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Invariant Investment Management’s Hershey HSY Stock Holding History

Invariant Investment Management’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 		$260K Buy
1,465
+10
+0.7% +$1.89K 0.15% 60
2026
Q1 		$307K Sell
1,455
-42
-3% -$8.86K 0.19% 57
2025
Q4 		$283K Buy
+1,497
New +$274K 0.18% 61

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invariant Investment Management's HSY Position: Q2 2026 in Review

Invariant Investment Management increased its Hershey (HSY) stake by 0.69% in Q2 2026, buying an estimated $1.89K and bringing the position to 1,465 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #60.

Invariant Investment Management first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $307K in Q1 2026. 939 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Invariant Investment Management held 1,465 shares of Hershey worth $260K as of Q2 2026.
  • Invariant Investment Management bought 10 Hershey shares in Q2 2026, an estimated $1.89K.
  • Hershey made up 0.15% of Invariant Investment Management's portfolio in Q2 2026, its #60 holding.
  • Invariant Investment Management first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Invariant Investment Management's Hershey position peaked at $307K in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.