Tradewinds Capital Management’s Hershey HSY Stock Holding History

Tradewinds Capital Management’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	$31.7K	Hold	180	–	–	0.01%	271
2026 Q1	$37.5K	Hold	180	–	–	0.01%	253
2025 Q4	$32.8K	Hold	180	–	–	0.01%	258
2025 Q3	$33.6K	Hold	180	–	–	0.01%	247
2025 Q2	$29.8K	Buy	180 +1	+0.6%	+$165	0.01%	247
2025 Q1	$30.7K	Buy	179 +101	+129%	+$16.5K	0.01%	242
2024 Q4	$13.2K	Hold	78	–	–	﹤0.01%	342
2024 Q3	$14.9K	Hold	78	–	–	﹤0.01%	305
2024 Q2	$14.3K	Buy	78 +10	+15%	+$1.94K	﹤0.01%	296
2024 Q1	$13.1K	Buy	68 +1	+1%	+$193	﹤0.01%	284
2023 Q4	$12.6K	Hold	67	–	–	0.01%	227
2023 Q3	$13.5K	Hold	67	–	–	﹤0.01%	215
2023 Q2	$16.8K	Hold	67	–	–	0.01%	192
2023 Q1	$17.1K	Hold	67	–	–	0.01%	196
2022 Q4	$15.5K	Hold	67	–	–	0.01%	181
2022 Q3	$15K	Hold	67	–	–	0.01%	180
2022 Q2	$14K	Hold	67	–	–	0.01%	182
2022 Q1	$14K	Hold	67	–	–	﹤0.01%	426
2021 Q4	$13K	Hold	67	–	–	﹤0.01%	448
2021 Q3	$11K	Hold	67	–	–	﹤0.01%	452
2021 Q2	$12K	Hold	67	–	–	﹤0.01%	450
2021 Q1	$11K	Buy	67 +1	+2%	+$151	﹤0.01%	440
2020 Q4	$10K	Hold	66	–	–	﹤0.01%	420
2020 Q3	$10K	Hold	66	–	–	﹤0.01%	395
2020 Q2	$9K	Hold	66	–	–	﹤0.01%	408
2020 Q1	$9K	Sell	66 -15	-19%	-$2.21K	﹤0.01%	365
2019 Q4	$12K	Hold	81	–	–	﹤0.01%	382
2019 Q3	$13K	Hold	81	–	–	0.01%	333
2019 Q2	$11K	Hold	81	–	–	﹤0.01%	358
2019 Q1	$9K	Buy	81 +1	+1%	+$109	﹤0.01%	394
2018 Q4	$9K	Buy	80 +30	+60%	+$3.19K	﹤0.01%	399
2018 Q3	$5K	Sell	50 -50	-50%	-$4.94K	﹤0.01%	494
2018 Q2	$9K	Buy	100 +50	+100%	+$4.66K	﹤0.01%	424
2018 Q1	$5K	Sell	50 -156	-76%	-$16.1K	﹤0.01%	478
2017 Q4	$23K	Hold	206	–	–	0.01%	289
2017 Q3	$22K	Hold	206	–	–	0.01%	288
2017 Q2	$22K	Sell	206 -44	-18%	-$4.85K	0.01%	278
2017 Q1	$27K	Hold	250	–	–	0.02%	258
2016 Q4	$26K	Hold	250	–	–	0.02%	264
2016 Q3	$24K	Hold	250	–	–	0.02%	279
2016 Q2	$28K	Hold	250	–	–	0.02%	263
2016 Q1	$23K	Hold	250	–	–	0.02%	307
2015 Q4	$22K	Hold	250	–	–	0.02%	296
2015 Q3	$23K	Hold	250	–	–	0.02%	277
2015 Q2	$22K	Hold	250	–	–	0.02%	310
2015 Q1	$25K	Sell	250 -25	-9%	-$2.61K	0.02%	275
2014 Q4	$29K	Hold	275	–	–	0.02%	260
2014 Q3	$26K	Buy	275 +25	+10%	+$2.31K	0.02%	274
2014 Q2	$24K	Sell	250 -353	-59%	-$34.6K	0.02%	289
2014 Q1	$63K	Hold	603	–	–	0.05%	199
2013 Q4	$59K	Buy	+603	New	+$58K	0.05%	194

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

Tradewinds Capital Management's HSY Position: Q2 2026 in Review

Tradewinds Capital Management held its Hershey (HSY) position steady in Q2 2026 at 180 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #271.

Tradewinds Capital Management first reported a position in HSY in Q4 2013 and has held it in 51 quarters since. The position peaked at $63K in Q1 2014. 419 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Tradewinds Capital Management held 180 shares of Hershey worth $31.7K as of Q2 2026.
Tradewinds Capital Management left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #271 holding.
Tradewinds Capital Management first reported a position in Hershey in Q4 2013 and has held it in 51 quarters since.
Tradewinds Capital Management's Hershey position peaked at $63K in Q1 2014.
419 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.