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Lantz Financial’s Hershey HSY Stock Holding History

Lantz 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 		$1.83M Buy
10,437
+541
+5% +$102K 0.34% 83
2026
Q1 		$2.06M Sell
9,896
-488
-5% -$103K 0.43% 66
2025
Q4 		$1.89M Sell
10,384
-185
-2% -$33.8K 0.4% 70
2025
Q3 		$1.98M Buy
10,569
+30
+0.3% +$5.45K 0.44% 62
2025
Q2 		$1.75M Buy
10,539
+790
+8% +$130K 0.44% 69
2025
Q1 		$1.67M Sell
9,749
-74
-0.8% -$12.1K 0.46% 66
2024
Q4 		$1.66M Sell
9,823
-205
-2% -$36.8K 0.44% 66
2024
Q3 		$1.92M Buy
10,028
+11
+0.1% +$2.14K 0.52% 58
2024
Q2 		$1.84M Buy
+10,017
New +$1.94M 0.57% 52

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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Lantz Financial's HSY Position: Q2 2026 in Review

Lantz Financial increased its Hershey (HSY) stake by 5.5% in Q2 2026, buying an estimated $102K and bringing the position to 10,437 shares worth $1.83M. The position accounts for 0.34% of the portfolio, ranked #83.

Lantz Financial first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.06M in Q1 2026. 268 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Lantz Financial held 10,437 shares of Hershey worth $1.83M as of Q2 2026.
  • Lantz Financial bought 541 Hershey shares in Q2 2026, an estimated $102K.
  • Hershey made up 0.34% of Lantz Financial's portfolio in Q2 2026, its #83 holding.
  • Lantz Financial first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
  • Lantz Financial's Hershey position peaked at $2.06M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.