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Weatherly Asset Management’s Hershey HSY Stock Holding History

Weatherly Asset Management’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 		$244K Sell
1,390
-350
-20% -$66K 0.02% 177
2026
Q1 		$362K Sell
1,740
-401
-19% -$84.6K 0.03% 149
2025
Q4 		$390K Sell
2,141
-174
-8% -$31.8K 0.03% 145
2025
Q3 		$433K Sell
2,315
-200
-8% -$36.3K 0.04% 137
2025
Q2 		$417K Sell
2,515
-140
-5% -$23.1K 0.04% 136
2025
Q1 		$454K Sell
2,655
-50
-2% -$8.19K 0.04% 135
2024
Q4 		$458K Sell
2,705
-107
-4% -$19.2K 0.04% 133
2024
Q3 		$539K Buy
2,812
+107
+4% +$20.8K 0.05% 129
2024
Q2 		$497K Hold
2,705
– – 0.05% 128
2024
Q1 		$526K Sell
2,705
-200
-7% -$38.6K 0.05% 126
2023
Q4 		$542K Hold
2,905
– – 0.06% 126
2023
Q3 		$581K Hold
2,905
– – 0.07% 121
2023
Q2 		$725K Buy
2,905
+25
+0.9% +$6.56K 0.08% 116
2023
Q1 		$733K Sell
2,880
-50
-2% -$11.7K 0.1% 116
2022
Q4 		$679K Sell
2,930
-115
-4% -$26.5K 0.09% 119
2022
Q3 		$671K Hold
3,045
– – 0.1% 120
2022
Q2 		$655K Sell
3,045
-225
-7% -$49K 0.09% 121
2022
Q1 		$708K Sell
3,270
-150
-4% -$30.5K 0.08% 124
2021
Q4 		$662K Sell
3,420
-200
-6% -$36.2K 0.07% 130
2021
Q3 		$613K Hold
3,620
– – 0.07% 135
2021
Q2 		$631K Sell
3,620
-50
-1% -$8.42K 0.08% 129
2021
Q1 		$580K Sell
3,670
-35
-0.9% -$5.27K 0.08% 128
2020
Q4 		$564K Hold
3,705
– – 0.08% 125
2020
Q3 		$531K Sell
3,705
-135
-4% -$19.1K 0.09% 129
2020
Q2 		$498K Hold
3,840
– – 0.09% 129
2020
Q1 		$509K Sell
3,840
-275
-7% -$40.6K 0.11% 119
2019
Q4 		$605K Hold
4,115
– – 0.12% 126
2019
Q3 		$638K Sell
4,115
-390
-9% -$58.9K 0.14% 117
2019
Q2 		$604K Sell
4,505
-350
-7% -$44.5K 0.12% 122
2019
Q1 		$557K Sell
4,855
-250
-5% -$27.2K 0.11% 125
2018
Q4 		$547K Sell
5,105
-60
-1% -$6.38K 0.13% 124
2018
Q3 		$527K Hold
5,165
– – 0.11% 131
2018
Q2 		$481K Sell
5,165
-543
-10% -$50.6K 0.11% 130
2018
Q1 		$565K Sell
5,708
-1,896
-25% -$196K 0.13% 122
2017
Q4 		$863K Buy
7,604
+2,424
+47% +$267K 0.21% 101
2017
Q3 		$566K Sell
5,180
-100
-2% -$10.7K 0.15% 118
2017
Q2 		$567K Sell
5,280
-150
-3% -$16.5K 0.16% 121
2017
Q1 		$593K Hold
5,430
– – 0.18% 112
2016
Q4 		$562K Hold
5,430
– – 0.18% 108
2016
Q3 		$519K Hold
5,430
– – 0.17% 113
2016
Q2 		$616K Sell
5,430
-432
-7% -$40.4K 0.2% 107
2016
Q1 		$539K Hold
5,862
– – 0.19% 106
2015
Q4 		$523K Hold
5,862
– – 0.19% 104
2015
Q3 		$538K Sell
5,862
-100
-2% -$9.11K 0.22% 93
2015
Q2 		$529K Sell
5,962
-100
-2% -$9.43K 0.2% 102
2015
Q1 		$611K Hold
6,062
– – 0.24% 91
2014
Q4 		$630K Sell
6,062
-430
-7% -$41.9K 0.26% 89
2014
Q3 		$620K Hold
6,492
– – 0.27% 88
2014
Q2 		$632K Sell
6,492
-70
-1% -$6.87K 0.26% 87
2014
Q1 		$685K Hold
6,562
– – 0.32% 80
2013
Q4 		$638K Hold
6,562
– – 0.3% 81
2013
Q3 		$607K Hold
6,562
– – 0.31% 78
2013
Q2 		$586K Buy
+6,562
New +$580K 0.32% 71

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Weatherly Asset Management's HSY Position: Q2 2026 in Review

Weatherly Asset Management reduced its Hershey (HSY) stake by 20% in Q2 2026, selling an estimated $66K and leaving 1,390 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #177.

Weatherly Asset Management first reported a position in HSY in Q2 2013 and has held it in 53 quarters since. The position peaked at $863K in Q4 2017. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Weatherly Asset Management held 1,390 shares of Hershey worth $244K as of Q2 2026.
  • Weatherly Asset Management sold 350 Hershey shares in Q2 2026, an estimated $66K.
  • Hershey made up 0.02% of Weatherly Asset Management's portfolio in Q2 2026, its #177 holding.
  • Weatherly Asset Management first reported a position in Hershey in Q2 2013 and has held it in 53 quarters since.
  • Weatherly Asset Management's Hershey position peaked at $863K in Q4 2017.
  • 386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.