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James T. Borello RIA HSY Position History
The Hershey Company • Consumer Defensive
Quarters held
17
Latest value
$2M
Q3 2026
Peak value
$2.3M
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $1.9M |
| Q1 2024 | $2M |
| Q2 2024 | $2.2M |
| Q3 2024 | $2.3M |
| Q4 2024 | $2.3M |
| Q1 2025 | $1.3M |
| Q2 2025 | $1.3M |
| Q3 2025 | $4K |
| Q3 2025 | $1.3M |
| Q4 2025 | $4K |
| Q4 2025 | $1.4M |
| Q1 2026 | $10K |
| Q1 2026 | $1.4M |
| Q2 2026 | $3K |
| Q2 2026 | $2M |
| Q3 2026 | $2K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 48.0K | — | — |
| Q3 2026 | $2K | 13 | — | — |
| Q2 2026 | $2M | 48.0K | — | — |
| Q2 2026 | $3K | 18 | — | — |
| Q1 2026 | $1.4M | 34.5K | — | — |
| Q1 2026 | $10K | 47 | — | — |
| Q4 2025 | $1.4M | 34.5K | — | — |
| Q4 2025 | $4K | 21 | — | — |
| Q3 2025 | $1.3M | 34.5K | — | — |
| Q3 2025 | $4K | 20 | — | — |
| Q2 2025 | $1.3M | 34.5K | — | — |
| Q1 2025 | $1.3M | 35.3K | — | — |
| Q4 2024 | $2.3M | 64.7K | — | — |
| Q3 2024 | $2.3M | 64.7K | — | — |
| Q2 2024 | $2.2M | 65.2K | — | — |
| Q1 2024 | $2M | 61.6K | — | — |
| Q4 2023 | $1.9M | 61.8K | — | — |
Other funds holding HSY
$3.3B
$3.2B
$3.1B
$1.5B
$1.4B
$1.3B
$1.3B