Montag & Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $229K | Buy |
1,308
+33
| +3% | +$6.22K | 0.01% | 402 |
|
|
2026
Q1 | $265K | Hold |
1,275
| – | – | 0.01% | 382 |
|
|
2025
Q4 | $232K | Hold |
1,275
| – | – | 0.01% | 389 |
|
|
2025
Q3 | $238K | Hold |
1,275
| – | – | 0.01% | 375 |
|
|
2025
Q2 | $212K | Hold |
1,275
| – | – | 0.01% | 392 |
|
|
2025
Q1 | $218K | Sell |
1,275
-200
| -14% | -$32.7K | 0.01% | 406 |
|
|
2024
Q4 | $250K | Hold |
1,475
| – | – | 0.01% | 398 |
|
|
2024
Q3 | $283K | Hold |
1,475
| – | – | 0.01% | 384 |
|
|
2024
Q2 | $271K | Hold |
1,475
| – | – | 0.01% | 373 |
|
|
2024
Q1 | $287K | Hold |
1,475
| – | – | 0.01% | 372 |
|
|
2023
Q4 | $275K | Sell |
1,475
-129
| -8% | -$24.4K | 0.02% | 367 |
|
|
2023
Q3 | $321K | Buy |
1,604
+49
| +3% | +$11K | 0.02% | 332 |
|
|
2023
Q2 | $388K | Hold |
1,555
| – | – | 0.02% | 320 |
|
|
2023
Q1 | $396K | Sell |
1,555
-62
| -4% | -$14.6K | 0.03% | 308 |
|
|
2022
Q4 | $374K | Hold |
1,617
| – | – | 0.03% | 300 |
|
|
2022
Q3 | $356K | Buy |
1,617
+117
| +8% | +$26.2K | 0.02% | 301 |
|
|
2022
Q2 | $323K | Sell |
1,500
-100
| -6% | -$21.8K | 0.02% | 310 |
|
|
2022
Q1 | $347K | Hold |
1,600
| – | – | 0.02% | 326 |
|
|
2021
Q4 | $310K | Hold |
1,600
| – | – | 0.02% | 344 |
|
|
2021
Q3 | $271K | Sell |
1,600
-25
| -2% | -$4.42K | 0.01% | 351 |
|
|
2021
Q2 | $283K | Sell |
1,625
-50
| -3% | -$8.42K | 0.02% | 349 |
|
|
2021
Q1 | $265K | Buy |
1,675
+100
| +6% | +$15.1K | 0.01% | 350 |
|
|
2020
Q4 | $240K | Sell |
1,575
-500
| -24% | -$74K | 0.01% | 339 |
|
|
2020
Q3 | $297K | Sell |
2,075
-400
| -16% | -$56.7K | 0.02% | 265 |
|
|
2020
Q2 | $321K | Hold |
2,475
| – | – | 0.03% | 254 |
|
|
2020
Q1 | $328K | Sell |
2,475
-740
| -23% | -$109K | 0.03% | 241 |
|
|
2019
Q4 | $473K | Sell |
3,215
-101
| -3% | -$15K | 0.04% | 232 |
|
|
2019
Q3 | $514K | Sell |
3,316
-6
| -0.2% | -$906 | 0.04% | 219 |
|
|
2019
Q2 | $445K | Sell |
3,322
-19
| -0.6% | -$2.41K | 0.04% | 229 |
|
|
2019
Q1 | $384K | Sell |
3,341
-1,420
| -30% | -$155K | 0.04% | 241 |
|
|
2018
Q4 | $510K | Sell |
4,761
-1,535
| -24% | -$163K | 0.05% | 201 |
|
|
2018
Q3 | $642K | Buy |
+6,296
| New | +$622K | 0.06% | 217 |
|
Other funds holding HSY
Montag & Associates's HSY Position: Q2 2026 in Review
Montag & Associates increased its Hershey (HSY) stake by 2.6% in Q2 2026, buying an estimated $6.22K and bringing the position to 1,308 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #402.
Montag & Associates first reported a position in HSY in Q3 2018 and has held it in 32 quarters since. The position peaked at $642K in Q3 2018. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.
- Montag & Associates held 1,308 shares of Hershey worth $229K as of Q2 2026.
- Montag & Associates bought 33 Hershey shares in Q2 2026, an estimated $6.22K.
- Hershey made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #402 holding.
- Montag & Associates first reported a position in Hershey in Q3 2018 and has held it in 32 quarters since.
- Montag & Associates's Hershey position peaked at $642K in Q3 2018.
- 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.
Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.