Oak Thistle LLC’s Hershey HSY Stock Holding History

Oak Thistle LLC’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	$2.19M	Buy	+13,926	New	+$2.45M	0.2%	201
2026 Q2	–	Sell	-14,857	Closed	-$3.09M	–	553
2026 Q1	$3.09M	Buy	14,857 +10,909	+276%	+$2.3M	0.3%	112
2025 Q4	$718K	Sell	3,948 -11,100	-74%	-$2.03M	0.1%	385
2025 Q3	$2.81M	Buy	15,048 +12,243	+436%	+$2.22M	0.43%	50
2025 Q2	$465K	Buy	+2,805	New	+$462K	0.07%	380
2024 Q4	–	Sell	-1,671	Closed	-$320K	–	465
2024 Q3	$320K	Buy	1,671 +70	+4%	+$13.6K	0.1%	321
2024 Q2	$294K	Buy	1,601 +469	+41%	+$90.7K	0.22%	204
2024 Q1	$220K	Buy	+1,132	New	+$218K	0.2%	246
2023 Q4	–	Sell	-5,919	Closed	-$1.18M	–	521
2023 Q3	$1.18M	Sell	5,919 -575	-9%	-$129K	0.35%	84
2023 Q2	$1.62M	Buy	6,494 +2,292	+55%	+$601K	0.86%	5
2023 Q1	$1.07M	Buy	+4,202	New	+$987K	0.63%	9

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Oak Thistle LLC's HSY Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in Hershey (HSY) in Q3 2026: 13,926 shares worth $2.19M. The stake represents 0.2% of the portfolio and ranks #201 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in HSY as recently as Q1 2026.

Oak Thistle LLC first reported a position in HSY in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.09M in Q1 2026. 318 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Oak Thistle LLC held 13,926 shares of Hershey worth $2.19M as of Q3 2026.
Hershey was a new Oak Thistle LLC position in Q3 2026.
Hershey made up 0.2% of Oak Thistle LLC's portfolio in Q3 2026, its #201 holding.
Oak Thistle LLC first reported a position in Hershey in Q1 2023 and has held it in 11 quarters since.
Oak Thistle LLC's Hershey position peaked at $3.09M in Q1 2026.
318 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.