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Iowa State Bank’s Hershey HSY Stock Holding History

Iowa State Bank’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 		– Sell
-1,203
Closed -$211K – 120
2026
Q2 		$211K Hold
1,203
– – 0.04% 114
2026
Q1 		$250K Sell
1,203
-75
-6% -$15.8K 0.05% 110
2025
Q4 		$233K Sell
1,278
-293
-19% -$53.6K 0.04% 115
2025
Q3 		$294K Hold
1,571
– – 0.06% 106
2025
Q2 		$261K Sell
1,571
-45
-3% -$7.42K 0.05% 115
2025
Q1 		$276K Sell
1,616
-151
-9% -$24.7K 0.06% 111
2024
Q4 		$299K Sell
1,767
-97
-5% -$17.4K 0.06% 96
2024
Q3 		$357K Hold
1,864
– – 0.07% 97
2024
Q2 		$343K Sell
1,864
-97
-5% -$18.8K 0.08% 95
2024
Q1 		$381K Sell
1,961
-92
-4% -$17.7K 0.08% 93
2023
Q4 		$383K Sell
2,053
-92
-4% -$17.4K 0.09% 92
2023
Q3 		$429K Sell
2,145
-92
-4% -$20.6K 0.11% 91
2023
Q2 		$559K Hold
2,237
– – 0.14% 86
2023
Q1 		$569K Sell
2,237
-92
-4% -$21.6K 0.14% 84
2022
Q4 		$539K Hold
2,329
– – 0.14% 86
2022
Q3 		$513K Sell
2,329
-97
-4% -$21.7K 0.15% 78
2022
Q2 		$522K Sell
2,426
-92
-4% -$20.1K 0.14% 85
2022
Q1 		$545K Hold
2,518
– – 0.13% 88
2021
Q4 		$487K Hold
2,518
– – 0.11% 95
2021
Q3 		$426K Sell
2,518
-100
-4% -$17.7K 0.12% 98
2021
Q2 		$456K Sell
2,618
-135
-5% -$22.7K 0.13% 98
2021
Q1 		$435K Sell
2,753
-50
-2% -$7.53K 0.13% 96
2020
Q4 		$427K Hold
2,803
– – 0.14% 89
2020
Q3 		$402K Sell
2,803
-55
-2% -$7.8K 0.16% 86
2020
Q2 		$370K Sell
2,858
-55
-2% -$7.39K 0.16% 84
2020
Q1 		$386K Sell
2,913
-145
-5% -$21.4K 0.18% 89
2019
Q4 		$449K Sell
3,058
-55
-2% -$8.15K 0.16% 97
2019
Q3 		$482K Sell
3,113
-50
-2% -$7.55K 0.18% 90
2019
Q2 		$424K Sell
3,163
-55
-2% -$6.99K 0.19% 81
2019
Q1 		$370K Sell
3,218
-55
-2% -$5.99K 0.17% 81
2018
Q4 		$351K Buy
3,273
+90
+3% +$9.57K 0.18% 79
2018
Q3 		$325K Hold
3,183
– – 0.14% 87
2018
Q2 		$296K Hold
3,183
– – 0.14% 86
2018
Q1 		$315K Sell
3,183
-45
-1% -$4.65K 0.15% 85
2017
Q4 		$366K Sell
3,228
-170
-5% -$18.7K 0.16% 79
2017
Q3 		$371K Hold
3,398
– – 0.17% 76
2017
Q2 		$365K Hold
3,398
– – 0.17% 75
2017
Q1 		$371K Hold
3,398
– – 0.18% 68
2016
Q4 		$351K Sell
3,398
-132
-4% -$13K 0.18% 70
2016
Q3 		$337K Sell
3,530
-100
-3% -$10.6K 0.18% 70
2016
Q2 		$412K Hold
3,630
– – 0.22% 64
2016
Q1 		$334K Hold
3,630
– – 0.19% 69
2015
Q4 		$324K Buy
3,630
+100
+3% +$8.97K 0.19% 67
2015
Q3 		$324K Hold
3,530
– – 0.22% 65
2015
Q2 		$314K Hold
3,530
– – 0.2% 64
2015
Q1 		$356K Hold
3,530
– – 0.23% 60
2014
Q4 		$367K Hold
3,530
– – 0.23% 57
2014
Q3 		$337K Hold
3,530
– – 0.23% 57
2014
Q2 		$344K Hold
3,530
– – 0.23% 57
2014
Q1 		$369K Hold
3,530
– – 0.26% 58
2013
Q4 		$343K Hold
3,530
– – 0.25% 60
2013
Q3 		$327K Hold
3,530
– – 0.26% 60
2013
Q2 		$315K Buy
+3,530
New +$312K 0.26% 61

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
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
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Iowa State Bank's HSY Position: Q3 2026 in Review

Iowa State Bank sold out of Hershey (HSY) in Q3 2026, closing a stake of 1,203 shares — an estimated $211K sold.

Iowa State Bank first reported a position in HSY in Q2 2013 and held it in 53 quarters. The position peaked at $569K in Q1 2023. 51 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Iowa State Bank reported no remaining Hershey position as of Q3 2026 after selling out during the quarter.
  • Iowa State Bank sold 1,203 Hershey shares in Q3 2026, an estimated $211K.
  • Iowa State Bank first reported a position in Hershey in Q2 2013 and held it in 53 quarters.
  • Iowa State Bank's Hershey position peaked at $569K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.