Wendell David Associates’s Hershey HSY Stock Holding History

Wendell David Associates’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	$935K	Hold	5,331	–	–	0.1%	95
2026 Q1	$1.11M	Sell	5,331 -38	-0.7%	-$8.01K	0.12%	88
2025 Q4	$977K	Hold	5,369	–	–	0.1%	93
2025 Q3	$1M	Buy	5,369 +174	+3%	+$31.6K	0.1%	95
2025 Q2	$862K	Hold	5,195	–	–	0.09%	98
2025 Q1	$889K	Hold	5,195	–	–	0.09%	95
2024 Q4	$880K	Sell	5,195 -961	-16%	-$172K	0.09%	98
2024 Q3	$1.18M	Sell	6,156 -95	-2%	-$18.5K	0.11%	83
2024 Q2	$1.15M	Sell	6,251 -3,840	-38%	-$743K	0.12%	81
2024 Q1	$1.96M	Sell	10,091 -109	-1%	-$21K	0.2%	72
2023 Q4	$1.9M	Sell	10,200 -1,635	-14%	-$310K	0.2%	74
2023 Q3	$2.37M	Sell	11,835 -2,105	-15%	-$471K	0.28%	66
2023 Q2	$3.48M	Buy	13,940 +2,580	+23%	+$677K	0.39%	59
2023 Q1	$2.89M	Buy	11,360 +6,335	+126%	+$1.49M	0.34%	66
2022 Q4	$1.16M	Sell	5,025 -50	-1%	-$11.5K	0.14%	84
2022 Q3	$1.12M	Sell	5,075 -5	-0.1%	-$1.12K	0.15%	82
2022 Q2	$1.09M	Sell	5,080 -175	-3%	-$38.1K	0.14%	85
2022 Q1	$1.14M	Sell	5,255 -65	-1%	-$13.2K	0.13%	84
2021 Q4	$1.03M	Hold	5,320	–	–	0.1%	92
2021 Q3	$900K	Hold	5,320	–	–	0.1%	93
2021 Q2	$927K	Hold	5,320	–	–	0.1%	93
2021 Q1	$841K	Buy	5,320 +25	+0.5%	+$3.77K	0.1%	94
2020 Q4	$807K	Buy	5,295 +50	+1%	+$7.4K	0.1%	94
2020 Q3	$752K	Buy	5,245 +25	+0.5%	+$3.54K	0.1%	94
2020 Q2	$677K	Sell	5,220 -175	-3%	-$23.5K	0.1%	94
2020 Q1	$715K	Sell	5,395 -75	-1%	-$11.1K	0.12%	90
2019 Q4	$804K	Hold	5,470	–	–	0.11%	98
2019 Q3	$848K	Sell	5,470 -110	-2%	-$16.6K	0.12%	92
2019 Q2	$748K	Hold	5,580	–	–	0.11%	98
2019 Q1	$641K	Hold	5,580	–	–	0.1%	104
2018 Q4	$598K	Sell	5,580 -1,455	-21%	-$155K	0.11%	103
2018 Q3	$718K	Sell	7,035 -200	-3%	-$19.8K	0.11%	103
2018 Q2	$673K	Buy	7,235 +340	+5%	+$31.7K	0.11%	107
2018 Q1	$682K	Buy	6,895 +110	+2%	+$11.4K	0.12%	104
2017 Q4	$770K	Sell	6,785 -490	-7%	-$53.9K	0.13%	104
2017 Q3	$794K	Buy	7,275 +380	+6%	+$40.5K	0.14%	102
2017 Q2	$740K	Sell	6,895 -100	-1%	-$11K	0.14%	100
2017 Q1	$764K	Hold	6,995	–	–	0.15%	99
2016 Q4	$723K	Sell	6,995 -300	-4%	-$29.6K	0.14%	102
2016 Q3	$697K	Buy	7,295 +50	+0.7%	+$5.29K	0.14%	104
2016 Q2	$819K	Sell	7,245 -880	-11%	-$82.4K	0.16%	97
2016 Q1	$748K	Buy	8,125 +150	+2%	+$13.4K	0.15%	100
2015 Q4	$710K	Buy	7,975 +974	+14%	+$87.4K	0.14%	101
2015 Q3	$644K	Buy	7,001 +2,150	+44%	+$196K	0.13%	102
2015 Q2	$432K	Buy	4,851 +250	+5%	+$23.6K	0.08%	122
2015 Q1	$465K	Hold	4,601	–	–	0.09%	121
2014 Q4	$479K	Buy	4,601 +2,250	+96%	+$219K	0.09%	118
2014 Q3	$223K	Buy	2,351 +51	+2%	+$4.72K	0.05%	136
2014 Q2	$223K	Hold	2,300	–	–	0.05%	133
2014 Q1	$239K	Hold	2,300	–	–	0.05%	133
2013 Q4	$223K	Hold	2,300	–	–	0.05%	132
2013 Q3	$214K	Buy	+2,300	New	+$214K	0.05%	133

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

Wendell David Associates's HSY Position: Q2 2026 in Review

Wendell David Associates held its Hershey (HSY) position steady in Q2 2026 at 5,331 shares worth $935K. The position accounts for 0.1% of the portfolio, ranked #95.

Wendell David Associates first reported a position in HSY in Q3 2013 and has held it in 52 quarters since. The position peaked at $3.48M in Q2 2023. 420 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Wendell David Associates held 5,331 shares of Hershey worth $935K as of Q2 2026.
Wendell David Associates left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.1% of Wendell David Associates's portfolio in Q2 2026, its #95 holding.
Wendell David Associates first reported a position in Hershey in Q3 2013 and has held it in 52 quarters since.
Wendell David Associates's Hershey position peaked at $3.48M in Q2 2023.
420 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.