Matthew Hamilton Rosenberg’s Hershey HSY Stock Holding History

Matthew Hamilton Rosenberg’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	$82.9K	Buy	526 +227	+76%	+$40K	0.01%	373
2026 Q2	$52.5K	Sell	299 -1	-0.3%	-$189	0.01%	427
2026 Q1	$62.4K	Hold	300	–	–	0.01%	396
2025 Q4	$54.6K	Hold	300	–	–	0.01%	411
2025 Q3	$56.1K	Hold	300	–	–	0.01%	406
2025 Q2	$49.8K	Hold	300	–	–	0.01%	437
2025 Q1	$51.3K	Hold	300	–	–	0.01%	421
2024 Q4	$50.8K	Sell	300 -78	-21%	-$14K	0.01%	420
2024 Q3	$72.5K	Hold	378	–	–	0.02%	368
2024 Q2	$69K	Sell	378 -94	-20%	-$18.2K	0.02%	370
2024 Q1	$93.6K	Buy	472 +78	+20%	+$15K	0.03%	322
2023 Q4	$73.5K	Buy	394 +94	+31%	+$17.8K	0.02%	361
2023 Q3	$60K	Hold	300	–	–	0.02%	391
2023 Q2	$74.9K	Hold	300	–	–	0.03%	358
2023 Q1	$76.3K	Hold	300	–	–	0.02%	365
2022 Q4	$69.5K	Hold	300	–	–	0.02%	382
2022 Q3	$66K	Hold	300	–	–	0.03%	367
2022 Q2	$66K	Hold	300	–	–	0.02%	387
2022 Q1	$65K	Hold	300	–	–	0.02%	394
2021 Q4	$58K	Hold	300	–	–	0.02%	392
2021 Q3	$51K	Hold	300	–	–	0.02%	390
2021 Q2	$52K	Hold	300	–	–	0.03%	351
2021 Q1	$47K	Hold	300	–	–	0.03%	354
2020 Q4	$46K	Hold	300	–	–	0.03%	337
2020 Q3	$43K	Hold	300	–	–	0.03%	324
2020 Q2	$39K	Hold	300	–	–	0.03%	334
2020 Q1	$40K	Buy	+300	New	+$44.3K	0.04%	293

Other funds holding HSY

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Matthew Hamilton Rosenberg's HSY Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Hershey (HSY) stake by 76% in Q3 2026, buying an estimated $40K and bringing the position to 526 shares worth $82.9K. The position accounts for 0.01% of the portfolio, ranked #373.

Matthew Hamilton Rosenberg first reported a position in HSY in Q1 2020 and has held it in 27 quarters since. The position peaked at $93.6K in Q1 2024. 601 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Matthew Hamilton Rosenberg held 526 shares of Hershey worth $82.9K as of Q3 2026.
Matthew Hamilton Rosenberg bought 227 Hershey shares in Q3 2026, an estimated $40K.
Hershey made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #373 holding.
Matthew Hamilton Rosenberg first reported a position in Hershey in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's Hershey position peaked at $93.6K in Q1 2024.
601 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.