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Applied Finance Capital Management’s Hershey HSY Stock Holding History

Applied Finance 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 		– Sell
-5,236
Closed -$1.09M – 241
2026
Q1 		$1.09M Buy
5,236
+464
+10% +$97.9K 0.08% 98
2025
Q4 		$868K Buy
4,772
+1,238
+35% +$226K 0.06% 117
2025
Q3 		$661K Sell
3,534
-503
-12% -$91.4K 0.05% 150
2025
Q2 		$670K Sell
4,037
-1,068
-21% -$176K 0.05% 172
2025
Q1 		$873K Buy
5,105
+963
+23% +$158K 0.06% 127
2024
Q4 		$701K Sell
4,142
-13
-0.3% -$2.33K 0.03% 145
2024
Q3 		$797K Buy
4,155
+256
+7% +$49.8K 0.03% 146
2024
Q2 		$717K Buy
+3,899
New +$754K 0.03% 136

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

Applied Finance Capital Management's HSY Position: Q2 2026 in Review

Applied Finance Capital Management sold out of Hershey (HSY) in Q2 2026, closing a stake of 5,236 shares — an estimated $1.09M sold.

Applied Finance Capital Management first reported a position in HSY in Q2 2024 and held it in 8 quarters. The position peaked at $1.09M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Applied Finance Capital Management reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 5,236 Hershey shares in Q2 2026, an estimated $1.09M.
  • Applied Finance Capital Management first reported a position in Hershey in Q2 2024 and held it in 8 quarters.
  • Applied Finance Capital Management's Hershey position peaked at $1.09M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.