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Adalta Capital Management’s Hershey HSY Stock Holding History

Adalta Capital Management’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$712K Sell
4,060
-66
-2% -$12.4K 0.31% 52
2026
Q1 		$858K Buy
4,126
+895
+28% +$189K 0.41% 44
2025
Q4 		$588K Sell
3,231
-185
-5% -$33.8K 0.26% 55
2025
Q3 		$639K Buy
3,416
+525
+18% +$95.4K 0.29% 47
2025
Q2 		$480K Buy
2,891
+1,662
+135% +$274K 0.24% 52
2025
Q1 		$210K Buy
1,229
+330
+37% +$54K 0.11% 69
2024
Q4 		$152K Sell
899
-545
-38% -$97.7K 0.08% 82
2024
Q3 		$277K Buy
1,444
+724
+101% +$141K 0.14% 66
2024
Q2 		$132K Buy
+720
New +$139K 0.07% 89

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Adalta Capital Management's HSY Position: Q2 2026 in Review

Adalta Capital Management reduced its Hershey (HSY) stake by 1.6% in Q2 2026, selling an estimated $12.4K and leaving 4,060 shares worth $712K. The position accounts for 0.31% of the portfolio, ranked #52.

Adalta Capital Management first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $858K in Q1 2026. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Adalta Capital Management held 4,060 shares of Hershey worth $712K as of Q2 2026.
  • Adalta Capital Management sold 66 Hershey shares in Q2 2026, an estimated $12.4K.
  • Hershey made up 0.31% of Adalta Capital Management's portfolio in Q2 2026, its #52 holding.
  • Adalta Capital Management first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
  • Adalta Capital Management's Hershey position peaked at $858K in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Adalta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.