Waterfront Wealth
HSY icon

Waterfront Wealth’s Hershey HSY Stock Holding History

Waterfront Wealth’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 		$998K Buy
5,913
+33
+0.6% +$5.81K 0.16% 165
2026
Q2 		$1.02M Buy
5,880
+51
+0.9% +$9.6K 0.16% 164
2026
Q1 		$1.21M Buy
5,829
+277
+5% +$58.4K 0.22% 136
2025
Q4 		$1.05M Buy
5,552
+19
+0.3% +$3.47K 0.2% 145
2025
Q3 		$1.02M Buy
5,533
+1
+0% +$182 0.21% 140
2025
Q2 		$918K Sell
5,532
-174
-3% -$28.7K 0.21% 142
2025
Q1 		$976K Sell
5,706
-38
-0.7% -$6.22K 0.24% 133
2024
Q4 		$973K Buy
5,744
+82
+1% +$14.7K 0.24% 137
2024
Q3 		$1.04M Buy
5,662
+117
+2% +$22.7K 0.25% 127
2024
Q2 		$1.02M Buy
5,545
+1,016
+22% +$197K 0.28% 112
2024
Q1 		$846K Buy
4,529
+1,154
+34% +$223K 0.24% 134
2023
Q4 		$629K Buy
+3,375
New +$640K 0.19% 152

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Waterfront Wealth's HSY Position: Q3 2026 in Review

Waterfront Wealth increased its Hershey (HSY) stake by 0.56% in Q3 2026, buying an estimated $5.81K and bringing the position to 5,913 shares worth $998K. The position accounts for 0.16% of the portfolio, ranked #165.

Waterfront Wealth first reported a position in HSY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q1 2026. 740 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Waterfront Wealth held 5,913 shares of Hershey worth $998K as of Q3 2026.
  • Waterfront Wealth bought 33 Hershey shares in Q3 2026, an estimated $5.81K.
  • Hershey made up 0.16% of Waterfront Wealth's portfolio in Q3 2026, its #165 holding.
  • Waterfront Wealth first reported a position in Hershey in Q4 2023 and has held it in 12 quarters since.
  • Waterfront Wealth's Hershey position peaked at $1.21M in Q1 2026.
  • 740 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.