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GRIMES & Co WEALTH MANAGEMENT, LLC → HSY

GRIMES & Co WEALTH MANAGEMENT, LLC HSY Position History

The Hershey Company • Consumer Defensive

Quarters held
4
Latest value
$13.9M
Q3 2026
Peak value
$13.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$10.2M
Q1 2026$11.6M
Q2 2026$11.8M
Q3 2026$13.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.9M88.3K——
Q2 2026$11.8M67.5K——
Q1 2026$11.6M55.7K——
Q4 2025$10.2M56.2K——

Other funds holding HSY

Other GRIMES & Co WEALTH MANAGEMENT, LLC positions

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$328.1M
ETHA

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$323.9M
ETHA

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$319.9M
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$298.8M
VGES

VANGUARD INDEX FDS

$286.2M