Krilogy Financial’s Hershey HSY Stock Holding History

Krilogy 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	$476K	Buy	2,715 +2	+0.1%	+$377	0.01%	654
2026 Q1	$519K	Buy	2,713 +69	+3%	+$14.6K	0.02%	567
2025 Q4	$502K	Buy	2,644 +12	+0.5%	+$2.19K	0.02%	558
2025 Q3	$447K	Buy	+2,632	New	+$478K	0.02%	553
2023 Q2	–	Sell	-2,562	Closed	-$652K	–	280
2023 Q1	$652K	Sell	2,562 -585	-19%	-$137K	0.05%	227
2022 Q4	$729K	Hold	3,147	–	–	0.07%	202
2022 Q3	$694K	Buy	3,147 +627	+25%	+$141K	0.08%	167
2022 Q2	$542K	Sell	2,520 -229	-8%	-$49.9K	0.06%	193
2022 Q1	$596K	Buy	+2,749	New	+$558K	0.06%	187
2018 Q4	–	Sell	-600	Closed	-$61K	–	361
2018 Q3	$61K	Buy	+600	New	+$59.3K	0.01%	290
2018 Q2	–	Sell	-600	Closed	-$59K	–	360
2018 Q1	$59K	Hold	600	–	–	0.01%	302
2017 Q4	$68K	Hold	600	–	–	0.02%	282
2017 Q3	$66K	Hold	600	–	–	0.02%	307
2017 Q2	$64K	Hold	600	–	–	0.02%	278
2017 Q1	$62K	Hold	600	–	–	0.02%	261
2016 Q4	$62K	Hold	600	–	–	0.02%	261
2016 Q3	$57K	Hold	600	–	–	0.02%	282
2016 Q2	$68K	Hold	600	–	–	0.02%	255
2016 Q1	$55K	Buy	+600	New	+$53.5K	0.02%	255
2015 Q4	–	Sell	-600	Closed	-$55K	–	490
2015 Q3	$55K	Buy	+600	New	+$54.7K	0.03%	190

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

Krilogy Financial's HSY Position: Q2 2026 in Review

Krilogy Financial increased its Hershey (HSY) stake by 0.07% in Q2 2026, buying an estimated $377 and bringing the position to 2,715 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #654.

Krilogy Financial first reported a position in HSY in Q3 2015 and has held it in 20 quarters since. The position peaked at $729K in Q4 2022. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Krilogy Financial held 2,715 shares of Hershey worth $476K as of Q2 2026.
Krilogy Financial bought 2 Hershey shares in Q2 2026, an estimated $377.
Hershey made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #654 holding.
Krilogy Financial first reported a position in Hershey in Q3 2015 and has held it in 20 quarters since.
Krilogy Financial's Hershey position peaked at $729K in Q4 2022.
431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.