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Sowell Financial Services’s Hershey HSY Stock Holding History

Sowell Financial Services’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 		$2.93M Buy
16,684
+1,982
+13% +$374K 0.1% 223
2026
Q1 		$3.06M Buy
14,702
+640
+5% +$135K 0.11% 194
2025
Q4 		$2.56M Sell
14,062
-1,325
-9% -$242K 0.09% 222
2025
Q3 		$2.88M Buy
15,387
+1,146
+8% +$208K 0.11% 194
2025
Q2 		$2.36M Buy
14,241
+1,245
+10% +$205K 0.1% 217
2025
Q1 		$2.22M Buy
12,996
+2,618
+25% +$429K 0.1% 214
2024
Q4 		$1.76M Buy
+10,378
New +$1.86M 0.09% 235
2023
Q2 		– Sell
-1,099
Closed -$280K – 666
2023
Q1 		$280K Buy
+1,099
New +$258K 0.02% 582
2021
Q2 		– Sell
-290
Closed -$49K – 1495
2021
Q1 		$49K Buy
290
+150
+107% +$22.6K ﹤0.01% 1666
2020
Q4 		$21K Sell
140
-3
-2% -$444 ﹤0.01% 1721
2020
Q3 		$21K Sell
143
-3
-2% -$425 ﹤0.01% 1539
2020
Q2 		$19K Buy
146
+34
+30% +$4.57K ﹤0.01% 1479
2020
Q1 		$15K Sell
112
-3,261
-97% -$481K ﹤0.01% 1477
2019
Q4 		$496K Sell
3,373
-1,457
-30% -$216K 0.04% 451
2019
Q3 		$749K Buy
+4,830
New +$729K 0.06% 306
2017
Q1 		– Sell
-236
Closed -$26K – 399
2016
Q4 		$26K Buy
+236
New +$23.3K 0.01% 397

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
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sowell Financial Services's HSY Position: Q2 2026 in Review

Sowell Financial Services increased its Hershey (HSY) stake by 13% in Q2 2026, buying an estimated $374K and bringing the position to 16,684 shares worth $2.93M. The position accounts for 0.1% of the portfolio, ranked #223.

Sowell Financial Services first reported a position in HSY in Q4 2016 and has held it in 16 quarters since. The position peaked at $3.06M in Q1 2026. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Sowell Financial Services held 16,684 shares of Hershey worth $2.93M as of Q2 2026.
  • Sowell Financial Services bought 1,982 Hershey shares in Q2 2026, an estimated $374K.
  • Hershey made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #223 holding.
  • Sowell Financial Services first reported a position in Hershey in Q4 2016 and has held it in 16 quarters since.
  • Sowell Financial Services's Hershey position peaked at $3.06M in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.