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 Q3	$9.9K	Buy	61 +1	+2%	+$176	﹤0.01%	249
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	$9.8K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Kozak & Associates's HSY Position: Q3 2026 in Review

Kozak & Associates increased its Hershey (HSY) stake by 1.7% in Q3 2026, buying an estimated $176 and bringing the position to 61 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Kozak & Associates first reported a position in HSY in Q3 2021 and has held it in 21 quarters since. The position peaked at $11.8K in Q1 2026. 743 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Kozak & Associates held 61 shares of Hershey worth $9.9K as of Q3 2026.
Kozak & Associates bought 1 Hershey share in Q3 2026, an estimated $176.
Hershey made up ﹤0.01% of Kozak & Associates's portfolio in Q3 2026, its #249 holding.
Kozak & Associates first reported a position in Hershey in Q3 2021 and has held it in 21 quarters since.
Kozak & Associates's Hershey position peaked at $11.8K in Q1 2026.
743 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.