SIS
HSY icon

Sound Income Strategies’s Hershey HSY Stock Holding History

Sound Income Strategies’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 		– Sell
-729
Closed -$148K – 1320
2026
Q1 		$148K Buy
729
+309
+74% +$65.2K 0.01% 495
2025
Q4 		$83.1K Buy
420
+6
+1% +$1.1K ﹤0.01% 630
2025
Q3 		$79.7K Sell
414
-59
-12% -$10.7K ﹤0.01% 451
2025
Q2 		$78.5K Sell
473
-223
-32% -$36.8K ﹤0.01% 427
2025
Q1 		$119K Buy
696
+76
+12% +$12.4K 0.01% 365
2024
Q4 		$105K Buy
620
+96
+18% +$17.2K 0.01% 346
2024
Q3 		$101K Buy
524
+31
+6% +$6.03K 0.01% 341
2024
Q2 		$90.7K Buy
493
+7
+1% +$1.35K 0.01% 348
2024
Q1 		$94.6K Buy
486
+57
+13% +$11K 0.01% 320
2023
Q4 		$79.9K Buy
429
+426
+14,200% +$80.7K 0.01% 326
2023
Q3 		$600 Hold
3
– – ﹤0.01% 1053
2023
Q2 		$749 Hold
3
– – ﹤0.01% 1006
2023
Q1 		$763 Sell
3
-33
-92% -$7.75K ﹤0.01% 953
2022
Q4 		$8.34K Buy
36
+33
+1,100% +$7.61K ﹤0.01% 560
2022
Q3 		$1K Buy
+3
New +$672 ﹤0.01% 792

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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

Sound Income Strategies's HSY Position: Q2 2026 in Review

Sound Income Strategies sold out of Hershey (HSY) in Q2 2026, closing a stake of 729 shares — an estimated $148K sold.

Sound Income Strategies first reported a position in HSY in Q3 2022 and held it in 15 quarters. The position peaked at $148K in Q1 2026. 553 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Sound Income Strategies reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 729 Hershey shares in Q2 2026, an estimated $148K.
  • Sound Income Strategies first reported a position in Hershey in Q3 2022 and held it in 15 quarters.
  • Sound Income Strategies's Hershey position peaked at $148K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.