Key Financial Inc’s Hershey HSY Stock Holding History

Key Financial Inc’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	$687K	Hold	4,362	–	–	0.11%	148
2026 Q2	$765K	Hold	4,362	–	–	0.13%	141
2026 Q1	$907K	Hold	4,362	–	–	0.16%	118
2025 Q4	$794K	Hold	4,362	–	–	0.14%	127
2025 Q3	$824K	Hold	4,362	–	–	0.15%	124
2025 Q2	$724K	Hold	4,362	–	–	0.15%	125
2025 Q1	$746K	Hold	4,362	–	–	0.16%	116
2024 Q4	$739K	Hold	4,362	–	–	0.17%	112
2024 Q3	$837K	Hold	4,362	–	–	0.18%	101
2024 Q2	$802K	Buy	4,362 +4	+0.1%	+$774	0.19%	95
2024 Q1	$848K	Hold	4,358	–	–	0.22%	85
2023 Q4	$813K	Hold	4,358	–	–	0.22%	85
2023 Q3	$872K	Hold	4,358	–	–	0.29%	70
2023 Q2	$1.09M	Hold	4,358	–	–	0.36%	55
2023 Q1	$1.11M	Hold	4,358	–	–	0.4%	48
2022 Q4	$961K	Hold	4,358	–	–	0.45%	43
2022 Q3	$961K	Buy	4,358 +3,750	+617%	+$840K	0.45%	43
2022 Q2	$134K	Sell	608 -106	-15%	-$23.1K	0.07%	204
2022 Q1	$155K	Buy	714 +106	+17%	+$21.5K	0.08%	196
2021 Q4	$118K	Hold	608	–	–	0.06%	208
2021 Q3	$103K	Hold	608	–	–	0.06%	220
2021 Q2	$109K	Hold	608	–	–	0.06%	219
2021 Q1	$96K	Hold	608	–	–	0.06%	198
2020 Q4	$93K	Buy	+608	New	+$90K	0.07%	186
2020 Q2	–	Sell	-608	Closed	-$84K	–	325
2020 Q1	$84K	Buy	+608	New	+$89.7K	0.09%	175

Other funds holding HSY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Key Financial Inc's HSY Position: Q3 2026 in Review

Key Financial Inc held its Hershey (HSY) position steady in Q3 2026 at 4,362 shares worth $687K. The position accounts for 0.11% of the portfolio, ranked #148.

Key Financial Inc first reported a position in HSY in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.11M in Q1 2023. 818 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Key Financial Inc held 4,362 shares of Hershey worth $687K as of Q3 2026.
Key Financial Inc left its Hershey share count unchanged in Q3 2026.
Hershey made up 0.11% of Key Financial Inc's portfolio in Q3 2026, its #148 holding.
Key Financial Inc first reported a position in Hershey in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's Hershey position peaked at $1.11M in Q1 2023.
818 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.