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Livermore
Livermore
ZHEN

Lipe & Dalton

SEC CIK
0001570396
Latest filing
Jul 14, 2026

HSY holding history

Hershey Co in every 13F filed by Lipe & Dalton, 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)
26,212
Value
$4.60M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of HSY by Lipe & Dalton, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,212$4.60M2.1%−444−1.7%ReducedHolders
Q1 202626,656$5.54M2.9%−4,367−14.1%ReducedHolders
Q4 202531,023$5.65M2.8%−670−2.1%ReducedHolders
Q3 202531,693$5.93M2.9%−296−0.9%ReducedHolders
Q2 202531,989$5.31M2.9%−231−0.7%ReducedHolders
Q1 202532,220$5.51M3.1%+25,653+390.6%AddedHolders
Q4 20246,567$1.11M0.6%+20.0%AddedHolders
Q3 20246,565$1.26M0.6%+973+17.4%AddedHolders
Q2 20245,592$1.03M0.6%+20.0%AddedHolders
Q1 20245,590$1.09M0.6%+20.0%AddedHolders
Q4 20235,588$1.04M0.6%+20.0%AddedHolders
Q3 20235,586$1.12M0.7%00.0%UnchangedHolders
Q2 20235,586$1.40M0.8%−99−1.7%ReducedHolders
Q1 20235,685$1.45M0.8%−240−4.1%ReducedHolders
Q4 20225,925$1.37M0.8%−35−0.6%ReducedHolders
Q3 20225,960$1.31M0.8%+10.0%AddedHolders
Q2 20225,959$1.28M0.8%+10.0%AddedHolders
Q1 20225,958$1.29M0.6%−25−0.4%ReducedHolders
Q4 20215,983$1.16M0.5%−100−1.6%ReducedHolders
Q3 20216,083$1.03M0.5%+10.0%AddedHolders
Q2 20216,082$1.06M0.6%−120−1.9%ReducedHolders
Q1 20216,202$981.0K0.5%––Holders

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