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 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 $6.4B AUM 9.79% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Marquette Asset Management's HSY Position: Q2 2026 in Review

Marquette Asset Management reduced its Hershey (HSY) stake by 0.15% in Q2 2026, selling an estimated $1.13K and leaving 4,000 shares worth $702K. The position accounts for 0.09% of the portfolio, ranked #35.

Marquette Asset Management first reported a position in HSY in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q1 2023. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Marquette Asset Management held 4,000 shares of Hershey worth $702K as of Q2 2026.
Marquette Asset Management sold 6 Hershey shares in Q2 2026, an estimated $1.13K.
Hershey made up 0.09% of Marquette Asset Management's portfolio in Q2 2026, its #35 holding.
Marquette Asset Management first reported a position in Hershey in Q3 2021 and has held it in 20 quarters since.
Marquette Asset Management's Hershey position peaked at $1.02M in Q1 2023.
431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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