Valeo Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Sell |
6,453
-547
| -8% | -$103K | 0.02% | 285 |
|
|
2026
Q1 | $1.46M | Sell |
7,000
-5,368
| -43% | -$1.13M | 0.03% | 208 |
|
|
2025
Q4 | $2.25M | Sell |
12,368
-2,644
| -18% | -$483K | 0.05% | 162 |
|
|
2025
Q3 | $2.81M | Buy |
15,012
+289
| +2% | +$52.5K | 0.06% | 131 |
|
|
2025
Q2 | $2.44M | Sell |
14,723
-93
| -0.6% | -$15.3K | 0.06% | 150 |
|
|
2025
Q1 | $2.53M | Buy |
14,816
+3,249
| +28% | +$532K | 0.07% | 126 |
|
|
2024
Q4 | $1.96M | Buy |
11,567
+360
| +3% | +$64.6K | 0.05% | 156 |
|
|
2024
Q3 | $2.15M | Sell |
11,207
-375
| -3% | -$72.9K | 0.06% | 145 |
|
|
2024
Q2 | $2.13M | Buy |
11,582
+1,265
| +12% | +$245K | 0.07% | 136 |
|
|
2024
Q1 | $1.94M | Buy |
10,317
+4,281
| +71% | +$826K | 0.07% | 148 |
|
|
2023
Q4 | $1.13M | Buy |
6,036
+1,466
| +32% | +$278K | 0.05% | 207 |
|
|
2023
Q3 | $914K | Buy |
4,570
+216
| +5% | +$48.4K | 0.04% | 226 |
|
|
2023
Q2 | $1.09M | Buy |
4,354
+916
| +27% | +$240K | 0.05% | 195 |
|
|
2023
Q1 | $875K | Buy |
3,438
+262
| +8% | +$61.6K | 0.04% | 236 |
|
|
2022
Q4 | $735K | Buy |
3,176
+119
| +4% | +$27.4K | 0.04% | 227 |
|
|
2022
Q3 | $674K | Buy |
3,057
+1
| +0% | +$224 | 0.04% | 217 |
|
|
2022
Q2 | $658K | Buy |
3,056
+8
| +0.3% | +$1.74K | 0.04% | 213 |
|
|
2022
Q1 | $660K | Sell |
3,048
-1
| -0% | -$203 | 0.03% | 270 |
|
|
2021
Q4 | $590K | Sell |
3,049
-11
| -0.4% | -$1.99K | 0.03% | 269 |
|
|
2021
Q3 | $518K | Buy |
3,060
+85
| +3% | +$15K | 0.03% | 291 |
|
|
2021
Q2 | $518K | Hold |
2,975
| – | – | 0.03% | 255 |
|
|
2021
Q1 | $471K | Buy |
2,975
+62
| +2% | +$9.34K | 0.02% | 283 |
|
|
2020
Q4 | $444K | Buy |
2,913
+269
| +10% | +$39.8K | 0.02% | 264 |
|
|
2020
Q3 | $379K | Buy |
2,644
+105
| +4% | +$14.9K | 0.03% | 222 |
|
|
2020
Q2 | $329K | Buy |
2,539
+29
| +1% | +$3.9K | 0.03% | 238 |
|
|
2020
Q1 | $361K | Buy |
2,510
+28
| +1% | +$4.13K | 0.04% | 208 |
|
|
2019
Q4 | $365K | Sell |
2,482
-1,169
| -32% | -$173K | 0.04% | 230 |
|
|
2019
Q3 | $566K | Sell |
3,651
-633
| -15% | -$95.6K | 0.06% | 163 |
|
|
2019
Q2 | $574K | Sell |
4,284
-85
| -2% | -$10.8K | 0.07% | 170 |
|
|
2019
Q1 | $502K | Sell |
4,369
-1,700
| -28% | -$185K | 0.06% | 177 |
|
|
2018
Q4 | $651K | Buy |
6,069
+8
| +0.1% | +$851 | 0.09% | 151 |
|
|
2018
Q3 | $649K | Buy |
6,061
+175
| +3% | +$17.3K | 0.09% | 153 |
|
|
2018
Q2 | $577K | Buy |
5,886
+1,585
| +37% | +$148K | 0.08% | 154 |
|
|
2018
Q1 | $426K | Buy |
4,301
+2,707
| +170% | +$280K | 0.07% | 167 |
|
|
2017
Q4 | $181K | Hold |
1,594
| – | – | 0.03% | 251 |
|
|
2017
Q3 | $174K | Buy |
+1,594
| New | +$170K | 0.04% | 214 |
|
Other funds holding HSY
CIM
DLA
SI
AT
Valeo Financial Advisors's HSY Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Hershey (HSY) stake by 7.8% in Q2 2026, selling an estimated $103K and leaving 6,453 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #285.
Valeo Financial Advisors first reported a position in HSY in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.81M in Q3 2025. 408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.
- Valeo Financial Advisors held 6,453 shares of Hershey worth $1.13M as of Q2 2026.
- Valeo Financial Advisors sold 547 Hershey shares in Q2 2026, an estimated $103K.
- Hershey made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #285 holding.
- Valeo Financial Advisors first reported a position in Hershey in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Hershey position peaked at $2.81M in Q3 2025.
- 408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.