Precedent Wealth Partners’s Hershey HSY Stock Holding History

Precedent Wealth Partners’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	–	Sell	-9,655	Closed	-$2.01M	–	209
2026 Q1	$2.01M	Buy	9,655 +498	+5%	+$105K	0.4%	75
2025 Q4	$1.67M	Buy	9,157 +827	+10%	+$151K	0.35%	86
2025 Q3	$1.56M	Buy	8,330 +940	+13%	+$171K	0.34%	84
2025 Q2	$1.23M	Buy	7,390 +1,464	+25%	+$241K	0.3%	98
2025 Q1	$1.01M	Buy	5,926 +1,743	+42%	+$285K	0.28%	99
2024 Q4	$708K	Buy	4,183 +105	+3%	+$18.8K	0.23%	103
2024 Q3	$782K	Buy	4,078 +289	+8%	+$56.2K	0.26%	95
2024 Q2	$697K	Buy	3,789 +296	+8%	+$57.3K	0.28%	81
2024 Q1	$679K	Buy	+3,493	New	+$674K	0.29%	86

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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Precedent Wealth Partners's HSY Position: Q2 2026 in Review

Precedent Wealth Partners sold out of Hershey (HSY) in Q2 2026, closing a stake of 9,655 shares — an estimated $2.01M sold.

Precedent Wealth Partners first reported a position in HSY in Q1 2024 and held it in 9 quarters. The position peaked at $2.01M in Q1 2026. 387 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Precedent Wealth Partners reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Precedent Wealth Partners sold 9,655 Hershey shares in Q2 2026, an estimated $2.01M.
Precedent Wealth Partners first reported a position in Hershey in Q1 2024 and held it in 9 quarters.
Precedent Wealth Partners's Hershey position peaked at $2.01M in Q1 2026.
387 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.