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Jones Kertz & Associates’s Hershey HSY Stock Holding History

Jones Kertz & Associates’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 		$1.02M Sell
5,806
-780
-12% -$147K 0.47% 48
2026
Q1 		$1.37M Sell
6,586
-25
-0.4% -$5.27K 0.73% 42
2025
Q4 		$1.2M Buy
+6,611
New +$1.21M 0.62% 43

Other funds holding HSY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Jones Kertz & Associates's HSY Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Hershey (HSY) stake by 12% in Q2 2026, selling an estimated $147K and leaving 5,806 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #48.

Jones Kertz & Associates first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q1 2026. 749 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Jones Kertz & Associates held 5,806 shares of Hershey worth $1.02M as of Q2 2026.
  • Jones Kertz & Associates sold 780 Hershey shares in Q2 2026, an estimated $147K.
  • Hershey made up 0.47% of Jones Kertz & Associates's portfolio in Q2 2026, its #48 holding.
  • Jones Kertz & Associates first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Hershey position peaked at $1.37M in Q1 2026.
  • 749 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.