VIP
HSY icon

Vista Investment Partners’s Hershey HSY Stock Holding History

Vista Investment Partners’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 		– Sell
-1,206
Closed -$212K – 173
2026
Q2 		$212K Buy
1,206
+3
+0.2% +$566 0.05% 160
2026
Q1 		$250K Buy
1,203
+3
+0.3% +$633 0.07% 152
2025
Q4 		$218K Hold
1,200
– – 0.06% 152
2025
Q3 		$224K Buy
+1,200
New +$218K 0.06% 147
2025
Q2 		– Sell
-1,200
Closed -$205K – 159
2025
Q1 		$205K Sell
1,200
-52
-4% -$8.51K 0.06% 150
2024
Q4 		$212K Hold
1,252
– – 0.07% 146
2024
Q3 		$240K Buy
1,252
+1
+0.1% +$194 0.08% 138
2024
Q2 		$230K Hold
1,251
– – 0.08% 140
2024
Q1 		$243K Sell
1,251
-69
-5% -$13.3K 0.08% 130
2023
Q4 		$246K Buy
+1,320
New +$250K 0.09% 126

Other funds holding HSY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Vista Investment Partners's HSY Position: Q3 2026 in Review

Vista Investment Partners sold out of Hershey (HSY) in Q3 2026, closing a stake of 1,206 shares — an estimated $212K sold.

Vista Investment Partners first reported a position in HSY in Q4 2023 and held it in 10 quarters. The position peaked at $250K in Q1 2026. 160 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Vista Investment Partners reported no remaining Hershey position as of Q3 2026 after selling out during the quarter.
  • Vista Investment Partners sold 1,206 Hershey shares in Q3 2026, an estimated $212K.
  • Vista Investment Partners first reported a position in Hershey in Q4 2023 and held it in 10 quarters.
  • Vista Investment Partners's Hershey position peaked at $250K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.