Wealthquest’s Hershey HSY Stock Holding History

Wealthquest’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	$1.03M	Buy	5,878 +2	+0%	+$377	0.07%	63
2026 Q1	$1.22M	Sell	5,876 -1,364	-19%	-$288K	0.09%	49
2025 Q4	$1.32M	Buy	+7,240	New	+$1.32M	0.1%	47
2025 Q3	–	Sell	-7,213	Closed	-$1.2M	–	74
2025 Q2	$1.2M	Buy	7,213 +1	+0%	+$165	0.09%	44
2025 Q1	$1.23M	Buy	7,212 +11	+0.2%	+$1.8K	0.1%	41
2024 Q4	$1.22M	Hold	7,201	–	–	0.1%	46
2024 Q3	$1.38M	Hold	7,201	–	–	0.12%	41
2024 Q2	$1.32M	Hold	7,201	–	–	0.14%	41
2024 Q1	$1.4M	Sell	7,201 -263	-4%	-$50.7K	0.15%	40
2023 Q4	$1.39M	Hold	7,464	–	–	0.15%	42
2023 Q3	$1.49M	Sell	7,464 -1,036	-12%	-$232K	0.18%	40
2023 Q2	$2.12M	Hold	8,500	–	–	0.25%	35
2023 Q1	$2.16M	Hold	8,500	–	–	0.28%	33
2022 Q4	$1.97M	Hold	8,500	–	–	0.25%	36
2022 Q3	$1.87M	Hold	8,500	–	–	0.26%	38
2022 Q2	$1.83M	Hold	8,500	–	–	0.28%	41
2022 Q1	$1.64M	Hold	8,500	–	–	0.25%	40
2021 Q4	$1.64M	Hold	8,500	–	–	0.25%	40
2021 Q3	$1.44M	Hold	8,500	–	–	0.24%	39
2021 Q2	$1.48M	Hold	8,500	–	–	0.25%	39
2021 Q1	$1.34M	Hold	8,500	–	–	0.25%	41
2020 Q4	$1.29M	Hold	8,500	–	–	0.28%	37
2020 Q3	$1.22M	Hold	8,500	–	–	0.3%	33
2020 Q2	$1.1M	Buy	+8,500	New	+$1.14M	0.28%	40
2019 Q4	$1.25M	Hold	8,500	–	–	0.36%	50
2019 Q3	$1.32M	Hold	8,500	–	–	0.44%	45
2019 Q2	$1.14M	Hold	8,500	–	–	0.43%	45
2019 Q1	$976K	Hold	8,500	–	–	0.37%	51
2018 Q4	$911K	Buy	+8,500	New	+$904K	0.37%	49
2015 Q3	$756K	Hold	8,230	–	–	1.37%	10
2015 Q2	$731K	Hold	8,230	–	–	1.07%	12
2015 Q1	$830K	Hold	8,230	–	–	1.2%	12
2014 Q4	$855K	Buy	+8,230	New	+$801K	0.87%	13

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

Wealthquest's HSY Position: Q2 2026 in Review

Wealthquest increased its Hershey (HSY) stake by 0.03% in Q2 2026, buying an estimated $377 and bringing the position to 5,878 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #63.

Wealthquest first reported a position in HSY in Q4 2014 and has held it in 33 quarters since. The position peaked at $2.16M in Q1 2023. 402 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Wealthquest held 5,878 shares of Hershey worth $1.03M as of Q2 2026.
Wealthquest bought 2 Hershey shares in Q2 2026, an estimated $377.
Hershey made up 0.07% of Wealthquest's portfolio in Q2 2026, its #63 holding.
Wealthquest first reported a position in Hershey in Q4 2014 and has held it in 33 quarters since.
Wealthquest's Hershey position peaked at $2.16M in Q1 2023.
402 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.