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Lincoln Capital’s Hershey HSY Stock Holding History

Lincoln Capital’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 		$440K Sell
2,508
-447
-15% -$84.3K 0.08% 98
2026
Q1 		$614K Sell
2,955
-14
-0.5% -$2.95K 0.12% 82
2025
Q4 		$540K Buy
2,969
+101
+4% +$18.5K 0.1% 93
2025
Q3 		$560K Sell
2,868
-44
-2% -$8K 0.1% 90
2025
Q2 		$483K Hold
2,912
– – 0.09% 93
2025
Q1 		$488K Sell
2,912
-19
-0.6% -$3.11K 0.1% 87
2024
Q4 		$496K Sell
2,931
-59
-2% -$10.6K 0.1% 80
2024
Q3 		$573K Sell
2,990
-8
-0.3% -$1.55K 0.12% 77
2024
Q2 		$551K Hold
2,998
– – 0.12% 73
2024
Q1 		$583K Hold
2,998
– – 0.13% 70
2023
Q4 		$559K Buy
2,998
+1
+0% +$189 0.14% 70
2023
Q3 		$600K Buy
2,997
+105
+4% +$23.5K 0.16% 64
2023
Q2 		$722K Sell
2,892
-44
-1% -$11.5K 0.19% 61
2023
Q1 		$747K Hold
2,936
– – 0.21% 61
2022
Q4 		$680K Sell
2,936
-81
-3% -$18.7K 0.2% 63
2022
Q3 		$665K Sell
3,017
-299
-9% -$67K 0.21% 61
2022
Q2 		$714K Sell
3,316
-1
-0% -$218 0.2% 60
2022
Q1 		$718K Hold
3,317
– – 0.17% 64
2021
Q4 		$642K Sell
3,317
-46
-1% -$8.33K 0.16% 61
2021
Q3 		$569K Buy
3,363
+300
+10% +$53K 0.15% 61
2021
Q2 		$533K Hold
3,063
– – 0.15% 60
2021
Q1 		$484K Hold
3,063
– – 0.15% 57
2020
Q4 		$466K Sell
3,063
-26
-0.8% -$3.85K 0.15% 55
2020
Q3 		$443K Hold
3,089
– – 0.16% 55
2020
Q2 		$400K Hold
3,089
– – 0.17% 54
2020
Q1 		$409K Sell
3,089
-75
-2% -$11.1K 0.21% 50
2019
Q4 		$465K Buy
3,164
+11
+0.3% +$1.63K 0.19% 49
2019
Q3 		$489K Hold
3,153
– – 0.22% 47
2019
Q2 		$423K Sell
3,153
-154
-5% -$19.6K 0.19% 51
2019
Q1 		$380K Sell
3,307
-14
-0.4% -$1.52K 0.18% 51
2018
Q4 		$356K Hold
3,321
– – 0.19% 49
2018
Q3 		$339K Hold
3,321
– – 0.17% 56
2018
Q2 		$312K Sell
3,321
-15,398
-82% -$1.44M 0.17% 54
2018
Q1 		$1.85M Sell
18,719
-4,932
-21% -$510K 1% 24
2017
Q4 		$2.69M Hold
23,651
– – 1.5% 21
2017
Q3 		$2.58M Sell
23,651
-114
-0.5% -$12.1K 1.59% 23
2017
Q2 		$2.55M Sell
23,765
-142
-0.6% -$15.7K 1.6% 23
2017
Q1 		$2.61M Sell
23,907
-105
-0.4% -$11.3K 1.77% 20
2016
Q4 		$2.48M Sell
24,012
-78
-0.3% -$7.7K 1.77% 20
2016
Q3 		$2.3M Sell
24,090
-10
-0% -$1.06K 1.7% 20
2016
Q2 		$2.73M Sell
24,100
-135
-0.6% -$12.6K 2.05% 19
2016
Q1 		$2.23M Buy
24,235
+7,878
+48% +$703K 1.67% 20
2015
Q4 		$1.46M Buy
16,357
+2,573
+19% +$231K 1.16% 24
2015
Q3 		$1.27M Buy
13,784
+11,489
+501% +$1.05M 1.05% 26
2015
Q2 		$204K Hold
2,295
– – 0.17% 56
2015
Q1 		$232K Hold
2,295
– – 0.2% 52
2014
Q4 		$239K Buy
+2,295
New +$223K 0.21% 49

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lincoln Capital's HSY Position: Q2 2026 in Review

Lincoln Capital reduced its Hershey (HSY) stake by 15% in Q2 2026, selling an estimated $84.3K and leaving 2,508 shares worth $440K. The position accounts for 0.08% of the portfolio, ranked #98.

Lincoln Capital first reported a position in HSY in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.73M in Q2 2016. 588 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Lincoln Capital held 2,508 shares of Hershey worth $440K as of Q2 2026.
  • Lincoln Capital sold 447 Hershey shares in Q2 2026, an estimated $84.3K.
  • Hershey made up 0.08% of Lincoln Capital's portfolio in Q2 2026, its #98 holding.
  • Lincoln Capital first reported a position in Hershey in Q4 2014 and has held it in 47 quarters since.
  • Lincoln Capital's Hershey position peaked at $2.73M in Q2 2016.
  • 588 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.