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J.W. Cole Advisors’s Hershey HSY Stock Holding History

J.W. Cole 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 		$2.53M Buy
+14,446
New +$2.72M 0.04% 423
2026
Q1 		– Sell
-13,952
Closed -$2.46M – 1065
2025
Q4 		$2.46M Buy
13,952
+564
+4% +$103K 0.06% 319
2025
Q3 		$2.5M Buy
13,388
+302
+2% +$54.9K 0.05% 376
2025
Q2 		$2.17M Buy
13,086
+389
+3% +$64.1K 0.05% 392
2025
Q1 		$2.17M Buy
12,697
+10,207
+410% +$1.67M 0.07% 295
2024
Q4 		$422K Sell
2,490
-845
-25% -$152K 0.02% 664
2024
Q3 		$640K Sell
3,335
-4,229
-56% -$822K 0.03% 518
2024
Q2 		$1.39M Buy
7,564
+5,044
+200% +$976K 0.07% 287
2024
Q1 		$490K Sell
2,520
-192
-7% -$37K 0.02% 536
2023
Q4 		$506K Buy
2,712
+485
+22% +$91.9K 0.03% 486
2023
Q3 		$446K Buy
2,227
+16
+0.7% +$3.58K 0.03% 443
2023
Q2 		$552K Sell
2,211
-517
-19% -$136K 0.04% 400
2023
Q1 		$694K Sell
2,728
-16
-0.6% -$3.76K 0.05% 368
2022
Q4 		$636K Sell
2,744
-205
-7% -$47.3K 0.05% 354
2022
Q3 		$650K Buy
2,949
+107
+4% +$24K 0.05% 340
2022
Q2 		$611K Buy
2,842
+191
+7% +$41.6K 0.05% 357
2022
Q1 		$574K Buy
2,651
+264
+11% +$53.6K 0.04% 413
2021
Q4 		$462K Sell
2,387
-6
-0.3% -$1.09K 0.03% 496
2021
Q3 		$405K Sell
2,393
-33
-1% -$5.83K 0.03% 291
2021
Q2 		$423K Buy
2,426
+313
+15% +$52.7K 0.03% 479
2021
Q1 		$334K Buy
+2,113
New +$318K 0.03% 485
2020
Q4 		– Sell
-6,147
Closed -$881K – 742
2020
Q3 		$881K Buy
+6,147
New +$872K 0.07% 278

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

J.W. Cole Advisors's HSY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Hershey (HSY) in Q2 2026: 14,446 shares worth $2.53M. The stake represents 0.04% of the portfolio and ranks #423 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in HSY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in HSY in Q3 2020 and has held it in 22 quarters since. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • J.W. Cole Advisors held 14,446 shares of Hershey worth $2.53M as of Q2 2026.
  • Hershey was a new J.W. Cole Advisors position in Q2 2026.
  • Hershey made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #423 holding.
  • J.W. Cole Advisors first reported a position in Hershey in Q3 2020 and has held it in 22 quarters since.
  • 386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.