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Annis Gardner Whiting Capital Advisors’s Hershey HSY Stock Holding History

Annis Gardner Whiting Capital 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
-58
Closed -$12.1K – 746
2026
Q1 		$12.1K Buy
58
+9
+18% +$1.9K ﹤0.01% 839
2025
Q4 		$8.92K Sell
49
-368
-88% -$67.3K ﹤0.01% 796
2025
Q3 		$78K Buy
417
+375
+893% +$68.1K 0.02% 428
2025
Q2 		$6.97K Buy
42
+7
+20% +$1.15K ﹤0.01% 794
2025
Q1 		$5.99K Hold
35
– – ﹤0.01% 607
2024
Q4 		$5.93K Sell
35
-1
-3% -$179 ﹤0.01% 593
2024
Q3 		$6.91K Hold
36
– – ﹤0.01% 601
2024
Q2 		$6.62K Sell
36
-9
-20% -$1.74K ﹤0.01% 741
2024
Q1 		$8.76K Buy
45
+8
+22% +$1.54K ﹤0.01% 686
2023
Q4 		$6.9K Sell
37
-33
-47% -$6.25K ﹤0.01% 511
2023
Q3 		$14K Buy
+70
New +$15.7K 0.01% 434

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's HSY Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Hershey (HSY) in Q2 2026, closing a stake of 58 shares — an estimated $12.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HSY in Q3 2023 and held it in 11 quarters. The position peaked at $78K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 58 Hershey shares in Q2 2026, an estimated $12.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Hershey in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Hershey position peaked at $78K in Q3 2025.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.