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Kingswood Wealth Advisors’s Hershey HSY Stock Holding History

Kingswood Wealth 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 		– Sell
-1,079
Closed -$224K – 1024
2026
Q1 		$224K Buy
+1,079
New +$228K 0.01% 838
2024
Q4 		– Sell
-1,376
Closed -$265K – 846
2024
Q3 		$265K Buy
+1,376
New +$267K 0.02% 609
2024
Q2 		– Sell
-1,423
Closed -$277K – 691
2024
Q1 		$277K Sell
1,423
-596
-30% -$115K 0.03% 504
2023
Q4 		$376K Buy
+2,019
New +$383K 0.04% 409

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

Kingswood Wealth Advisors's HSY Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,079 shares — an estimated $224K sold.

Kingswood Wealth Advisors first reported a position in HSY in Q4 2023 and held it in 4 quarters. The position peaked at $376K in Q4 2023. 436 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,079 Hershey shares in Q2 2026, an estimated $224K.
  • Kingswood Wealth Advisors first reported a position in Hershey in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Hershey position peaked at $376K in Q4 2023.
  • 436 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.