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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

HSY holding history

Hershey Co in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HSY overviewAll 13F holders of HSYFull Q2 2026 holdings

Shares (Q2 2026)
68,200
Value
$12.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HSY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,200$12.0M<0.1%+45+0.1%AddedHolders
Q1 202668,155$14.2M<0.1%−2,689−3.8%ReducedHolders
Q4 202570,844$12.9M<0.1%−5,807−7.6%ReducedHolders
Q3 202576,651$14.3M<0.1%−5,429−6.6%ReducedHolders
Q2 202582,080$13.6M<0.1%+5,131+6.7%AddedHolders
Q1 202576,949$13.2M<0.1%−21,843−22.1%ReducedHolders
Q4 202498,792$16.7M<0.1%+43,538+78.8%AddedHolders
Q3 202455,254$10.6M<0.1%−7,776−12.3%ReducedHolders
Q2 202463,030$11.6M<0.1%+7,382+13.3%AddedHolders
Q1 202455,648$10.8M<0.1%+2,951+5.6%AddedHolders
Q4 202352,697$9.82M<0.1%−401−0.8%ReducedHolders
Q3 202353,098$10.6M<0.1%−859−1.6%ReducedHolders
Q2 202353,957$13.5M<0.1%+988+1.9%AddedHolders
Q1 202352,969$13.5M<0.1%+334+0.6%AddedHolders
Q4 202252,635$12.2M<0.1%−6,386−10.8%ReducedHolders
Q3 202259,021$13.0M<0.1%+5,350+10.0%AddedHolders
Q2 202253,671$11.5M<0.1%+4,417+9.0%AddedHolders
Q1 202249,254$10.7M<0.1%+20,941+74.0%AddedHolders
Q4 202128,313$5.48M<0.1%−815−2.8%ReducedHolders
Q3 202129,128$4.93M<0.1%−2,372−7.5%ReducedHolders
Q2 202131,500$5.49M<0.1%−711−2.2%ReducedHolders
Q1 202132,211$5.09M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.