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Advisory Alpha’s Hershey HSY Stock Holding History

Advisory Alpha’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 		$439K Sell
2,500
-148
-6% -$27.9K 0.01% 399
2026
Q1 		$551K Buy
2,648
+13
+0.5% +$2.74K 0.02% 304
2025
Q4 		$480K Sell
2,635
-59
-2% -$10.8K 0.01% 313
2025
Q3 		$509K Sell
2,694
-40
-1% -$7.27K 0.01% 292
2025
Q2 		$454K Sell
2,734
-237
-8% -$39.1K 0.01% 282
2025
Q1 		$508K Sell
2,971
-17
-0.6% -$2.78K 0.02% 247
2024
Q4 		$506K Buy
2,988
+94
+3% +$16.9K 0.02% 232
2024
Q3 		$555K Buy
2,894
+1,340
+86% +$260K 0.02% 219
2024
Q2 		$286K Buy
1,554
+34
+2% +$6.58K 0.01% 301
2024
Q1 		$296K Buy
+1,520
New +$293K 0.01% 303
2020
Q4 		– Sell
-50
Closed -$7K – 332
2020
Q3 		$7K Buy
+50
New +$7.09K ﹤0.01% 471
2020
Q2 		– Sell
-50
Closed -$6.85K – 314
2020
Q1 		$6.85K Hold
50
– – ﹤0.01% 454
2019
Q4 		$7.49K Sell
50
-3
-6% -$445 ﹤0.01% 527
2019
Q3 		$8.29K Buy
+53
New +$8K ﹤0.01% 476

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

Advisory Alpha's HSY Position: Q2 2026 in Review

Advisory Alpha reduced its Hershey (HSY) stake by 5.6% in Q2 2026, selling an estimated $27.9K and leaving 2,500 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #399.

Advisory Alpha first reported a position in HSY in Q3 2019 and has held it in 14 quarters since. The position peaked at $555K in Q3 2024. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Advisory Alpha held 2,500 shares of Hershey worth $439K as of Q2 2026.
  • Advisory Alpha sold 148 Hershey shares in Q2 2026, an estimated $27.9K.
  • Hershey made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #399 holding.
  • Advisory Alpha first reported a position in Hershey in Q3 2019 and has held it in 14 quarters since.
  • Advisory Alpha's Hershey position peaked at $555K in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.