Back to HSY
Soltis Investment Advisors LLC → HSY
Soltis Investment Advisors LLC HSY Position History
The Hershey Company • Consumer Defensive
Quarters held
6
Latest value
$9.8M
Q3 2026
Peak value
$10M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.5M |
| Q4 2025 | $8.6M |
| Q4 2025 | $8.6M |
| Q1 2026 | $10M |
| Q2 2026 | $9.7M |
| Q3 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.8M | 62.5K | — | — |
| Q2 2026 | $9.7M | 55.5K | — | — |
| Q1 2026 | $10M | 48.2K | — | — |
| Q4 2025 | $8.6M | 47.1K | — | — |
| Q4 2025 | $8.6M | 47.1K | — | — |
| Q3 2025 | $8.5M | 45.2K | — | — |
Other funds holding HSY
$3.3B
$3.2B
$3.1B
$1.5B
$1.4B
$1.3B
$1.3B