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Invested Advisors’s Hershey HSY Stock Holding History

Invested 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 		$520K Sell
2,965
-78
-3% -$14.7K 0.46% 58
2026
Q1 		$633K Buy
3,043
+18
+0.6% +$3.8K 0.64% 38
2025
Q4 		$550K Buy
+3,025
New +$553K 0.57% 44

Other funds holding HSY

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
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Invested Advisors's HSY Position: Q2 2026 in Review

Invested Advisors reduced its Hershey (HSY) stake by 2.6% in Q2 2026, selling an estimated $14.7K and leaving 2,965 shares worth $520K. The position accounts for 0.46% of the portfolio, ranked #58.

Invested Advisors first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $633K in Q1 2026. 711 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Invested Advisors held 2,965 shares of Hershey worth $520K as of Q2 2026.
  • Invested Advisors sold 78 Hershey shares in Q2 2026, an estimated $14.7K.
  • Hershey made up 0.46% of Invested Advisors's portfolio in Q2 2026, its #58 holding.
  • Invested Advisors first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Invested Advisors's Hershey position peaked at $633K in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.