Y-Intercept (HK)’s Hershey HSY Stock Holding History

Y-Intercept (HK)’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	$1.89M	Sell	11,973 -6,302	-34%	-$1.11M	0.04%	661
2026 Q2	$3.21M	Buy	18,275 +16,717	+1,073%	+$3.15M	0.06%	455
2026 Q1	$324K	Buy	+1,558	New	+$329K	0.01%	1360
2025 Q1	–	Sell	-9,991	Closed	-$1.69M	–	1378
2024 Q4	$1.69M	Buy	+9,991	New	+$1.79M	0.11%	249
2024 Q3	–	Sell	-4,295	Closed	-$790K	–	1525
2024 Q2	$790K	Buy	+4,295	New	+$831K	0.04%	601
2024 Q1	–	Sell	-12,876	Closed	-$2.4M	–	1540
2023 Q4	$2.4M	Sell	12,876 -19,345	-60%	-$3.67M	0.22%	106
2023 Q3	$6.45M	Buy	32,221 +25,731	+396%	+$5.76M	0.63%	8
2023 Q2	$1.62M	Buy	+6,490	New	+$1.7M	0.17%	147
2023 Q1	–	Sell	-4,225	Closed	-$978K	–	1330
2022 Q4	$978K	Buy	+4,225	New	+$974K	0.14%	202
2022 Q3	–	Sell	-3,455	Closed	-$743K	–	1102
2022 Q2	$743K	Buy	+3,455	New	+$753K	0.1%	306
2021 Q2	–	Sell	-8,374	Closed	-$1.33M	–	740
2021 Q1	$1.33M	Buy	8,374 +6,431	+331%	+$969K	0.36%	54
2020 Q4	$292K	Buy	+1,943	New	+$288K	0.12%	314

Other funds holding HSY

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Y-Intercept (HK)'s HSY Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Hershey (HSY) stake by 34% in Q3 2026, selling an estimated $1.11M and leaving 11,973 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #661.

Y-Intercept (HK) first reported a position in HSY in Q4 2020 and has held it in 12 quarters since. The position peaked at $6.45M in Q3 2023. 342 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Y-Intercept (HK) held 11,973 shares of Hershey worth $1.89M as of Q3 2026.
Y-Intercept (HK) sold 6,302 Hershey shares in Q3 2026, an estimated $1.11M.
Hershey made up 0.04% of Y-Intercept (HK)'s portfolio in Q3 2026, its #661 holding.
Y-Intercept (HK) first reported a position in Hershey in Q4 2020 and has held it in 12 quarters since.
Y-Intercept (HK)'s Hershey position peaked at $6.45M in Q3 2023.
342 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.