Sara-Bay Financial HSY HERSHEY CO

Ownership history in Sara-Bay Financial  ·  2 quarters on record

AI Ownership Summary

Sara-Bay Financial reported HERSHEY CO (HSY) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows HSY at 0.07% 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 Sara-Bay Financial'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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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.

How Sara-Bay Financial 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 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 1,406 0% 0.07% $247K 2026-07-17 $171.42
2026 Q1 INITIATED 1,406 0.09% $292K 2026-04-17 $191.16

FAQ About Sara-Bay Financial and HSY

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

How long has Sara-Bay Financial reported owning HSY?

Sara-Bay Financial reported HSY across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported HSY position in Sara-Bay Financial's portfolio?

The largest reported portfolio weight for HSY was 0.09% in 2026 Q1.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2026 Q2, when Sara-Bay Financial reported 1,406 shares, equal to 0.07% of portfolio, with an estimated market value of $247K.

What does the chart on this HSY ownership page compare?

The chart compares Sara-Bay Financial'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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