EASTERN BANK HSY — HERSHEY CO (THE)

Ownership history in EASTERN BANK  ·  8 quarters on record

AI Ownership Summary

EASTERN BANK reported HERSHEY CO (THE) (HSY) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows HSY at 0.00% 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 EASTERN BANK's position in HERSHEY CO (THE), 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 Q2

HSY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

HSY stock page EASTERN BANK fund profile EASTERN BANK full holdings
How EASTERN BANK 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 634 +54 +9.3% 0.00% $111K 2026-07-01 $178.67
2026 Q1 REDUCED 70.9% -12.0% ✅ 580 -1,410 -70.9% 0.00% $121K 2026-04-07 $205.40
2025 Q4 REDUCED 11.2% +15.0% ❌ 1,990 -250 -11.2% 0.01% $362K 2026-01-14 $196.31
2025 Q3 UNCHANGED — — — 2,240 — 0% 0.01% $419K 2025-10-27 $177.52
2025 Q2 ADDED — — — 2,240 +580 +34.9% 0.01% $372K 2025-07-24 $178.55
2025 Q1 UNCHANGED — — — 1,660 — 0% 0.01% $284K 2025-05-08 $163.79
2024 Q4 ADDED — — — 1,660 +160 +10.7% 0.01% $281K 2025-01-13 $150.14
2024 Q3 INITIATED — — — 1,500 — — 0.01% $288K 2024-10-21 $174.87

🏢 Other funds also holding HSY

As of 2026 Q2 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.82% Brick & Kyle, Associates 3Y 7Y 0.32% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.04% CX Institutional 3Y 7Y 0.03% Versant Capital Management, Inc 3Y 7Y 0.02% BURKETT FINANCIAL SERVICES, LLC 0.01% Kozak & Associates, Inc. 3Y 0.0% Cedar Mountain Advisors, LLC 3Y 0.0%

FAQ About EASTERN BANK and HSY

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

How long has EASTERN BANK reported owning HSY?

EASTERN BANK reported HSY across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported HSY position in EASTERN BANK's portfolio?

The largest reported portfolio weight for HSY was 0.01% in 2025 Q3.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 634 shares, equal to 0.00% of portfolio, with an estimated market value of $111K.

What does the chart on this HSY ownership page compare?

The chart compares EASTERN BANK'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.

How well did EASTERN BANK time their HSY position?

Based on 13F filing dates vs. subsequent HSY price moves, EASTERN BANK correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on HSY relative to SPY over the holding period was -13.6%.

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