Addison Advisors’s Hershey HSY Stock Holding History

Addison Advisors’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	–	Sell	-213	Closed	-$44.3K	–	839
2026 Q1	$44.3K	Buy	213 +152	+249%	+$32.1K	0.01%	449
2025 Q4	$11.1K	Hold	61	–	–	﹤0.01%	614
2025 Q3	$11.4K	Hold	61	–	–	﹤0.01%	618
2025 Q2	$10.1K	Hold	61	–	–	﹤0.01%	615
2025 Q1	$10.4K	Sell	61 -11	-15%	-$1.8K	﹤0.01%	574
2024 Q4	$12.2K	Hold	72	–	–	﹤0.01%	564
2024 Q3	$13.8K	Sell	72 -24	-25%	-$4.67K	﹤0.01%	557
2024 Q2	$17.6K	Buy	96 +51	+113%	+$9.87K	0.01%	500
2024 Q1	$8.75K	Sell	45 -43	-49%	-$8.29K	﹤0.01%	529
2023 Q4	$16.4K	Buy	88 +43	+96%	+$8.15K	0.01%	471
2023 Q3	$9K	Hold	45	–	–	﹤0.01%	495
2023 Q2	$11.2K	Sell	45 -63	-58%	-$16.5K	0.01%	468
2023 Q1	$27.5K	Hold	108	–	–	0.02%	359
2022 Q4	$25K	Hold	108	–	–	0.02%	350
2022 Q3	$24K	Hold	108	–	–	0.01%	335
2022 Q2	$23K	Hold	108	–	–	0.01%	343
2022 Q1	$23K	Sell	108 -51	-32%	-$10.4K	0.01%	381
2021 Q4	$31K	Buy	+159	New	+$28.8K	0.02%	288

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Addison Advisors's HSY Position: Q2 2026 in Review

Addison Advisors sold out of Hershey (HSY) in Q2 2026, closing a stake of 213 shares — an estimated $44.3K sold.

Addison Advisors first reported a position in HSY in Q4 2021 and held it in 18 quarters. The position peaked at $44.3K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Addison Advisors reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 213 Hershey shares in Q2 2026, an estimated $44.3K.
Addison Advisors first reported a position in Hershey in Q4 2021 and held it in 18 quarters.
Addison Advisors's Hershey position peaked at $44.3K in Q1 2026.
1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.