Kozak & Associates’s Hershey HSY Stock Holding History

Kozak & 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	$10.7K	Hold	60	–	–	﹤0.01%	257
2026 Q1	$11.8K	Buy	60 +1	+2%	+$211	﹤0.01%	252
2025 Q4	$11.2K	Hold	59	–	–	﹤0.01%	244
2025 Q3	$10.5K	Buy	59 +1	+2%	+$182	﹤0.01%	249
2025 Q2	$9.44K	Hold	58	–	–	﹤0.01%	250
2025 Q1	$9.85K	Buy	58 +1	+2%	+$164	﹤0.01%	224
2024 Q4	$9.7K	Buy	57 +12	+27%	+$2.15K	﹤0.01%	249
2024 Q3	$8.32K	Hold	45	–	–	﹤0.01%	245
2024 Q2	$8.22K	Buy	45 +1	+2%	+$193	﹤0.01%	239
2024 Q1	$9.25K	Hold	44	–	–	﹤0.01%	242
2023 Q4	$8.45K	Hold	44	–	–	﹤0.01%	248
2023 Q3	$8.55K	Hold	44	–	–	﹤0.01%	245
2023 Q2	$11K	Buy	44 +1	+2%	+$262	﹤0.01%	222
2023 Q1	$11K	Hold	43	–	–	0.01%	221
2022 Q4	$10K	Hold	43	–	–	0.01%	226
2022 Q3	$10K	Hold	43	–	–	0.01%	219
2022 Q2	$9K	Buy	43 +1	+2%	+$218	0.01%	236
2022 Q1	$9K	Hold	42	–	–	0.01%	267
2021 Q4	$9K	Hold	42	–	–	0.01%	267
2021 Q3	$7K	Buy	+42	New	+$7.42K	﹤0.01%	260

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

Kozak & Associates's HSY Position: Q2 2026 in Review

Kozak & Associates held its Hershey (HSY) position steady in Q2 2026 at 60 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Kozak & Associates first reported a position in HSY in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.8K in Q1 2026. 425 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Kozak & Associates held 60 shares of Hershey worth $10.7K as of Q2 2026.
Kozak & Associates left its Hershey share count unchanged in Q2 2026.
Hershey made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #257 holding.
Kozak & Associates first reported a position in Hershey in Q3 2021 and has held it in 20 quarters since.
Kozak & Associates's Hershey position peaked at $11.8K in Q1 2026.
425 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.