James T. Borello RIA
HSY icon

James T. Borello RIA’s Hershey HSY Stock Holding History

James T. Borello RIA’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
Q3 		$2.05K Sell
13
-5
-28% -$881 ﹤0.01% 917
2026
Q2 		$3.16K Sell
18
-29
-62% -$5.47K ﹤0.01% 876
2026
Q1 		$9.8K Buy
47
+26
+124% +$5.48K ﹤0.01% 571
2025
Q4 		$3.82K Buy
21
+1
+5% +$183 ﹤0.01% 645
2025
Q3 		$3.74K Buy
+20
New +$3.63K ﹤0.01% 547

Other funds holding HSY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

James T. Borello RIA's HSY Position: Q3 2026 in Review

James T. Borello RIA reduced its Hershey (HSY) stake by 28% in Q3 2026, selling an estimated $881 and leaving 13 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

James T. Borello RIA first reported a position in HSY in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.8K in Q1 2026. 323 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • James T. Borello RIA held 13 shares of Hershey worth $2.05K as of Q3 2026.
  • James T. Borello RIA sold 5 Hershey shares in Q3 2026, an estimated $881.
  • Hershey made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #917 holding.
  • James T. Borello RIA first reported a position in Hershey in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Hershey position peaked at $9.8K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.