Isthmus Partners’s Hershey HSY Stock Holding History

Isthmus Partners’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	$10.6M	Buy	60,614 +1,313	+2%	+$248K	1.03%	40
2026 Q1	$12.3M	Sell	59,301 -13,080	-18%	-$2.76M	1.29%	32
2025 Q4	$13.2M	Sell	72,381 -156	-0.2%	-$28.5K	1.46%	25
2025 Q3	$13.6M	Sell	72,537 -303	-0.4%	-$55.1K	3.01%	10
2025 Q2	$12.1M	Buy	72,840 +632	+0.9%	+$104K	1.41%	33
2025 Q1	$12.3M	Buy	72,208 +2,977	+4%	+$487K	1.55%	27
2024 Q4	$11.7M	Sell	69,231 -354	-0.5%	-$63.5K	1.43%	33
2024 Q3	$13.3M	Buy	69,585 +301	+0.4%	+$58.5K	1.59%	27
2024 Q2	$12.7M	Buy	+69,284	New	+$13.4M	1.5%	21
2021 Q3	–	Sell	-252	Closed	-$44K	–	202
2021 Q2	$44K	Buy	+252	New	+$42.4K	0.01%	202
2018 Q4	–	Sell	-252	Closed	-$26K	–	203
2018 Q3	$26K	Hold	252	–	–	0.01%	213
2018 Q2	$23K	Hold	252	–	–	0.01%	210
2018 Q1	$25K	Hold	252	–	–	0.01%	201
2017 Q4	$29K	Hold	252	–	–	0.01%	199
2017 Q3	$28K	Hold	252	–	–	0.01%	200
2017 Q2	$27K	Hold	252	–	–	0.01%	210
2017 Q1	$28K	Hold	252	–	–	0.01%	209
2016 Q4	$26K	Hold	252	–	–	0.01%	209
2016 Q3	$24K	Hold	252	–	–	0.01%	208
2016 Q2	$29K	Hold	252	–	–	0.01%	189
2016 Q1	$23K	Sell	252 -24	-9%	-$2.14K	0.01%	194
2015 Q4	$25K	Hold	276	–	–	0.01%	205
2015 Q3	$25K	Hold	276	–	–	0.01%	212
2015 Q2	$25K	Hold	276	–	–	0.01%	209
2015 Q1	$28K	Hold	276	–	–	0.01%	201
2014 Q4	$29K	Buy	+276	New	+$26.9K	0.01%	206

Other funds holding HSY

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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Isthmus Partners's HSY Position: Q2 2026 in Review

Isthmus Partners increased its Hershey (HSY) stake by 2.2% in Q2 2026, buying an estimated $248K and bringing the position to 60,614 shares worth $10.6M. The position accounts for 1.03% of the portfolio, ranked #40.

Isthmus Partners first reported a position in HSY in Q4 2014 and has held it in 26 quarters since. The position peaked at $13.6M in Q3 2025. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Isthmus Partners held 60,614 shares of Hershey worth $10.6M as of Q2 2026.
Isthmus Partners bought 1,313 Hershey shares in Q2 2026, an estimated $248K.
Hershey made up 1.03% of Isthmus Partners's portfolio in Q2 2026, its #40 holding.
Isthmus Partners first reported a position in Hershey in Q4 2014 and has held it in 26 quarters since.
Isthmus Partners's Hershey position peaked at $13.6M in Q3 2025.
386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.