J.W. Burns & Co’s Hershey HSY Stock Holding History

J.W. Burns & Co’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	$879K	Sell	5,010 -680	-12%	-$128K	0.09%	107
2026 Q1	$1.18M	Buy	5,690 +177	+3%	+$37.3K	0.14%	95
2025 Q4	$1M	Hold	5,513	–	–	0.11%	98
2025 Q3	$1.03M	Sell	5,513 -95	-2%	-$17.3K	0.12%	101
2025 Q2	$931K	Sell	5,608 -570	-9%	-$94K	0.11%	104
2025 Q1	$1.06M	Sell	6,178 -647	-9%	-$106K	0.14%	95
2024 Q4	$1.16M	Sell	6,825 -530	-7%	-$95K	0.15%	91
2024 Q3	$1.41M	Buy	7,355 +58	+0.8%	+$11.3K	0.18%	83
2024 Q2	$1.34M	Buy	7,297 +155	+2%	+$30K	0.18%	84
2024 Q1	$1.39M	Hold	7,142	–	–	0.19%	82
2023 Q4	$1.33M	Hold	7,142	–	–	0.2%	83
2023 Q3	$1.43M	Sell	7,142 -390	-5%	-$87.3K	0.23%	77
2023 Q2	$1.88M	Hold	7,532	–	–	0.3%	64
2023 Q1	$1.92M	Hold	7,532	–	–	0.33%	60
2022 Q4	$1.74M	Hold	7,532	–	–	0.32%	63
2022 Q3	$1.66M	Sell	7,532 -50	-0.7%	-$11.2K	0.33%	62
2022 Q2	$1.63M	Hold	7,582	–	–	0.31%	65
2022 Q1	$1.64M	Sell	7,582 -1,140	-13%	-$232K	0.26%	71
2021 Q4	$1.69M	Sell	8,722 -200	-2%	-$36.2K	0.24%	74
2021 Q3	$1.51M	Hold	8,922	–	–	0.24%	76
2021 Q2	$1.55M	Hold	8,922	–	–	0.24%	77
2021 Q1	$1.41M	Hold	8,922	–	–	0.24%	78
2020 Q4	$1.36M	Hold	8,922	–	–	0.24%	77
2020 Q3	$1.28M	Hold	8,922	–	–	0.26%	76
2020 Q2	$1.16M	Buy	8,922 +275	+3%	+$37K	0.26%	77
2020 Q1	$1.15M	Sell	8,647 -250	-3%	-$36.9K	0.31%	73
2019 Q4	$1.31M	Sell	8,897 -52	-0.6%	-$7.71K	0.28%	78
2019 Q3	$1.39M	Sell	8,949 -300	-3%	-$45.3K	0.32%	77
2019 Q2	$1.24M	Hold	9,249	–	–	0.29%	80
2019 Q1	$1.06M	Sell	9,249 -150	-2%	-$16.3K	0.26%	84
2018 Q4	$1.01M	Hold	9,399	–	–	0.28%	83
2018 Q3	$959K	Buy	9,399 +20	+0.2%	+$1.98K	0.23%	95
2018 Q2	$873K	Sell	9,379 -216	-2%	-$20.1K	0.22%	93
2018 Q1	$950K	Sell	9,595 -300	-3%	-$31K	0.24%	92
2017 Q4	$1.12M	Hold	9,895	–	–	0.28%	84
2017 Q3	$1.08M	Sell	9,895 -100	-1%	-$10.7K	0.29%	86
2017 Q2	$1.07M	Hold	9,995	–	–	0.29%	83
2017 Q1	$1.09M	Sell	9,995 -255	-2%	-$27.3K	0.3%	81
2016 Q4	$1.06M	Sell	10,250 -95	-0.9%	-$9.38K	0.31%	80
2016 Q3	$989K	Sell	10,345 -13,234	-56%	-$1.4M	0.3%	82
2016 Q2	$2.68M	Sell	23,579 -2,785	-11%	-$261K	0.82%	41
2016 Q1	$2.43M	Sell	26,364 -1,066	-4%	-$95.1K	0.77%	44
2015 Q4	$2.45M	Sell	27,430 -1,012	-4%	-$90.8K	0.78%	43
2015 Q3	$2.61M	Buy	28,442 +1,276	+5%	+$116K	0.89%	36
2015 Q2	$2.41M	Buy	27,166 +1,310	+5%	+$124K	0.79%	46
2015 Q1	$2.61M	Buy	25,856 +365	+1%	+$38.1K	0.86%	42
2014 Q4	$2.65M	Buy	25,491 +3,580	+16%	+$349K	0.87%	43
2014 Q3	$2.09M	Buy	21,911 +5,300	+32%	+$491K	0.71%	48
2014 Q2	$1.62M	Buy	16,611 +75	+0.5%	+$7.36K	0.54%	56
2014 Q1	$1.73M	Sell	16,536 -175	-1%	-$17.9K	0.61%	53
2013 Q4	$1.63M	Buy	16,711 +910	+6%	+$87.5K	0.56%	55
2013 Q3	$1.46M	Hold	15,801	–	–	0.56%	55
2013 Q2	$1.41M	Buy	+15,801	New	+$1.4M	0.58%	51

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

J.W. Burns & Co's HSY Position: Q2 2026 in Review

J.W. Burns & Co reduced its Hershey (HSY) stake by 12% in Q2 2026, selling an estimated $128K and leaving 5,010 shares worth $879K. The position accounts for 0.09% of the portfolio, ranked #107.

J.W. Burns & Co first reported a position in HSY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.68M in Q2 2016. 414 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

J.W. Burns & Co held 5,010 shares of Hershey worth $879K as of Q2 2026.
J.W. Burns & Co sold 680 Hershey shares in Q2 2026, an estimated $128K.
Hershey made up 0.09% of J.W. Burns & Co's portfolio in Q2 2026, its #107 holding.
J.W. Burns & Co first reported a position in Hershey in Q2 2013 and has held it in 53 quarters since.
J.W. Burns & Co's Hershey position peaked at $2.68M in Q2 2016.
414 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.