Back to HSY
Creative Planning HSY Position History
The Hershey Company • Consumer Defensive
Quarters held
13
Latest value
$422K
Q3 2026
Peak value
$14.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $189K |
| Q3 2025 | $334K |
| Q3 2025 | $14.1M |
| Q4 2025 | $12.9M |
| Q4 2025 | $351K |
| Q1 2026 | $14.2M |
| Q1 2026 | $394K |
| Q2 2026 | $169K |
| Q2 2026 | $11.8M |
| Q2 2026 | $412K |
| Q3 2026 | $152K |
| Q3 2026 | $11.8M |
| Q3 2026 | $422K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $422K | 10.0K | — | — |
| Q3 2026 | $11.8M | 74.8K | — | — |
| Q3 2026 | $152K | 967 | — | — |
| Q2 2026 | $412K | 10.0K | — | — |
| Q2 2026 | $11.8M | 67.2K | — | — |
| Q2 2026 | $169K | 961 | — | — |
| Q1 2026 | $394K | 9.9K | — | — |
| Q1 2026 | $14.2M | 68.2K | — | — |
| Q4 2025 | $351K | 8.9K | — | — |
| Q4 2025 | $12.9M | 70.8K | — | — |
| Q3 2025 | $14.1M | 75.6K | — | — |
| Q3 2025 | $334K | 8.6K | — | — |
| Q3 2025 | $189K | 1.0K | — | — |
Other funds holding HSY
$3.3B
$3.2B
$3.1B
$1.5B
$1.4B
$1.3B
$1.3B