Back to HSY
Lipe & Dalton HSY Position History
The Hershey Company • Consumer Defensive
Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$5.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.9M |
| Q4 2025 | $5.6M |
| Q1 2026 | $5.5M |
| Q2 2026 | $4.6M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 26.2K | — | — |
| Q2 2026 | $4.6M | 26.2K | — | — |
| Q1 2026 | $5.5M | 26.7K | — | — |
| Q4 2025 | $5.6M | 31.0K | — | — |
| Q3 2025 | $5.9M | 31.7K | — | — |
Other funds holding HSY
$3.3B
$3.2B
$3.1B
$1.5B
$1.4B
$1.3B
$1.3B