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Lawood & Co’s Hershey HSY Stock Holding History

Lawood & Co’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 		$239K Hold
1,514
– – 0.17% 90
2026
Q2 		$266K Hold
1,514
– – 0.18% 86
2026
Q1 		$315K Buy
1,514
+134
+10% +$28.3K 0.29% 75
2025
Q4 		$251K Buy
+1,380
New +$252K 0.24% 82

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Lawood & Co's HSY Position: Q3 2026 in Review

Lawood & Co held its Hershey (HSY) position steady in Q3 2026 at 1,514 shares worth $239K. The position accounts for 0.17% of the portfolio, ranked #90.

Lawood & Co first reported a position in HSY in Q4 2025 and has held it in 4 quarters since. The position peaked at $315K in Q1 2026. 51 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Lawood & Co held 1,514 shares of Hershey worth $239K as of Q3 2026.
  • Lawood & Co left its Hershey share count unchanged in Q3 2026.
  • Hershey made up 0.17% of Lawood & Co's portfolio in Q3 2026, its #90 holding.
  • Lawood & Co first reported a position in Hershey in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Hershey position peaked at $315K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.