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Spinnaker Investment Group’s Hershey HSY Stock Holding History

Spinnaker Investment Group’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 		$437K Buy
2,492
+6
+0.2% +$1.13K 0.07% 110
2026
Q1 		$517K Sell
2,486
-6
-0.2% -$1.26K 0.11% 74
2025
Q4 		$453K Buy
2,492
+203
+9% +$37.1K 0.08% 97
2025
Q3 		$428K Buy
2,289
+247
+12% +$44.9K 0.08% 94
2025
Q2 		$339K Sell
2,042
-1
-0% -$165 0.08% 74
2025
Q1 		$349K Sell
2,043
-10
-0.5% -$1.64K 0.08% 76
2024
Q4 		$348K Buy
+2,053
New +$368K 0.08% 70

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

Spinnaker Investment Group's HSY Position: Q2 2026 in Review

Spinnaker Investment Group increased its Hershey (HSY) stake by 0.24% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,492 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #110.

Spinnaker Investment Group first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q1 2026. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Spinnaker Investment Group held 2,492 shares of Hershey worth $437K as of Q2 2026.
  • Spinnaker Investment Group bought 6 Hershey shares in Q2 2026, an estimated $1.13K.
  • Hershey made up 0.07% of Spinnaker Investment Group's portfolio in Q2 2026, its #110 holding.
  • Spinnaker Investment Group first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Spinnaker Investment Group's Hershey position peaked at $517K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.