YHB Investment Advisors’s Hershey HSY Stock Holding History

YHB Investment 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	–	Sell	-1,000	Closed	-$208K	–	321
2026 Q1	$208K	Sell	1,000 -320	-24%	-$67.5K	0.01%	293
2025 Q4	$240K	Hold	1,320	–	–	0.02%	280
2025 Q3	$247K	Hold	1,320	–	–	0.02%	277
2025 Q2	$219K	Hold	1,320	–	–	0.02%	292
2025 Q1	$226K	Hold	1,320	–	–	0.02%	272
2024 Q4	$224K	Hold	1,320	–	–	0.02%	266
2024 Q3	$253K	Hold	1,320	–	–	0.02%	252
2024 Q2	$243K	Buy	1,320 +10	+0.8%	+$1.94K	0.02%	259
2024 Q1	$255K	Sell	1,310 -50	-4%	-$9.64K	0.02%	247
2023 Q4	$254K	Buy	1,360 +100	+8%	+$18.9K	0.02%	239
2023 Q3	$252K	Hold	1,260	–	–	0.02%	245
2023 Q2	$315K	Buy	1,260 +210	+20%	+$55.1K	0.03%	223
2023 Q1	$267K	Hold	1,050	–	–	0.03%	239
2022 Q4	$243K	Hold	1,050	–	–	0.03%	255
2022 Q3	$231K	Hold	1,050	–	–	0.03%	255
2022 Q2	$226K	Hold	1,050	–	–	0.02%	254
2022 Q1	$227K	Hold	1,050	–	–	0.02%	278
2021 Q4	$203K	Buy	+1,050	New	+$190K	0.02%	308

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

YHB Investment Advisors's HSY Position: Q2 2026 in Review

YHB Investment Advisors sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,000 shares — an estimated $208K sold.

YHB Investment Advisors first reported a position in HSY in Q4 2021 and held it in 18 quarters. The position peaked at $315K in Q2 2023. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

YHB Investment Advisors reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
YHB Investment Advisors sold 1,000 Hershey shares in Q2 2026, an estimated $208K.
YHB Investment Advisors first reported a position in Hershey in Q4 2021 and held it in 18 quarters.
YHB Investment Advisors's Hershey position peaked at $315K in Q2 2023.
386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.