Somerset Trust
HSY icon

Somerset Trust’s Hershey HSY Stock Holding History

Somerset Trust’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 		$572K Buy
3,629
+141
+4% +$24.8K 0.16% 97
2026
Q2 		$612K Buy
3,488
+52
+2% +$9.8K 0.17% 96
2026
Q1 		$714K Buy
3,436
+161
+5% +$34K 0.22% 83
2025
Q4 		$596K Buy
3,275
+151
+5% +$27.6K 0.18% 94
2025
Q3 		$584K Sell
3,124
-513
-14% -$93.2K 0.18% 94
2025
Q2 		$604K Sell
3,637
-82
-2% -$13.5K 0.2% 83
2025
Q1 		$636K Buy
3,719
+611
+20% +$100K 0.23% 74
2024
Q4 		$526K Sell
3,108
-954
-23% -$171K 0.2% 81
2024
Q3 		$779K Sell
4,062
-58
-1% -$11.3K 0.29% 65
2024
Q2 		$757K Buy
4,120
+87
+2% +$16.8K 0.31% 62
2024
Q1 		$784K Sell
4,033
-113
-3% -$21.8K 0.32% 63
2023
Q4 		$773K Sell
4,146
-385
-8% -$73K 0.34% 59
2023
Q3 		$907K Buy
4,531
+1
+0% +$224 0.41% 53
2023
Q2 		$1.13M Sell
4,530
-1,137
-20% -$298K 0.49% 50
2023
Q1 		$1.44M Sell
5,667
-144
-2% -$33.8K 0.63% 48
2022
Q4 		$1.35M Buy
5,811
+4,268
+277% +$984K 0.56% 51
2022
Q3 		$340K Buy
1,543
+9
+0.6% +$2.02K 0.16% 95
2022
Q2 		$330K Buy
1,534
+103
+7% +$22.4K 0.14% 101
2022
Q1 		$310K Buy
+1,431
New +$291K 0.12% 113
2015
Q2 		– Sell
-82
Closed -$8K – 175
2015
Q1 		$8K Hold
82
– – 0.01% 173
2014
Q4 		$9K Hold
82
– – 0.01% 170
2014
Q3 		$8K Hold
82
– – 0.01% 174
2014
Q2 		$8K Hold
82
– – 0.01% 173
2014
Q1 		$9K Hold
82
– – 0.01% 177
2013
Q4 		$8K Buy
+82
New +$7.88K 0.01% 178

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

Somerset Trust's HSY Position: Q3 2026 in Review

Somerset Trust increased its Hershey (HSY) stake by 4% in Q3 2026, buying an estimated $24.8K and bringing the position to 3,629 shares worth $572K. The position accounts for 0.16% of the portfolio, ranked #97.

Somerset Trust first reported a position in HSY in Q4 2013 and has held it in 25 quarters since. The position peaked at $1.44M in Q1 2023. 840 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Somerset Trust held 3,629 shares of Hershey worth $572K as of Q3 2026.
  • Somerset Trust bought 141 Hershey shares in Q3 2026, an estimated $24.8K.
  • Hershey made up 0.16% of Somerset Trust's portfolio in Q3 2026, its #97 holding.
  • Somerset Trust first reported a position in Hershey in Q4 2013 and has held it in 25 quarters since.
  • Somerset Trust's Hershey position peaked at $1.44M in Q1 2023.
  • 840 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.