USA Financial Formulas
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USA Financial Formulas’s Hershey HSY Stock Holding History

USA Financial Formulas’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
Q3 		$12.5K Buy
79
+18
+30% +$3.17K ﹤0.01% 298
2026
Q2 		$10.7K Buy
61
+29
+91% +$5.47K ﹤0.01% 358
2026
Q1 		$6.65K Buy
+32
New +$6.75K ﹤0.01% 319
2023
Q4 		– Sell
-6
Closed -$1.2K – 434
2023
Q3 		$1.2K Hold
6
– – ﹤0.01% 390
2023
Q2 		$1.5K Hold
6
– – ﹤0.01% 333
2023
Q1 		$1.53K Buy
+6
New +$1.41K ﹤0.01% 255
2022
Q3 		$1.34M Buy
6,091
+1,232
+25% +$276K 2.12% 7
2022
Q2 		$1.04M Sell
4,859
-206
-4% -$44.9K 1.31% 19
2022
Q1 		$1.1M Buy
5,065
+5,009
+8,945% +$1.02M 1.17% 20
2021
Q4 		$11K Sell
56
-5
-8% -$905 0.01% 190
2021
Q3 		$10K Buy
61
+15
+33% +$2.65K 0.01% 251
2021
Q2 		$8K Sell
46
-2
-4% -$337 0.01% 243
2021
Q1 		$8K Buy
48
+19
+66% +$2.86K 0.01% 220
2020
Q4 		$4K Buy
+29
New +$4.29K ﹤0.01% 206

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 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

USA Financial Formulas's HSY Position: Q3 2026 in Review

USA Financial Formulas increased its Hershey (HSY) stake by 30% in Q3 2026, buying an estimated $3.17K and bringing the position to 79 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

USA Financial Formulas first reported a position in HSY in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.34M in Q3 2022. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • USA Financial Formulas held 79 shares of Hershey worth $12.5K as of Q3 2026.
  • USA Financial Formulas bought 18 Hershey shares in Q3 2026, an estimated $3.17K.
  • Hershey made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2026, its #298 holding.
  • USA Financial Formulas first reported a position in Hershey in Q4 2020 and has held it in 14 quarters since.
  • USA Financial Formulas's Hershey position peaked at $1.34M in Q3 2022.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.