Alethea Capital Management’s Hershey HSY Stock Holding History

Alethea 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	$354K	Buy	+2,016	New	+$380K	0.15%	32
2020 Q3	–	Sell	-3,271	Closed	-$424K	–	85
2020 Q2	$424K	Buy	+3,271	New	+$440K	0.25%	58
2020 Q1	–	Sell	-5,827	Closed	-$856K	–	91
2019 Q4	$856K	Sell	5,827 -1,694	-23%	-$251K	0.37%	22
2019 Q3	$1.17M	Buy	+7,521	New	+$1.14M	0.74%	5
2017 Q1	–	Sell	-21,324	Closed	-$2.21M	–	88
2016 Q4	$2.21M	Buy	+21,324	New	+$2.11M	2.78%	5
2015 Q3	–	Sell	-3,509	Closed	-$312K	–	69
2015 Q2	$312K	Buy	+3,509	New	+$331K	0.48%	56

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

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

Alethea Capital Management opened a new position in Hershey (HSY) in Q2 2026: 2,016 shares worth $354K. The stake represents 0.15% of the portfolio and ranks #32 among its holdings. This is a return to the name: Alethea Capital Management previously reported a position in HSY as recently as Q2 2020.

Alethea Capital Management first reported a position in HSY in Q2 2015 and has held it in 6 quarters since. The position peaked at $2.21M in Q4 2016. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Alethea Capital Management held 2,016 shares of Hershey worth $354K as of Q2 2026.
Hershey was a new Alethea Capital Management position in Q2 2026.
Hershey made up 0.15% of Alethea Capital Management's portfolio in Q2 2026, its #32 holding.
Alethea Capital Management first reported a position in Hershey in Q2 2015 and has held it in 6 quarters since.
Alethea Capital Management's Hershey position peaked at $2.21M in Q4 2016.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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