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 Q3	$911K	Sell	5,778 -4,659	-45%	-$821K	0.17%	125
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Lantz Financial's HSY Position: Q3 2026 in Review

Lantz Financial reduced its Hershey (HSY) stake by 45% in Q3 2026, selling an estimated $821K and leaving 5,778 shares worth $911K. The position accounts for 0.17% of the portfolio, ranked #125.

Lantz Financial first reported a position in HSY in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.06M in Q1 2026. 327 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Lantz Financial held 5,778 shares of Hershey worth $911K as of Q3 2026.
Lantz Financial sold 4,659 Hershey shares in Q3 2026, an estimated $821K.
Hershey made up 0.17% of Lantz Financial's portfolio in Q3 2026, its #125 holding.
Lantz Financial first reported a position in Hershey in Q2 2024 and has held it in 10 quarters since.
Lantz Financial's Hershey position peaked at $2.06M in Q1 2026.
327 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.