SEC 13F Intelligence

Concorde Financial Corp / HSY

Concorde Financial Corp’s Hershey Co Position

Does Concorde Financial Corp own Hershey Co (HSY)? Yes — 17.6K shares worth $4M (+2.87% of its 13F portfolio) as of Q1 2026, up from 17.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
17.6K
% of Portfolio
+2.87%
Quarters Held
17
currently held

Position History HSY

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $558,223Q3 ’23Q4 ’23: $2MQ1 ’24: $542,655Q2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.6K$4M+2.87%
Q4 202517.3K$3M+2.70%
Q3 202517.5K$3M+1.81%
Q2 202517.4K$3M+1.71%
Q1 202517.4K$3M+1.64%
Q4 202416.5K$3M+1.67%
Q3 202415.2K$3M+1.72%
Q2 202415.6K$3M+1.89%
Q1 20242.8K$542,655+0.49%
Q4 202312.1K$2M+1.55%
Q3 20232.8K$558,223+0.95%
Q2 202310.8K$3M+1.77%
Q1 20239.2K$2M+1.70%
Q4 202220.7K$5M+3.08%
Q3 202220.7K$5M+3.08%
Q1 202222.8K$5M+3.14%
Q4 202122.9K$4M+2.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Concorde Financial Corp’s full portfolio or all institutional holders of HSY.