HSY HERSHEY CO

Ownership history in William Allan Corp  ·  7 quarters on record

This page tracks every 13F SEC filing in which William Allan Corp 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
1.99% (2025 Q1)
Avg. % of fund
1.45%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 19,242 +775 +4.2% 1.99% $3.5M $180.79
2025 Q3 ADDED 18,467 +52 +0.3% 1.94% $3.5M $184.41
2025 Q2 REDUCED 18,415 -178 -1.0% 1.78% $3.1M $162.36
2025 Q1 ADDED 18,593 +11,785 +173.1% 1.99% $3.2M $165.93
2024 Q4 REDUCED 6,808 -542 -7.4% 0.71% $1.2M $162.90
2024 Q3 ADDED 7,350 +274 +3.9% 0.88% $1.4M $183.00
2024 Q2 INITIATED 7,076 0.87% $1.3M
% of Fund (quarterly)    HSY price (monthly, adj. close)
← Back to William Allan Corp Holdings