Ritholtz Wealth Management
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Ritholtz Wealth Management’s Hershey HSY Stock Holding History

Ritholtz Wealth Management’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 		$306K Sell
1,940
-128
-6% -$22.6K ﹤0.01% 1104
2026
Q2 		$363K Sell
2,068
-73
-3% -$13.8K 0.01% 973
2026
Q1 		$445K Sell
2,141
-73
-3% -$15.4K 0.01% 829
2025
Q4 		$403K Sell
2,214
-434
-16% -$79.3K 0.01% 791
2025
Q3 		$495K Buy
2,648
+463
+21% +$84.1K 0.01% 683
2025
Q2 		$363K Buy
2,185
+219
+11% +$36.1K 0.01% 739
2025
Q1 		$336K Buy
+1,966
New +$322K 0.01% 712
2024
Q4 		– Sell
-3,717
Closed -$713K – 877
2024
Q3 		$713K Sell
3,717
-8
-0.2% -$1.56K 0.02% 465
2024
Q2 		$685K Sell
3,725
-134
-3% -$25.9K 0.02% 439
2024
Q1 		$751K Buy
3,859
+143
+4% +$27.6K 0.03% 432
2023
Q4 		$693K Buy
3,716
+2,528
+213% +$479K 0.03% 413
2023
Q3 		$238K Sell
1,188
-12,460
-91% -$2.79M 0.01% 606
2023
Q2 		$3.41M Buy
13,648
+448
+3% +$118K 0.15% 85
2023
Q1 		$3.36M Buy
13,200
+11,484
+669% +$2.7M 0.17% 77
2022
Q4 		$397K Sell
1,716
-120
-7% -$27.7K 0.02% 406
2022
Q3 		$405K Buy
1,836
+846
+85% +$190K 0.02% 455
2022
Q2 		$213K Buy
990
+36
+4% +$7.84K 0.01% 485
2022
Q1 		$207K Buy
+954
New +$194K 0.01% 504

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Ritholtz Wealth Management's HSY Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Hershey (HSY) stake by 6.2% in Q3 2026, selling an estimated $22.6K and leaving 1,940 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Ritholtz Wealth Management first reported a position in HSY in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.41M in Q2 2023. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Ritholtz Wealth Management held 1,940 shares of Hershey worth $306K as of Q3 2026.
  • Ritholtz Wealth Management sold 128 Hershey shares in Q3 2026, an estimated $22.6K.
  • Hershey made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1104 holding.
  • Ritholtz Wealth Management first reported a position in Hershey in Q1 2022 and has held it in 18 quarters since.
  • Ritholtz Wealth Management's Hershey position peaked at $3.41M in Q2 2023.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.