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HSY · COST in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HSY
  • COST
010203040202120222023202420252026
Holders and value by quarter
QuarterHSYCOST
Q3 202018 holders, $1.6bn32 holders, $15.4bn
Q4 202016 holders, $1.8bn30 holders, $15.3bn
Q1 202117 holders, $1.7bn29 holders, $13.4bn
Q2 202115 holders, $1.9bn25 holders, $15.5bn
Q3 202116 holders, $1.9bn25 holders, $16.9bn
Q4 202118 holders, $2.2bn27 holders, $20.5bn
Q1 202220 holders, $2.4bn32 holders, $19.9bn
Q2 202220 holders, $2.8bn30 holders, $15.8bn
Q3 202223 holders, $3.0bn33 holders, $16.0bn
Q4 202219 holders, $2.8bn33 holders, $32.7bn
Q1 202326 holders, $3.4bn29 holders, $14.9bn
Q2 202326 holders, $3.3bn37 holders, $16.0bn
Q3 202320 holders, $2.4bn30 holders, $16.8bn
Q4 202322 holders, $2.0bn26 holders, $20.1bn
Q1 202414 holders, $1.5bn29 holders, $21.5bn
Q2 202412 holders, $1.0bn31 holders, $24.7bn
Q3 20248 holders, $269m28 holders, $24.7bn
Q4 202413 holders, $555m34 holders, $26.0bn
Q1 20259 holders, $424m35 holders, $28.2bn
Q2 202512 holders, $1.1bn36 holders, $29.4bn
Q3 202512 holders, $1.5bn35 holders, $26.7bn
Q4 202515 holders, $1.2bn40 holders, $34.6bn
Q1 202617 holders, $3.0bn40 holders, $36.1bn
Q2 202610 holders, $1.6bn38 holders, $35.5bn
HSY

Hershey Co

Holders
8
Reported value
$269m
Buyers
4
Sellers
6

Breadth -2 among 94 comparable managers.

COST

Costco Wholesale Corporation

Holders
28
Reported value
$24.7bn
Buyers
15
Sellers
13

Breadth +2 among 94 comparable managers.

Who holds both, Q3 2024

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →