
2025 Q1	$402K	Sell	2,348 -67	-3%	-$11K	0.06%	215
2024 Q4	$409K	Buy	2,415 +1,575	+188%	+$282K	0.06%	212
2024 Q3	$161K	Sell	840 -50	-6%	-$9.72K	0.03%	281
2024 Q2	$164K	Buy	890 +475	+114%	+$91.9K	0.04%	253
2024 Q1	$80.7K	Sell	415 -25	-6%	-$4.82K	0.02%	296
2023 Q4	$82K	Buy	440 +65	+17%	+$12.3K	0.03%	274
2023 Q3	$75K	Sell	375 -50	-12%	-$11.2K	0.03%	254
2023 Q2	$106K	Sell	425 -40	-9%	-$10.5K	0.04%	229
2023 Q1	$118K	Sell	465 -50	-10%	-$11.7K	0.05%	200
2022 Q4	$119K	Sell	515 -25	-5%	-$5.76K	0.05%	201
2022 Q3	$119K	Hold	540	–	–	0.06%	183
2022 Q2	$116K	Hold	540	–	–	0.05%	193
2022 Q1	$117K	Sell	540 -100	-16%	-$20.3K	0.05%	201
2021 Q4	$124K	Buy	640 +25	+4%	+$4.53K	0.05%	192
2021 Q3	$104K	Sell	615 -50	-8%	-$8.84K	0.05%	195
2021 Q2	$116K	Sell	665 -140	-17%	-$23.6K	0.05%	188
2021 Q1	$127K	Sell	805 -110	-12%	-$16.6K	0.06%	178
2020 Q4	$139K	Sell	915 -15	-2%	-$2.22K	0.07%	162
2020 Q3	$133K	Sell	930 -25	-3%	-$3.54K	0.08%	151
2020 Q2	$124K	Sell	955 -25	-3%	-$3.36K	0.08%	138
2020 Q1	$130K	Sell	980 -50	-5%	-$7.38K	0.1%	130
2019 Q4	$151K	Sell	1,030 -110	-10%	-$16.3K	0.1%	136
2019 Q3	$177K	Sell	1,140 -140	-11%	-$21.1K	0.13%	130
2019 Q2	$172K	Sell	1,280 -940	-42%	-$119K	0.13%	124
2019 Q1	$255K	Sell	2,220 -665	-23%	-$72.4K	0.21%	95
2018 Q4	$309K	Sell	2,885 -210	-7%	-$22.3K	0.28%	76
2018 Q3	$316K	Sell	3,095 -220	-7%	-$21.7K	0.25%	84
2018 Q2	$308K	Sell	3,315 -365	-10%	-$34K	0.26%	81
2018 Q1	$364K	Sell	3,680 -2,350	-39%	-$243K	0.31%	73
2017 Q4	$684K	Buy	+6,030	New	+$663K	0.58%	47

Other funds holding HSY

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Independence Bank of Kentucky's HSY Position: Q2 2026 in Review

Independence Bank of Kentucky increased its Hershey (HSY) stake by 28% in Q2 2026, buying an estimated $136K and bringing the position to 3,303 shares worth $580K. The position accounts for 0.07% of the portfolio, ranked #203.

Independence Bank of Kentucky first reported a position in HSY in Q4 2017 and has held it in 35 quarters since. The position peaked at $684K in Q4 2017. 742 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Independence Bank of Kentucky held 3,303 shares of Hershey worth $580K as of Q2 2026.
Independence Bank of Kentucky bought 720 Hershey shares in Q2 2026, an estimated $136K.
Hershey made up 0.07% of Independence Bank of Kentucky's portfolio in Q2 2026, its #203 holding.
Independence Bank of Kentucky first reported a position in Hershey in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's Hershey position peaked at $684K in Q4 2017.
742 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.