Marquette Asset Management’s Hershey HSY Stock Holding History

Marquette Asset 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 Q3	$630K	Hold	4,000	–	–	0.08%	34
2026 Q2	$702K	Sell	4,000 -6	-0.1%	-$1.13K	0.09%	35
2026 Q1	$833K	Hold	4,006	–	–	0.12%	30
2025 Q4	$729K	Sell	4,006 -10	-0.2%	-$1.83K	0.11%	33
2025 Q3	$751K	Buy	4,016 +16	+0.4%	+$2.91K	0.12%	31
2025 Q2	$664K	Hold	4,000	–	–	0.11%	30
2025 Q1	$684K	Hold	4,000	–	–	0.12%	31
2024 Q4	$677K	Hold	4,000	–	–	0.11%	33
2024 Q3	$767K	Hold	4,000	–	–	0.12%	34
2024 Q2	$735K	Hold	4,000	–	–	0.13%	33
2024 Q1	$778K	Hold	4,000	–	–	0.13%	32
2023 Q4	$746K	Hold	4,000	–	–	0.14%	31
2023 Q3	$800K	Hold	4,000	–	–	0.19%	29
2023 Q2	$999K	Hold	4,000	–	–	0.25%	30
2023 Q1	$1.02M	Hold	4,000	–	–	0.27%	29
2022 Q4	$926K	Hold	4,000	–	–	0.27%	31
2022 Q3	$882K	Hold	4,000	–	–	0.28%	30
2022 Q2	$861K	Sell	4,000 -3	-0.1%	-$654	0.24%	39
2022 Q1	$867K	Buy	4,003 +3	+0.1%	+$609	0.2%	47
2021 Q4	$774K	Hold	4,000	–	–	0.16%	47
2021 Q3	$677K	Buy	+4,000	New	+$707K	0.15%	45

Other funds holding HSY

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

KGC

Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Marquette Asset Management's HSY Position: Q3 2026 in Review

Marquette Asset Management held its Hershey (HSY) position steady in Q3 2026 at 4,000 shares worth $630K. The position accounts for 0.08% of the portfolio, ranked #34.

Marquette Asset Management first reported a position in HSY in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.02M in Q1 2023. 51 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Marquette Asset Management held 4,000 shares of Hershey worth $630K as of Q3 2026.
Marquette Asset Management left its Hershey share count unchanged in Q3 2026.
Hershey made up 0.08% of Marquette Asset Management's portfolio in Q3 2026, its #34 holding.
Marquette Asset Management first reported a position in Hershey in Q3 2021 and has held it in 21 quarters since.
Marquette Asset Management's Hershey position peaked at $1.02M in Q1 2023.
51 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.