HSY — HERSHEY CO

Ownership history in Slagle Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Slagle Financial, LLC reported a position in HERSHEY CO (HSY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.87% (2025 Q3)
Avg. % of fund
1.8%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,937 +638 +2.3% 1.78% $5.1M $180.79
2025 Q3 ADDED 27,299 +982 +3.7% 1.87% $5.1M $184.41
2025 Q2 INITIATED 26,317 — — 1.76% $4.4M $162.36
% of Fund (quarterly)    HSY price (monthly, adj. close)

Other funds also holding HSY

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 9.74% Kennon-Green & Company, LLC 3Y 6.38% St. James Investment Company, LLC 3Y 7Y 3.32% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 2.79% Lipe & Dalton 3Y 7Y 2.79% Concorde Financial Corp 3Y 2.7% Monte Financial Group, LLC 3Y 7Y 2.6% Miramar Capital, LLC 3Y 7Y 2.6% SCHARF INVESTMENTS, LLC 3Y 7Y 2.42% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.34%
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