HSY β€” THE HERSHEY COMPANY

Ownership history in Hickory Point Bank & Trust  Β·  6 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported THE HERSHEY COMPANY (HSY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2024 Q4. The latest visible filing shows HSY at 0.34% 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 Hickory Point Bank & Trust's position in THE HERSHEY COMPANY, 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 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q4

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 Hickory Point Bank & Trust held HSY β€” position size vs. price
% of Fund (quarterly)    HSY price (quarter-end, 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 2,489 -60 -2.4% 0.34% $517K 2026-05-15 (Est.) $206.19
2025 Q4 UNCHANGED 2,549 β€” 0% 0.34% $464K 2026-01-12 $191.87
2025 Q3 ADDED 2,549 +25 +1.0% 0.36% $477K 2025-10-06 $192.42
2025 Q2 ADDED 2,524 +25 +1.0% 0.34% $419K 2025-07-08 $166.26
2025 Q1 REDUCED 2,499 -95 -3.7% 0.38% $427K 2025-04-14 $165.23
2024 Q4 INITIATED 2,594 β€” β€” 0.39% $439K 2025-02-05 $140.37

FAQ About Hickory Point Bank & Trust and HSY

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

How long has Hickory Point Bank & Trust reported owning HSY?

Hickory Point Bank & Trust reported HSY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported HSY position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for HSY was 0.39% in 2024 Q4.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2026 Q1, when Hickory Point Bank & Trust reported 2,489 shares, equal to 0.34% of portfolio, with an estimated market value of $517K.

What does the chart on this HSY ownership page compare?

The chart compares Hickory Point Bank & Trust'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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