Klein Pavlis & Peasley Financial’s Hershey HSY Stock Holding History

Klein Pavlis & Peasley Financial’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	$1.15M	Buy	6,582 +273	+4%	+$51.5K	0.6%	55
2026 Q1	$1.31M	Buy	6,309 +145	+2%	+$30.6K	0.73%	46
2025 Q4	$1.12M	Sell	6,164 -20	-0.3%	-$3.66K	0.66%	49
2025 Q3	$1.16M	Sell	6,184 -4,400	-42%	-$800K	0.71%	41
2025 Q2	$1.76M	Buy	10,584 +3,336	+46%	+$550K	1.17%	30
2025 Q1	$1.23M	Buy	7,248 +66	+0.9%	+$10.8K	0.89%	38
2024 Q4	$1.22M	Buy	7,182 +104	+1%	+$18.6K	0.98%	34
2024 Q3	$1.36M	Sell	7,078 -60	-0.8%	-$11.7K	1.09%	33
2024 Q2	$1.31M	Buy	7,138 +3,177	+80%	+$615K	1.17%	33
2024 Q1	$770K	Buy	3,961 +13	+0.3%	+$2.51K	0.7%	50
2023 Q4	$736K	Buy	+3,948	New	+$748K	0.69%	56

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Klein Pavlis & Peasley Financial's HSY Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Hershey (HSY) stake by 4.3% in Q2 2026, buying an estimated $51.5K and bringing the position to 6,582 shares worth $1.15M. The position accounts for 0.6% of the portfolio, ranked #55.

Klein Pavlis & Peasley Financial first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q2 2025. 408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Klein Pavlis & Peasley Financial held 6,582 shares of Hershey worth $1.15M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 273 Hershey shares in Q2 2026, an estimated $51.5K.
Hershey made up 0.6% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #55 holding.
Klein Pavlis & Peasley Financial first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
Klein Pavlis & Peasley Financial's Hershey position peaked at $1.76M in Q2 2025.
408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.