Leavell Investment Management’s Hershey HSY Stock Holding History

Leavell Investment Management’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	$1.32M	Hold	7,496	–	–	0.05%	284
2026 Q1	$1.56M	Sell	7,496 -200	-3%	-$42.2K	0.06%	255
2025 Q4	$1.4M	Sell	7,696 -25	-0.3%	-$4.57K	0.06%	257
2025 Q3	$1.44M	Sell	7,721 -1,391	-15%	-$253K	0.06%	257
2025 Q2	$1.51M	Sell	9,112 -680	-7%	-$112K	0.07%	250
2025 Q1	$1.67M	Buy	9,792 +48	+0.5%	+$7.86K	0.08%	221
2024 Q4	$1.65M	Hold	9,744	–	–	0.08%	223
2024 Q3	$1.87M	Sell	9,744 -100	-1%	-$19.4K	0.09%	204
2024 Q2	$1.81M	Buy	9,844 +27	+0.3%	+$5.22K	0.1%	191
2024 Q1	$1.91M	Sell	9,817 -20	-0.2%	-$3.86K	0.11%	177
2023 Q4	$1.83M	Hold	9,837	–	–	0.12%	178
2023 Q3	$1.97M	Sell	9,837 -200	-2%	-$44.8K	0.14%	162
2023 Q2	$2.51M	Hold	10,037	–	–	0.17%	136
2023 Q1	$2.55M	Hold	10,037	–	–	0.18%	135
2022 Q4	$2.32M	Hold	10,037	–	–	0.17%	135
2022 Q3	$2.21M	Hold	10,037	–	–	0.18%	134
2022 Q2	$2.16M	Buy	10,037 +43	+0.4%	+$9.37K	0.17%	135
2022 Q1	$2.17M	Hold	9,994	–	–	0.15%	145
2021 Q4	$1.93M	Hold	9,994	–	–	0.13%	154
2021 Q3	$1.69M	Sell	9,994 -55	-0.5%	-$9.72K	0.13%	162
2021 Q2	$1.59M	Hold	10,049	–	–	0.13%	159
2021 Q1	$1.59M	Hold	10,049	–	–	0.13%	159
2020 Q4	$1.53M	Buy	10,049 +5	+0%	+$740	0.13%	156
2020 Q3	$1.44M	Buy	10,044 +542	+6%	+$76.9K	0.13%	153
2020 Q2	$1.23M	Hold	9,502	–	–	0.12%	156
2020 Q1	$1.26M	Hold	9,502	–	–	0.15%	138
2019 Q4	$1.4M	Sell	9,502 -200	-2%	-$29.7K	0.13%	151
2019 Q3	$1.5M	Buy	9,702 +836	+9%	+$126K	0.15%	144
2019 Q2	$1.19M	Hold	8,866	–	–	0.13%	163
2019 Q1	$1.02M	Hold	8,866	–	–	0.11%	177
2018 Q4	$950K	Hold	8,866	–	–	0.12%	170
2018 Q3	$904K	Hold	8,866	–	–	0.1%	193
2018 Q2	$825K	Buy	8,866 +300	+4%	+$28K	0.09%	197
2018 Q1	$848K	Sell	8,566 -390	-4%	-$40.3K	0.1%	194
2017 Q4	$1.02M	Buy	8,956 +200	+2%	+$22K	0.12%	173
2017 Q3	$956K	Hold	8,756	–	–	0.12%	172
2017 Q2	$940K	Hold	8,756	–	–	0.12%	171
2017 Q1	$957K	Hold	8,756	–	–	0.12%	164
2016 Q4	$906K	Hold	8,756	–	–	0.12%	162
2016 Q3	$837K	Sell	8,756 -1,973	-18%	-$209K	0.12%	175
2016 Q2	$1.22M	Sell	10,729 -238	-2%	-$22.3K	0.18%	139
2016 Q1	$1.01M	Buy	10,967 +37	+0.3%	+$3.3K	0.15%	152
2015 Q4	$976K	Buy	10,930 +290	+3%	+$26K	0.14%	156
2015 Q3	$978K	Buy	10,640 +1,900	+22%	+$173K	0.15%	150
2015 Q2	$776K	Buy	8,740 +900	+11%	+$84.9K	0.12%	189
2015 Q1	$791K	Hold	7,840	–	–	0.12%	189
2014 Q4	$815K	Sell	7,840 -3,183	-29%	-$310K	0.13%	184
2014 Q3	$1.05M	Hold	11,023	–	–	0.17%	160
2014 Q2	$1.07M	Hold	11,023	–	–	0.17%	161
2014 Q1	$1.15M	Hold	11,023	–	–	0.19%	147
2013 Q4	$1.07M	Hold	11,023	–	–	0.18%	153
2013 Q3	$1.02M	Hold	11,023	–	–	0.18%	145
2013 Q2	$984K	Buy	+11,023	New	+$974K	0.18%	146

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

Leavell Investment Management's HSY Position: Q2 2026 in Review

Leavell Investment Management held its Hershey (HSY) position steady in Q2 2026 at 7,496 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #284.

Leavell Investment Management first reported a position in HSY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.55M in Q1 2023. 329 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Leavell Investment Management held 7,496 shares of Hershey worth $1.32M as of Q2 2026.
Leavell Investment Management left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #284 holding.
Leavell Investment Management first reported a position in Hershey in Q2 2013 and has held it in 53 quarters since.
Leavell Investment Management's Hershey position peaked at $2.55M in Q1 2023.
329 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.