Toth Financial Advisory’s Hershey HSY Stock Holding History

Toth Financial Advisory’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	$2.2M	Buy	12,512 +4,005	+47%	+$755K	0.21%	103
2026 Q1	$1.77M	Buy	8,507 +597	+8%	+$126K	0.19%	104
2025 Q4	$1.44M	Sell	7,910 -114	-1%	-$20.8K	0.16%	115
2025 Q3	$1.5M	Sell	8,024 -61	-0.8%	-$11.1K	0.16%	110
2025 Q2	$1.34M	Sell	8,085 -709	-8%	-$117K	0.16%	109
2025 Q1	$1.5M	Sell	8,794 -889	-9%	-$146K	0.18%	106
2024 Q4	$1.64M	Sell	9,683 -2,038	-17%	-$365K	0.19%	105
2024 Q3	$2.25M	Sell	11,721 -493	-4%	-$95.8K	0.27%	99
2024 Q2	$2.25M	Sell	12,214 -538	-4%	-$104K	0.29%	96
2024 Q1	$2.48M	Sell	12,752 -31	-0.2%	-$5.98K	0.31%	95
2023 Q4	$2.38M	Sell	12,783 -1,143	-8%	-$217K	0.32%	89
2023 Q3	$2.79M	Sell	13,926 -298	-2%	-$66.7K	0.42%	72
2023 Q2	$3.55M	Sell	14,224 -628	-4%	-$165K	0.51%	69
2023 Q1	$3.78M	Sell	14,852 -221	-1%	-$51.9K	0.59%	65
2022 Q4	$3.49M	Buy	15,073 +1,552	+11%	+$358K	0.57%	63
2022 Q3	$2.98M	Buy	13,521 +502	+4%	+$113K	0.54%	66
2022 Q2	$2.8M	Sell	13,019 -1,695	-12%	-$369K	0.49%	71
2022 Q1	$3.19M	Sell	14,714 -744	-5%	-$151K	0.48%	69
2021 Q4	$2.99M	Buy	15,458 +711	+5%	+$129K	0.41%	77
2021 Q3	$2.5M	Sell	14,747 -138	-0.9%	-$24.4K	0.38%	76
2021 Q2	$2.59M	Sell	14,885 -62	-0.4%	-$10.4K	0.4%	78
2021 Q1	$2.36M	Buy	14,947 +1,370	+10%	+$206K	0.38%	78
2020 Q4	$2.07M	Sell	13,577 -23	-0.2%	-$3.4K	0.35%	77
2020 Q3	$1.95M	Buy	13,600 +762	+6%	+$108K	0.37%	74
2020 Q2	$1.66M	Buy	12,838 +18	+0.1%	+$2.42K	0.36%	74
2020 Q1	$1.7M	Sell	12,820 -820	-6%	-$121K	0.49%	63
2019 Q4	$2M	Sell	13,640 -369	-3%	-$54.7K	0.41%	67
2019 Q3	$2.17M	Sell	14,009 -1,410	-9%	-$213K	0.48%	66
2019 Q2	$2.07M	Sell	15,419 -914	-6%	-$116K	0.46%	66
2019 Q1	$1.88M	Buy	16,333 +4,083	+33%	+$445K	0.44%	66
2018 Q4	$1.31M	Buy	12,250 +4,082	+50%	+$434K	0.36%	69
2018 Q3	$833K	Buy	8,168 +4,852	+146%	+$480K	0.18%	99
2018 Q2	$309K	Buy	3,316 +908	+38%	+$84.7K	0.07%	131
2018 Q1	$238K	Buy	2,408 +898	+59%	+$92.8K	0.06%	145
2017 Q4	$171K	Buy	+1,510	New	+$166K	0.04%	151

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Toth Financial Advisory's HSY Position: Q2 2026 in Review

Toth Financial Advisory increased its Hershey (HSY) stake by 47% in Q2 2026, buying an estimated $755K and bringing the position to 12,512 shares worth $2.2M. The position accounts for 0.21% of the portfolio, ranked #103.

Toth Financial Advisory first reported a position in HSY in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.78M in Q1 2023. 395 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Toth Financial Advisory held 12,512 shares of Hershey worth $2.2M as of Q2 2026.
Toth Financial Advisory bought 4,005 Hershey shares in Q2 2026, an estimated $755K.
Hershey made up 0.21% of Toth Financial Advisory's portfolio in Q2 2026, its #103 holding.
Toth Financial Advisory first reported a position in Hershey in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's Hershey position peaked at $3.78M in Q1 2023.
395 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.