Enhancing Capital LLC HSY — HERSHEY CO

Ownership history in Enhancing Capital LLC  ·  7 quarters on record

AI Ownership Summary

Enhancing Capital LLC reported HERSHEY CO (HSY) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.34% in 2025 Q1. The latest visible filing shows HSY at 0.23% 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 Enhancing Capital 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 Q2

HSY was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 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 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 Enhancing Capital LLC fund profile Enhancing Capital LLC full holdings
How Enhancing Capital 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,911 +239 +14.3% 0.23% $335K 2026-08-11 $180.56
2026 Q1 UNCHANGED — — — 1,672 — 0% 0.26% $348K 2026-05-08 $183.08
2025 Q4 ADDED — — — 1,672 +25 +1.5% 0.22% $304K 2026-02-03 $197.08
2025 Q3 REDUCED 34.4% -2.6% ✅ 1,647 -863 -34.4% 0.23% $308K 2025-11-13 $172.93
2025 Q2 REDUCED — — — 2,510 -4 -0.2% 0.32% $417K 2025-07-11 $158.72
2025 Q1 ADDED — — — 2,514 +168 +7.2% 0.34% $430K 2025-05-13 $156.00
2024 Q4 INITIATED — — — 2,346 — — 0.32% $397K 2025-02-11 $149.90

🏢 Other funds also holding HSY

As of 2026 Q3 — sorted by position size

Kennon-Green & Company, LLC 3Y 5.19% NFJ INVESTMENT GROUP, LLC 3Y 2.76% Econ Financial Services Corp 3Y 7Y 2.76% SKBA CAPITAL MANAGEMENT LLC 3Y 7Y 2.6% Two Point Capital Management, Inc. 3Y 2.56% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 2.3% O'Domhnaill Enterprises, Inc. 1.92% Lipe & Dalton 3Y 7Y 1.91% EQUITY INVESTMENT CORP 3Y 7Y 1.86% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 1.79%

FAQ About Enhancing Capital 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 Enhancing Capital LLC reported owning HSY?

Enhancing Capital LLC reported HSY across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported HSY position in Enhancing Capital LLC's portfolio?

The largest reported portfolio weight for HSY was 0.34% in 2025 Q1.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2026 Q2, when Enhancing Capital LLC reported 1,911 shares, equal to 0.23% of portfolio, with an estimated market value of $335K.

What does the chart on this HSY ownership page compare?

The chart compares Enhancing Capital 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.

How well did Enhancing Capital LLC time their HSY position?

Based on 13F filing dates vs. subsequent HSY price moves, Enhancing Capital LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on HSY relative to SPY over the holding period was -4.7%.

← Back to Enhancing Capital LLC Holdings