IFG
HSY icon

Independent Financial Group’s Hershey HSY Stock Holding History

Independent Financial Group’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 		$229K Buy
1,450
+150
+12% +$26.4K ﹤0.01% 1428
2026
Q2 		$228K Sell
1,300
-317
-20% -$59.8K ﹤0.01% 1403
2026
Q1 		$336K Buy
1,617
+230
+17% +$48.5K 0.01% 1107
2025
Q4 		$252K Sell
1,387
-89
-6% -$16.3K 0.01% 1235
2025
Q3 		$276K Sell
1,476
-183
-11% -$33.3K 0.01% 1129
2025
Q2 		$275K Buy
+1,659
New +$273K 0.01% 1073
2024
Q4 		– Sell
-1,212
Closed -$233K – 1197
2024
Q3 		$233K Sell
1,212
-1,474
-55% -$287K 0.01% 980
2024
Q2 		$494K Buy
2,686
+1,206
+81% +$233K 0.02% 612
2024
Q1 		$288K Buy
+1,480
New +$285K 0.01% 803

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Independent Financial Group's HSY Position: Q3 2026 in Review

Independent Financial Group increased its Hershey (HSY) stake by 12% in Q3 2026, buying an estimated $26.4K and bringing the position to 1,450 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Independent Financial Group first reported a position in HSY in Q1 2024 and has held it in 9 quarters since. The position peaked at $494K in Q2 2024. 70 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Independent Financial Group held 1,450 shares of Hershey worth $229K as of Q3 2026.
  • Independent Financial Group bought 150 Hershey shares in Q3 2026, an estimated $26.4K.
  • Hershey made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1428 holding.
  • Independent Financial Group first reported a position in Hershey in Q1 2024 and has held it in 9 quarters since.
  • Independent Financial Group's Hershey position peaked at $494K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.