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LRI Investments’s Hershey HSY Stock Holding History

LRI Investments’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 		$29K Sell
165
-190
-54% -$35.8K ﹤0.01% 673
2026
Q1 		$73.9K Buy
355
+29
+9% +$6.12K 0.01% 460
2025
Q4 		$59.4K Sell
326
-41
-11% -$7.5K ﹤0.01% 513
2025
Q3 		$68.7K Buy
367
+63
+21% +$11.4K 0.01% 492
2025
Q2 		$50.5K Buy
304
+247
+433% +$40.7K ﹤0.01% 551
2025
Q1 		$9.8K Hold
57
– – ﹤0.01% 799
2024
Q4 		$9.7K Sell
57
-66
-54% -$11.8K ﹤0.01% 800
2024
Q3 		$22.1K Buy
123
+99
+413% +$19.2K ﹤0.01% 639
2024
Q2 		$4.46K Hold
24
– – ﹤0.01% 928
2024
Q1 		$4.71K Buy
+24
New +$4.63K ﹤0.01% 639

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
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LRI Investments's HSY Position: Q2 2026 in Review

LRI Investments reduced its Hershey (HSY) stake by 54% in Q2 2026, selling an estimated $35.8K and leaving 165 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

LRI Investments first reported a position in HSY in Q1 2024 and has held it in 10 quarters since. The position peaked at $73.9K in Q1 2026. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • LRI Investments held 165 shares of Hershey worth $29K as of Q2 2026.
  • LRI Investments sold 190 Hershey shares in Q2 2026, an estimated $35.8K.
  • Hershey made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #673 holding.
  • LRI Investments first reported a position in Hershey in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Hershey position peaked at $73.9K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.