Kestra Advisory Services
HSY icon

Kestra Advisory Services’s Hershey HSY Stock Holding History

Kestra Advisory Services’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 		$4.72M Buy
29,922
+5,263
+21% +$927K 0.01% 937
2026
Q2 		$4.33M Sell
24,659
-1,929
-7% -$364K 0.01% 922
2026
Q1 		$5.53M Sell
26,588
-3,745
-12% -$790K 0.02% 743
2025
Q4 		$5.52M Sell
30,333
-545
-2% -$100K 0.02% 678
2025
Q3 		$5.78M Buy
30,878
+10,565
+52% +$1.92M 0.03% 613
2025
Q2 		$3.37M Buy
20,313
+1,833
+10% +$302K 0.02% 816
2025
Q1 		$3.16M Buy
18,480
+2
+0% +$327 0.02% 778
2024
Q4 		$3.13M Sell
18,478
-3,166
-15% -$568K 0.02% 783
2024
Q3 		$4.15M Sell
21,644
-2,127
-9% -$413K 0.02% 651
2024
Q2 		$4.32M Buy
23,771
+5,920
+33% +$1.15M 0.02% 639
2024
Q1 		$3.47M Sell
17,851
-2,800
-14% -$540K 0.02% 652
2023
Q4 		$3.85M Buy
20,651
+2,335
+13% +$442K 0.03% 540
2023
Q3 		$3.66M Buy
18,316
+6,203
+51% +$1.39M 0.04% 480
2023
Q2 		$3.02M Buy
12,113
+3,093
+34% +$811K 0.03% 542
2023
Q1 		$2.29M Sell
9,020
-3,438
-28% -$808K 0.02% 601
2022
Q4 		$2.88M Buy
12,458
+2,913
+31% +$672K 0.03% 613
2022
Q3 		$2.1M Sell
9,545
-622
-6% -$139K 0.02% 650
2022
Q2 		$2.19M Buy
10,167
+4,950
+95% +$1.08M 0.02% 641
2022
Q1 		$1.13M Buy
5,217
+1,068
+26% +$217K 0.01% 903
2021
Q4 		$803K Sell
4,149
-719
-15% -$130K 0.01% 1075
2021
Q3 		$824K Buy
4,868
+973
+25% +$172K 0.01% 1118
2021
Q2 		$678K Buy
3,895
+706
+22% +$119K 0.01% 1124
2021
Q1 		$504K Sell
3,189
-500
-14% -$75.3K 0.01% 1188
2020
Q4 		$555K Buy
3,689
+3,654
+10,440% +$541K 0.01% 1153
2020
Q3 		$372K Buy
+35
New +$4.96K 0.01% 1006

Other funds holding HSY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Kestra Advisory Services's HSY Position: Q3 2026 in Review

Kestra Advisory Services increased its Hershey (HSY) stake by 21% in Q3 2026, buying an estimated $927K and bringing the position to 29,922 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #937.

Kestra Advisory Services first reported a position in HSY in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.78M in Q3 2025. 699 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Kestra Advisory Services held 29,922 shares of Hershey worth $4.72M as of Q3 2026.
  • Kestra Advisory Services bought 5,263 Hershey shares in Q3 2026, an estimated $927K.
  • Hershey made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #937 holding.
  • Kestra Advisory Services first reported a position in Hershey in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Hershey position peaked at $5.78M in Q3 2025.
  • 699 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.