HSY β€” HERSHEY CO

Ownership history in Clark & Stuart, Inc  Β·  6 quarters on record

AI Ownership Summary

Clark & Stuart, Inc reported HERSHEY CO (HSY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.08% in 2026 Q1. The latest visible filing shows HSY at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark & Stuart, Inc's position in HERSHEY CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HSY was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clark & Stuart, Inc held HSY β€” position size vs. price
% of Fund (quarterly)    HSY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,675 -50 -0.6% 1.08% $1.6M 2026-04-13 $197.61
2025 Q4 REDUCED 7,725 -145 -1.8% 0.97% $1.4M 2026-01-07 $178.90
2025 Q3 REDUCED 7,870 -50 -0.6% 1.05% $1.5M 2025-10-15 $188.89
2025 Q2 REDUCED 7,920 -260 -3.2% 0.99% $1.3M 2025-07-23 $179.27
2025 Q1 ADDED 8,180 +4,320 +111.9% 1.02% $1.4M 2025-04-21 $161.51
2024 Q4 INITIATED 3,860 β€” β€” 0.48% $654K 2025-01-13 $151.29

FAQ About Clark & Stuart, Inc and HSY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clark & Stuart, Inc reported owning HSY?

Clark & Stuart, Inc reported HSY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported HSY position in Clark & Stuart, Inc's portfolio?

The largest reported portfolio weight for HSY was 1.08% in 2026 Q1.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2026 Q1, when Clark & Stuart, Inc reported 7,675 shares, equal to 1.08% of portfolio, with an estimated market value of $1.6M.

What does the chart on this HSY ownership page compare?

The chart compares Clark & Stuart, Inc's quarterly HSY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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