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Pine Valley Investments’s Hershey HSY Stock Holding History

Pine Valley Investments’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 		$343K Sell
1,955
-15
-0.8% -$2.83K 0.01% 471
2026
Q1 		$409K Buy
1,970
+154
+8% +$32.5K 0.02% 412
2025
Q4 		$330K Sell
1,816
-300
-14% -$54.8K 0.02% 427
2025
Q3 		$396K Sell
2,116
-998
-32% -$181K 0.02% 390
2025
Q2 		$517K Sell
3,114
-54
-2% -$8.9K 0.03% 338
2025
Q1 		$542K Sell
3,168
-2,665
-46% -$436K 0.03% 324
2024
Q4 		$988K Buy
5,833
+136
+2% +$24.4K 0.06% 243
2024
Q3 		$1.09M Buy
5,697
+153
+3% +$29.7K 0.07% 230
2024
Q2 		$1.02M Buy
5,544
+884
+19% +$171K 0.07% 229
2024
Q1 		$906K Sell
4,660
-114
-2% -$22K 0.06% 241
2023
Q4 		$890K Sell
4,774
-940
-16% -$178K 0.06% 230
2023
Q3 		$1.14M Buy
5,714
+1,770
+45% +$396K 0.1% 197
2023
Q2 		$985K Buy
3,944
+742
+23% +$195K 0.1% 193
2023
Q1 		$878K Buy
+3,202
New +$752K 0.13% 144

Other funds holding HSY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
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
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Pine Valley Investments's HSY Position: Q2 2026 in Review

Pine Valley Investments reduced its Hershey (HSY) stake by 0.76% in Q2 2026, selling an estimated $2.83K and leaving 1,955 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #471.

Pine Valley Investments first reported a position in HSY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.14M in Q3 2023. 711 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Pine Valley Investments held 1,955 shares of Hershey worth $343K as of Q2 2026.
  • Pine Valley Investments sold 15 Hershey shares in Q2 2026, an estimated $2.83K.
  • Hershey made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #471 holding.
  • Pine Valley Investments first reported a position in Hershey in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Hershey position peaked at $1.14M in Q3 2023.
  • 711 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.