Morningstar Investment Management’s Hershey HSY Stock Holding History

Morningstar Investment 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	$716K	Hold	3,442	–	–	0.04%	229
2026 Q1	$716K	Sell	3,442 -1,000	-23%	-$211K	0.04%	227
2025 Q4	$808K	Sell	4,442 -174	-4%	-$31.8K	0.05%	238
2025 Q3	$863K	Buy	+4,616	New	+$839K	0.03%	370
2024 Q3	–	Sell	-3,594	Closed	-$661K	–	227
2024 Q2	$661K	Hold	3,594	–	–	0.07%	110
2024 Q1	$699K	Hold	3,594	–	–	0.08%	108
2023 Q4	$670K	Buy	3,594 +246	+7%	+$46.6K	0.08%	109
2023 Q3	$670K	Hold	3,348	–	–	0.09%	82
2023 Q2	$836K	Buy	+3,348	New	+$878K	0.11%	71

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Morningstar Investment Management's HSY Position: Q2 2026 in Review

Morningstar Investment Management held its Hershey (HSY) position steady in Q2 2026 at 3,442 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #229.

Morningstar Investment Management first reported a position in HSY in Q2 2023 and has held it in 9 quarters since. The position peaked at $863K in Q3 2025. 588 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Morningstar Investment Management held 3,442 shares of Hershey worth $716K as of Q2 2026.
Morningstar Investment Management left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.04% of Morningstar Investment Management's portfolio in Q2 2026, its #229 holding.
Morningstar Investment Management first reported a position in Hershey in Q2 2023 and has held it in 9 quarters since.
Morningstar Investment Management's Hershey position peaked at $863K in Q3 2025.
588 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.