Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$771K Buy
3,709
+2,588
+231% +$546K 0.03% 599
2025
Q4
$204K Sell
1,121
-26,850
-96% -$4.91M 0.01% 831
2025
Q3
$5.23M Buy
+27,971
New +$5.08M 0.2% 163
2024
Q4
Sell
-1,390
Closed -$267K 690
2024
Q3
$267K Buy
+1,390
New +$270K 0.02% 535
2023
Q3
Sell
-2,035
Closed -$508K 846
2023
Q2
$508K Sell
2,035
-11,644
-85% -$3.05M 0.04% 308
2023
Q1
$3.48M Sell
13,679
-5,681
-29% -$1.33M 0.21% 94
2022
Q4
$4.48M Sell
19,360
-2,446
-11% -$564K 0.3% 43
2022
Q3
$4.81M Buy
21,806
+6,200
+40% +$1.39M 0.31% 50
2022
Q2
$3.36M Sell
15,606
-490
-3% -$107K 0.18% 136
2022
Q1
$3.49M Buy
+16,096
New +$3.27M 0.18% 106
2021
Q3
Sell
-8,548
Closed -$1.49M 1399
2021
Q2
$1.49M Buy
+8,548
New +$1.44M 0.08% 310
2020
Q4
Sell
-14,172
Closed -$2.03M 1402
2020
Q3
$2.03M Sell
14,172
-10,220
-42% -$1.45M 0.07% 522
2020
Q2
$3.16M Buy
24,392
+21,207
+666% +$2.85M 0.08% 425
2020
Q1
$422K Buy
3,185
+1,137
+56% +$168K 0.01% 1081
2019
Q4
$301K Buy
+2,048
New +$304K ﹤0.01% 1363
2018
Q3
Sell
-3,129
Closed -$291K 1053
2018
Q2
$291K Sell
3,129
-4,123
-57% -$384K 0.01% 838
2018
Q1
$718K Sell
7,252
-1,536
-17% -$159K 0.02% 633
2017
Q4
$998K Sell
8,788
-4,111
-32% -$452K 0.03% 410
2017
Q3
$1.41M Sell
12,899
-94,364
-88% -$10.1M 0.04% 358
2017
Q2
$11.5M Buy
107,263
+60,965
+132% +$6.73M 0.34% 90
2017
Q1
$5.06M Buy
46,298
+37,424
+422% +$4.01M 0.14% 185
2016
Q4
$918K Buy
+8,874
New +$876K 0.03% 330
2015
Q4
Sell
-549,988
Closed -$50.5M 336
2015
Q3
$50.5M Buy
549,988
+330,182
+150% +$30.1M 0.4% 85
2015
Q2
$19.5M Buy
+219,806
New +$20.7M 0.18% 199
2015
Q1
Sell
-116,783
Closed -$12.1M 457
2014
Q4
$12.1M Sell
116,783
-215,184
-65% -$21M 0.15% 236
2014
Q3
$31.7M Sell
331,967
-450,667
-58% -$41.7M 0.23% 185
2014
Q2
$76.2M Buy
+782,634
New +$76.8M 0.52% 31

Other funds holding HSY