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RFG Advisory’s Hershey HSY Stock Holding History

RFG Advisory’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 		$440K Buy
2,506
+24
+1% +$4.53K 0.01% 831
2026
Q1 		$516K Buy
2,482
+218
+10% +$46K 0.01% 733
2025
Q4 		$412K Sell
2,264
-303
-12% -$55.4K 0.01% 761
2025
Q3 		$480K Buy
+2,567
New +$466K 0.01% 697
2025
Q2 		– Sell
-1,257
Closed -$215K – 945
2025
Q1 		$215K Sell
1,257
-6,008
-83% -$984K 0.01% 808
2024
Q4 		$1.23M Sell
7,265
-2,331
-24% -$418K 0.03% 335
2024
Q3 		$1.84M Buy
9,596
+593
+7% +$115K 0.06% 265
2024
Q2 		$1.66M Buy
9,003
+4,616
+105% +$893K 0.05% 258
2024
Q1 		$853K Buy
4,387
+2,724
+164% +$525K 0.03% 382
2023
Q4 		$310K Sell
1,663
-21
-1% -$3.98K 0.01% 545
2023
Q3 		$337K Buy
1,684
+228
+16% +$51K 0.02% 484
2023
Q2 		$364K Buy
1,456
+181
+14% +$47.5K 0.02% 486
2023
Q1 		$324K Buy
1,275
+279
+28% +$65.5K 0.02% 493
2022
Q4 		$235K Sell
996
-162
-14% -$37.3K 0.01% 556
2022
Q3 		$267K Buy
+1,158
New +$260K 0.02% 515
2022
Q2 		– Sell
-991
Closed -$215K – 576
2022
Q1 		$215K Buy
+991
New +$201K 0.01% 478

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RFG Advisory's HSY Position: Q2 2026 in Review

RFG Advisory increased its Hershey (HSY) stake by 0.97% in Q2 2026, buying an estimated $4.53K and bringing the position to 2,506 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #831.

RFG Advisory first reported a position in HSY in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.84M in Q3 2024. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • RFG Advisory held 2,506 shares of Hershey worth $440K as of Q2 2026.
  • RFG Advisory bought 24 Hershey shares in Q2 2026, an estimated $4.53K.
  • Hershey made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #831 holding.
  • RFG Advisory first reported a position in Hershey in Q1 2022 and has held it in 16 quarters since.
  • RFG Advisory's Hershey position peaked at $1.84M in Q3 2024.
  • 386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.