SEC 13F Intelligence

American Trust Investment Advisors, LLC / HSY

American Trust Investment Advisors, LLC’s Hershey Co Position

Does American Trust Investment Advisors, LLC own Hershey Co (HSY)? Not currently — the last reported position was 28.2K shares worth $5M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q3 2024
Shares
28.2K
% of Portfolio
+2.22%
Quarters Held
4
position exited

Position History HSY

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $5MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $5MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202428.2K$5M+2.22%
Q2 202427.4K$5M+2.45%
Q1 202427.0K$5M+2.50%
Q4 202326.6K$5M+2.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of HSY.