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Whipplewood Advisors’s Hershey HSY Stock Holding History

Whipplewood Advisors’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 		$877 Sell
5
-60
-92% -$11.3K ﹤0.01% 564
2026
Q1 		$13.5K Buy
+65
New +$13.7K 0.01% 437
2025
Q3 		– Sell
-65
Closed -$10.8K – 707
2025
Q2 		$10.8K Buy
65
+47
+261% +$7.75K 0.01% 556
2025
Q1 		$11.1K Sell
18
-47
-72% -$7.7K 0.01% 545
2024
Q4 		$11K Buy
+65
New +$11.7K 0.01% 543

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

Whipplewood Advisors's HSY Position: Q2 2026 in Review

Whipplewood Advisors reduced its Hershey (HSY) stake by 92% in Q2 2026, selling an estimated $11.3K and leaving 5 shares worth $877. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Whipplewood Advisors first reported a position in HSY in Q4 2024 and has held it in 5 quarters since. The position peaked at $13.5K in Q1 2026. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Whipplewood Advisors held 5 shares of Hershey worth $877 as of Q2 2026.
  • Whipplewood Advisors sold 60 Hershey shares in Q2 2026, an estimated $11.3K.
  • Hershey made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #564 holding.
  • Whipplewood Advisors first reported a position in Hershey in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Hershey position peaked at $13.5K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.