Shade Tree Advisors’s Hershey HSY Stock Holding History

Shade Tree Advisors’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	$299K	Buy	+1,900	New	+$335K	0.16%	53

Other funds holding HSY

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Shade Tree Advisors's HSY Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Hershey (HSY) in Q3 2026: 1,900 shares worth $299K. The stake represents 0.16% of the portfolio and ranks #53 among its holdings.

518 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Shade Tree Advisors held 1,900 shares of Hershey worth $299K as of Q3 2026.
Hershey was a new Shade Tree Advisors position in Q3 2026.
Hershey made up 0.16% of Shade Tree Advisors's portfolio in Q3 2026, its #53 holding.
518 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.