Lido Advisors
HSY icon

Lido Advisors’s Hershey HSY Stock Holding History

Lido 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
Q3 		$729K Sell
4,628
-5,421
-54% -$955K ﹤0.01% 1274
2026
Q2 		$1.76M Buy
10,049
+38
+0.4% +$7.17K ﹤0.01% 852
2026
Q1 		$2.08M Buy
10,011
+742
+8% +$156K 0.01% 694
2025
Q4 		$1.73M Buy
9,269
+354
+4% +$64.7K 0.01% 771
2025
Q3 		$1.67M Buy
8,915
+1,079
+14% +$196K 0.01% 746
2025
Q2 		$1.3M Buy
7,836
+1,779
+29% +$293K 0.01% 736
2025
Q1 		$1.04M Sell
6,057
-608
-9% -$100K ﹤0.01% 765
2024
Q4 		$1.13M Buy
6,665
+4,661
+233% +$836K 0.01% 717
2024
Q3 		$384K Sell
2,004
-1,092
-35% -$212K ﹤0.01% 1049
2024
Q2 		$569K Buy
3,096
+542
+21% +$105K ﹤0.01% 886
2024
Q1 		$497K Buy
2,554
+9
+0.4% +$1.74K ﹤0.01% 909
2023
Q4 		$475K Buy
2,545
+88
+4% +$16.7K ﹤0.01% 878
2023
Q3 		$492K Buy
2,457
+107
+5% +$24K ﹤0.01% 755
2023
Q2 		$587K Buy
2,350
+467
+25% +$122K ﹤0.01% 684
2023
Q1 		$479K Buy
1,883
+26
+1% +$6.11K ﹤0.01% 686
2022
Q4 		$430K Buy
1,857
+166
+10% +$38.3K 0.01% 649
2022
Q3 		$373K Buy
1,691
+11
+0.7% +$2.46K ﹤0.01% 650
2022
Q2 		$361K Buy
1,680
+123
+8% +$26.8K ﹤0.01% 650
2022
Q1 		$337K Buy
1,557
+22
+1% +$4.47K ﹤0.01% 764
2021
Q4 		$296K Buy
+1,535
New +$278K ﹤0.01% 813
2020
Q3 		– Sell
-3,079
Closed -$399K – 664
2020
Q2 		$399K Hold
3,079
– – 0.01% 388
2020
Q1 		$408K Sell
3,079
-227
-7% -$33.5K 0.02% 364
2019
Q4 		$486K Buy
3,306
+277
+9% +$41.1K 0.02% 396
2019
Q3 		$469K Buy
+3,029
New +$457K 0.02% 345

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Lido Advisors's HSY Position: Q3 2026 in Review

Lido Advisors reduced its Hershey (HSY) stake by 54% in Q3 2026, selling an estimated $955K and leaving 4,628 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Lido Advisors first reported a position in HSY in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.08M in Q1 2026. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Lido Advisors held 4,628 shares of Hershey worth $729K as of Q3 2026.
  • Lido Advisors sold 5,421 Hershey shares in Q3 2026, an estimated $955K.
  • Hershey made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1274 holding.
  • Lido Advisors first reported a position in Hershey in Q3 2019 and has held it in 24 quarters since.
  • Lido Advisors's Hershey position peaked at $2.08M in Q1 2026.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.