McGlone Suttner Wealth Management’s Hershey HSY Stock Holding History

McGlone Suttner Wealth 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	$219K	Sell	1,391 -64	-4%	-$11.3K	0.03%	189
2026 Q2	$255K	Buy	1,455 +12	+0.8%	+$2.26K	0.03%	179
2026 Q1	$300K	Buy	+1,443	New	+$304K	0.04%	161
2024 Q4	–	Sell	-1,569	Closed	-$301K	–	185
2024 Q3	$301K	Buy	1,569 +431	+38%	+$83.8K	0.06%	131
2024 Q2	$212K	Sell	1,138 -248	-18%	-$48K	0.04%	153
2024 Q1	$270K	Buy	1,386 +248	+22%	+$47.8K	0.05%	142
2023 Q4	$212K	Buy	1,138 +58	+5%	+$11K	0.04%	153
2023 Q3	$216K	Buy	1,080 +14	+1%	+$3.13K	0.05%	130
2023 Q2	$266K	Buy	1,066 +38	+4%	+$10K	0.06%	120
2023 Q1	$262K	Sell	1,028 -134	-12%	-$31.5K	0.07%	118
2022 Q4	$269K	Buy	+1,162	New	+$268K	0.09%	106

Other funds holding HSY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

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

McGlone Suttner Wealth Management's HSY Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its Hershey (HSY) stake by 4.4% in Q3 2026, selling an estimated $11.3K and leaving 1,391 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #189.

McGlone Suttner Wealth Management first reported a position in HSY in Q4 2022 and has held it in 11 quarters since. The position peaked at $301K in Q3 2024. 799 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

McGlone Suttner Wealth Management held 1,391 shares of Hershey worth $219K as of Q3 2026.
McGlone Suttner Wealth Management sold 64 Hershey shares in Q3 2026, an estimated $11.3K.
Hershey made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #189 holding.
McGlone Suttner Wealth Management first reported a position in Hershey in Q4 2022 and has held it in 11 quarters since.
McGlone Suttner Wealth Management's Hershey position peaked at $301K in Q3 2024.
799 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.