Peterson Wealth Services
HSY icon

Peterson Wealth Services’s Hershey HSY Stock Holding History

Peterson Wealth Services’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 		$3.15K Hold
20
– – ﹤0.01% 198
2026
Q2 		$3.51K Hold
20
– – ﹤0.01% 217
2026
Q1 		$4.16K Hold
20
– – ﹤0.01% 194
2025
Q4 		$3.64K Sell
20
-9,557
-100% -$1.75M ﹤0.01% 197
2025
Q3 		$3.74K Buy
9,577
+9,557
+47,785% +$1.74M ﹤0.01% 196
2025
Q2 		$3.32K Buy
+20
New +$3.3K ﹤0.01% 191

Other funds holding HSY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Peterson Wealth Services's HSY Position: Q3 2026 in Review

Peterson Wealth Services held its Hershey (HSY) position steady in Q3 2026 at 20 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Peterson Wealth Services first reported a position in HSY in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.16K in Q1 2026. 642 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Peterson Wealth Services held 20 shares of Hershey worth $3.15K as of Q3 2026.
  • Peterson Wealth Services left its Hershey share count unchanged in Q3 2026.
  • Hershey made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #198 holding.
  • Peterson Wealth Services first reported a position in Hershey in Q2 2025 and has held it in 6 quarters since.
  • Peterson Wealth Services's Hershey position peaked at $4.16K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.