HSY HERSHEY CO

Ownership history in Douglas Lane & Associates, LLC  ·  34 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported HERSHEY CO (HSY) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.19% in 2026 Q1. The latest visible filing shows HSY at 1.19% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC'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 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% 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
2023 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 Douglas Lane & Associates, LLC held HSY — position size vs. price
% of Fund (quarterly)    HSY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 396,307 +7,789 +2.0% 1.19% $82.4M 2026-04-15 $191.89
2025 Q4 ADDED 388,518 +40,353 +11.6% 0.97% $70.7M 2026-01-22 $189.41
2025 Q3 ADDED 348,165 +17,184 +5.2% 0.91% $65.1M 2025-10-10 $189.42
2025 Q2 REDUCED 330,981 -4,706 -1.4% 0.80% $54.9M 2025-07-07 $171.76
2025 Q1 ADDED 335,687 +18,226 +5.7% 0.85% $57.4M 2025-04-09 $159.27
2024 Q4 ADDED 317,461 +42,550 +15.5% 0.76% $53.8M 2025-01-08 $156.04
2024 Q3 ADDED 274,911 +107,826 +64.5% 0.72% $52.7M 2024-10-10 $178.98
2024 Q2 ADDED 167,085 +147,291 +744.1% 0.44% $30.7M 2024-07-08 $175.07
2024 Q1 ADDED 19,794 +18,174 +1121.9% 0.05% $3.8M 2024-04-11 $178.37
2023 Q4 REDUCED 1,620 -14 -0.9% 0.00% $302K 2024-01-17 $179.01
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Douglas Lane & Associates, LLC and HSY

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

How long has Douglas Lane & Associates, LLC reported owning HSY?

Douglas Lane & Associates, LLC reported HSY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HSY position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for HSY was 1.19% in 2026 Q1.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 396,307 shares, equal to 1.19% of portfolio, with an estimated market value of $82.4M.

What does the chart on this HSY ownership page compare?

The chart compares Douglas Lane & Associates, LLC'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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