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LVM Capital Management’s Hershey HSY Stock Holding History

LVM Capital 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 		$2.41M Sell
13,754
-573
-4% -$108K 0.2% 58
2026
Q1 		$2.98M Buy
14,327
+115
+0.8% +$24.3K 0.28% 50
2025
Q4 		$2.59M Sell
14,212
-1,457
-9% -$266K 0.24% 56
2025
Q3 		$2.93M Sell
15,669
-2,956
-16% -$537K 0.28% 54
2025
Q2 		$3.09M Sell
18,625
-690
-4% -$114K 0.32% 54
2025
Q1 		$3.3M Sell
19,315
-3,000
-13% -$491K 0.37% 52
2024
Q4 		$3.78M Sell
22,315
-38,435
-63% -$6.89M 0.41% 47
2024
Q3 		$11.2M Hold
60,750
– – 1.27% 27
2024
Q2 		$11.2M Sell
60,750
-833
-1% -$161K 1.27% 27
2024
Q1 		$12M Buy
61,583
+535
+0.9% +$103K 1.41% 25
2023
Q4 		$11.4M Buy
61,048
+3,315
+6% +$628K 1.46% 24
2023
Q3 		$11.6M Buy
57,733
+982
+2% +$220K 1.63% 20
2023
Q2 		$14.2M Sell
56,751
-289
-0.5% -$75.8K 1.89% 16
2023
Q1 		$14.5M Buy
57,040
+130
+0.2% +$30.5K 2.01% 13
2022
Q4 		$13.2M Sell
56,910
-1,140
-2% -$263K 1.91% 16
2022
Q3 		$12.8M Sell
58,050
-1,970
-3% -$441K 1.96% 15
2022
Q2 		$12.9M Sell
60,020
-3,202
-5% -$698K 1.87% 19
2022
Q1 		$13.7M Buy
63,222
+324
+0.5% +$65.8K 1.81% 18
2021
Q4 		$12.2M Buy
62,898
+75
+0.1% +$13.6K 1.62% 22
2021
Q3 		$10.6M Sell
62,823
-48
-0.1% -$8.48K 1.6% 23
2021
Q2 		$11M Buy
62,871
+145
+0.2% +$24.4K 1.67% 23
2021
Q1 		$9.92M Sell
62,726
-633
-1% -$95.3K 1.61% 23
2020
Q4 		$9.65M Buy
63,359
+384
+0.6% +$56.8K 1.63% 24
2020
Q3 		$9.03M Buy
62,975
+2,130
+4% +$302K 1.75% 24
2020
Q2 		$7.89M Buy
+60,845
New +$8.18M 1.62% 25

Other funds holding HSY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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

LVM Capital Management's HSY Position: Q2 2026 in Review

LVM Capital Management reduced its Hershey (HSY) stake by 4% in Q2 2026, selling an estimated $108K and leaving 13,754 shares worth $2.41M. The position accounts for 0.2% of the portfolio, ranked #58.

LVM Capital Management first reported a position in HSY in Q2 2020 and has held it in 25 quarters since. The position peaked at $14.5M in Q1 2023. 606 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • LVM Capital Management held 13,754 shares of Hershey worth $2.41M as of Q2 2026.
  • LVM Capital Management sold 573 Hershey shares in Q2 2026, an estimated $108K.
  • Hershey made up 0.2% of LVM Capital Management's portfolio in Q2 2026, its #58 holding.
  • LVM Capital Management first reported a position in Hershey in Q2 2020 and has held it in 25 quarters since.
  • LVM Capital Management's Hershey position peaked at $14.5M in Q1 2023.
  • 606 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.