Summit Securities Group
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Summit Securities Group’s Hershey HSY Stock Holding History

Summit Securities 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
2020
Q3 		– Sell
-90
Closed -$1.17M – 429
2020
Q2 		$1.17M Hold
90
– – 0.15% 135
2020
Q1 		$1.19M Buy
+90
New +$13.3K 0.21% 102

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Summit Securities Group's HSY Position: Q3 2026 in Review

Summit Securities Group sold out of Hershey (HSY) in Q3 2026, closing a stake of 34 shares — an estimated $5.96K sold.

Summit Securities Group first reported a position in HSY in Q3 2014 and held it in 24 quarters. The position peaked at $1.48M in Q3 2022. 740 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Summit Securities Group reported no remaining Hershey position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 34 Hershey shares in Q3 2026, an estimated $5.96K.
  • Summit Securities Group first reported a position in Hershey in Q3 2014 and held it in 24 quarters.
  • Summit Securities Group's Hershey position peaked at $1.48M in Q3 2022.
  • 740 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.