Next Level Private’s Hershey HSY Stock Holding History

Next Level Private’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	$1.93M	Hold	12,251	–	–	0.37%	57
2026 Q2	$2.15M	Sell	12,251 -3	-0%	-$566	0.42%	52
2026 Q1	$2.55M	Buy	12,254 +3	+0%	+$633	0.58%	38
2025 Q4	$2.23M	Hold	12,251	–	–	0.58%	37
2025 Q3	$2.39M	Hold	12,251	–	–	0.69%	36
2025 Q2	$2.03M	Hold	12,251	–	–	0.66%	38
2025 Q1	$2.1M	Hold	12,251	–	–	0.78%	37
2024 Q4	$2.07M	Hold	12,251	–	–	0.84%	33
2024 Q3	$2.35M	Hold	12,251	–	–	0.96%	30
2024 Q2	$2.25M	Hold	12,251	–	–	1.03%	27
2024 Q1	$2.38M	Hold	12,251	–	–	1.09%	25
2023 Q4	$2.28M	Hold	12,251	–	–	1.29%	24
2023 Q3	$2.44M	Hold	12,251	–	–	1.62%	17
2023 Q2	$2.96M	Hold	12,251	–	–	1.92%	11
2023 Q1	$3.12M	Hold	12,251	–	–	2.45%	12
2022 Q4	$2.76M	Buy	+12,251	New	+$2.82M	2.03%	13

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 $57B AUM 43.56% 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

Next Level Private's HSY Position: Q3 2026 in Review

Next Level Private held its Hershey (HSY) position steady in Q3 2026 at 12,251 shares worth $1.93M. The position accounts for 0.37% of the portfolio, ranked #57.

Next Level Private first reported a position in HSY in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.12M in Q1 2023. 562 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Next Level Private held 12,251 shares of Hershey worth $1.93M as of Q3 2026.
Next Level Private left its Hershey share count unchanged in Q3 2026.
Hershey made up 0.37% of Next Level Private's portfolio in Q3 2026, its #57 holding.
Next Level Private first reported a position in Hershey in Q4 2022 and has held it in 16 quarters since.
Next Level Private's Hershey position peaked at $3.12M in Q1 2023.
562 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.