LGT Financial Advisors’s Hershey HSY Stock Holding History

LGT Financial Advisors’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	$4.65K	Sell	27 -4	-13%	-$754	0.02%	188
2026 Q1	$6.5K	Hold	31	–	–	0.03%	180
2025 Q4	$5.65K	Hold	31	–	–	0.03%	202
2025 Q3	$5.77K	Hold	31	–	–	0.01%	294
2025 Q2	$5.08K	Buy	31 +1	+3%	+$165	0.01%	295
2025 Q1	$5.19K	Sell	30 -174	-85%	-$28.5K	0.02%	222
2024 Q4	$34.6K	Hold	204	–	–	0.08%	205
2024 Q3	$39.1K	Sell	204 -198	-49%	-$38.5K	0.1%	164
2024 Q2	$73.8K	Sell	402 -601	-60%	-$116K	0.16%	112
2024 Q1	$195K	Buy	1,003 +330	+49%	+$63.7K	0.23%	100
2023 Q4	$126K	Buy	673 +13	+2%	+$2.46K	0.15%	147
2023 Q3	$132K	Sell	660 -295	-31%	-$66K	0.17%	131
2023 Q2	$239K	Sell	955 -193	-17%	-$50.6K	0.25%	99
2023 Q1	$292K	Hold	1,148	–	–	0.54%	56
2022 Q4	$266K	Buy	+1,148	New	+$265K	0.31%	72

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

LGT Financial Advisors's HSY Position: Q2 2026 in Review

LGT Financial Advisors reduced its Hershey (HSY) stake by 13% in Q2 2026, selling an estimated $754 and leaving 27 shares worth $4.65K. The position accounts for 0.02% of the portfolio, ranked #188.

LGT Financial Advisors first reported a position in HSY in Q4 2022 and has held it in 15 quarters since. The position peaked at $292K in Q1 2023. 414 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

LGT Financial Advisors held 27 shares of Hershey worth $4.65K as of Q2 2026.
LGT Financial Advisors sold 4 Hershey shares in Q2 2026, an estimated $754.
Hershey made up 0.02% of LGT Financial Advisors's portfolio in Q2 2026, its #188 holding.
LGT Financial Advisors first reported a position in Hershey in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's Hershey position peaked at $292K in Q1 2023.
414 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.