Advisors Capital Management’s Hershey HSY Stock Holding History

Advisors 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	$15.2M	Buy	86,502 +599	+0.7%	+$113K	0.16%	143
2026 Q1	$17.9M	Buy	85,903 +2,615	+3%	+$551K	0.21%	135
2025 Q4	$15.2M	Buy	83,288 +78,313	+1,574%	+$14.3M	0.18%	141
2025 Q3	$931K	Sell	4,975 -139	-3%	-$25.3K	0.01%	322
2025 Q2	$849K	Buy	5,114 +167	+3%	+$27.5K	0.01%	314
2025 Q1	$846K	Buy	4,947 +503	+11%	+$82.4K	0.01%	303
2024 Q4	$753K	Sell	4,444 -1,111	-20%	-$199K	0.01%	328
2024 Q3	$1.06M	Sell	5,555 -73	-1%	-$14.2K	0.02%	285
2024 Q2	$1.03M	Sell	5,628 -2,396	-30%	-$464K	0.02%	291
2024 Q1	$1.56M	Buy	+8,024	New	+$1.55M	0.03%	261
2015 Q3	–	Sell	-2,818	Closed	-$250K	–	160
2015 Q2	$250K	Buy	+2,818	New	+$266K	0.03%	156

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 $3.37T AUM 44.26% 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

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

Advisors Capital Management increased its Hershey (HSY) stake by 0.7% in Q2 2026, buying an estimated $113K and bringing the position to 86,502 shares worth $15.2M. The position accounts for 0.16% of the portfolio, ranked #143.

Advisors Capital Management first reported a position in HSY in Q2 2015 and has held it in 11 quarters since. The position peaked at $17.9M in Q1 2026. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Advisors Capital Management held 86,502 shares of Hershey worth $15.2M as of Q2 2026.
Advisors Capital Management bought 599 Hershey shares in Q2 2026, an estimated $113K.
Hershey made up 0.16% of Advisors Capital Management's portfolio in Q2 2026, its #143 holding.
Advisors Capital Management first reported a position in Hershey in Q2 2015 and has held it in 11 quarters since.
Advisors Capital Management's Hershey position peaked at $17.9M in Q1 2026.
1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.