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Allegheny Financial Group’s Hershey HSY Stock Holding History

Allegheny Financial Group’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 		$1.43M Buy
8,173
+87
+1% +$16.4K 0.15% 82
2026
Q1 		$1.68M Buy
8,086
+20
+0.2% +$4.22K 0.23% 72
2025
Q4 		$1.47M Buy
8,066
+25
+0.3% +$4.57K 0.22% 72
2025
Q3 		$1.5M Buy
8,041
+16
+0.2% +$2.91K 0.28% 66
2025
Q2 		$1.33M Buy
8,025
+34
+0.4% +$5.6K 0.3% 64
2025
Q1 		$1.37M Sell
7,991
-8
-0.1% -$1.31K 0.35% 54
2024
Q4 		$1.35M Buy
7,999
+1,121
+16% +$201K 0.35% 57
2024
Q3 		$1.32M Buy
6,878
+21
+0.3% +$4.08K 0.33% 58
2024
Q2 		$1.26M Buy
6,857
+23
+0.3% +$4.45K 0.36% 51
2024
Q1 		$1.33M Buy
6,834
+143
+2% +$27.6K 0.41% 43
2023
Q4 		$1.25M Buy
6,691
+2,051
+44% +$389K 0.4% 43
2023
Q3 		$928K Buy
4,640
+1,244
+37% +$278K 0.35% 54
2023
Q2 		$848K Sell
3,396
-1,183
-26% -$310K 0.4% 44
2023
Q1 		$1.17M Buy
4,579
+11
+0.2% +$2.58K 0.47% 40
2022
Q4 		$1.06M Buy
4,568
+11
+0.2% +$2.54K 0.44% 44
2022
Q3 		$1M Buy
4,557
+75
+2% +$16.8K 0.47% 41
2022
Q2 		$964K Buy
4,482
+77
+2% +$16.8K 0.45% 43
2022
Q1 		$954K Buy
4,405
+10
+0.2% +$2.03K 0.4% 47
2021
Q4 		$850K Buy
4,395
+6
+0.1% +$1.09K 0.34% 54
2021
Q3 		$743K Buy
4,389
+12
+0.3% +$2.12K 0.34% 53
2021
Q2 		$762K Sell
4,377
-502
-10% -$84.5K 0.34% 51
2021
Q1 		$772K Sell
4,879
-89
-2% -$13.4K 0.56% 32
2020
Q4 		$757K Buy
+4,968
New +$735K 0.41% 42

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

Allegheny Financial Group's HSY Position: Q2 2026 in Review

Allegheny Financial Group increased its Hershey (HSY) stake by 1.1% in Q2 2026, buying an estimated $16.4K and bringing the position to 8,173 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #82.

Allegheny Financial Group first reported a position in HSY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.68M in Q1 2026. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Allegheny Financial Group held 8,173 shares of Hershey worth $1.43M as of Q2 2026.
  • Allegheny Financial Group bought 87 Hershey shares in Q2 2026, an estimated $16.4K.
  • Hershey made up 0.15% of Allegheny Financial Group's portfolio in Q2 2026, its #82 holding.
  • Allegheny Financial Group first reported a position in Hershey in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's Hershey position peaked at $1.68M in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.