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Scharf Investments’s Hershey HSY Stock Holding History

Scharf 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 		$62.5M Sell
355,964
-62,152
-15% -$11.7M 2.06% 21
2026
Q1 		$86.9M Sell
418,116
-77,660
-16% -$16.4M 2.68% 18
2025
Q4 		$90.2M Sell
495,776
-38,244
-7% -$6.99M 2.42% 21
2025
Q3 		$99.9M Sell
534,020
-11,838
-2% -$2.15M 2.51% 15
2025
Q2 		$90.6M Buy
+545,858
New +$90M 2.61% 18
2020
Q2 		– Sell
-4,088
Closed -$541K – 39
2020
Q1 		$541K Sell
4,088
-1,101
-21% -$162K 0.03% 33
2019
Q4 		$763K Sell
5,189
-324
-6% -$48K 0.03% 30
2019
Q3 		$855K Sell
5,513
-716,560
-99% -$108M 0.03% 29
2019
Q2 		$96.8M Sell
722,073
-396,587
-35% -$50.4M 3.81% 14
2019
Q1 		$128M Sell
1,118,660
-32,980
-3% -$3.59M 4.95% 7
2018
Q4 		$123M Sell
1,151,640
-173,293
-13% -$18.4M 4.9% 5
2018
Q3 		$135M Sell
1,324,933
-156,391
-11% -$15.5M 4.7% 7
2018
Q2 		$138M Buy
1,481,324
+241,662
+19% +$22.5M 4.93% 5
2018
Q1 		$123M Sell
1,239,662
-45,548
-4% -$4.71M 3.44% 15
2017
Q4 		$146M Buy
1,285,210
+786,303
+158% +$86.5M 3.31% 16
2017
Q3 		$54.5M Buy
+498,907
New +$53.1M 1.32% 25

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Scharf Investments's HSY Position: Q2 2026 in Review

Scharf Investments reduced its Hershey (HSY) stake by 15% in Q2 2026, selling an estimated $11.7M and leaving 355,964 shares worth $62.5M. The position accounts for 2.06% of the portfolio, ranked #21.

Scharf Investments first reported a position in HSY in Q3 2017 and has held it in 16 quarters since. The position peaked at $146M in Q4 2017. 302 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Scharf Investments held 355,964 shares of Hershey worth $62.5M as of Q2 2026.
  • Scharf Investments sold 62,152 Hershey shares in Q2 2026, an estimated $11.7M.
  • Hershey made up 2.06% of Scharf Investments's portfolio in Q2 2026, its #21 holding.
  • Scharf Investments first reported a position in Hershey in Q3 2017 and has held it in 16 quarters since.
  • Scharf Investments's Hershey position peaked at $146M in Q4 2017.
  • 302 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.