ACA
HSY icon

Aptus Capital Advisors’s Hershey HSY Stock Holding History

Aptus 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 		$5.43M Sell
30,922
-1,480
-5% -$279K 0.04% 347
2026
Q1 		$6.74M Buy
32,402
+285
+0.9% +$60.1K 0.05% 289
2025
Q4 		$5.84M Sell
32,117
-2,109
-6% -$386K 0.04% 307
2025
Q3 		$6.4M Sell
34,226
-2,741
-7% -$498K 0.05% 282
2025
Q2 		$6.13M Sell
36,967
-2,813
-7% -$464K 0.05% 270
2025
Q1 		$6.8M Buy
39,780
+5,642
+17% +$924K 0.07% 238
2024
Q4 		$5.78M Buy
34,138
+30,734
+903% +$5.51M 0.06% 245
2024
Q3 		$653K Sell
3,404
-566
-14% -$110K 0.01% 485
2024
Q2 		$730K Buy
3,970
+112
+3% +$21.7K 0.01% 437
2024
Q1 		$750K Buy
3,858
+270
+8% +$52.1K 0.01% 435
2023
Q4 		$669K Sell
3,588
-482
-12% -$91.3K 0.02% 338
2023
Q3 		$814K Sell
4,070
-367
-8% -$82.2K 0.02% 319
2023
Q2 		$1.11M Sell
4,437
-40
-0.9% -$10.5K 0.03% 261
2023
Q1 		$1.14M Sell
4,477
-3,032
-40% -$712K 0.03% 256
2022
Q4 		$1.74M Sell
7,509
-438
-6% -$101K 0.05% 222
2022
Q3 		$1.75M Buy
7,947
+3,468
+77% +$777K 0.04% 212
2022
Q2 		$964K Sell
4,479
-42
-0.9% -$9.15K 0.03% 242
2022
Q1 		$979K Buy
4,521
+3,265
+260% +$663K 0.02% 254
2021
Q4 		$243K Buy
+1,256
New +$227K 0.01% 340
2019
Q4 		– Sell
-16,117
Closed -$2.5M – 529
2019
Q3 		$2.5M Buy
+16,117
New +$2.43M 0.14% 95

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

Aptus Capital Advisors's HSY Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Hershey (HSY) stake by 4.6% in Q2 2026, selling an estimated $279K and leaving 30,922 shares worth $5.43M. The position accounts for 0.04% of the portfolio, ranked #347.

Aptus Capital Advisors first reported a position in HSY in Q3 2019 and has held it in 20 quarters since. The position peaked at $6.8M in Q1 2025. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Aptus Capital Advisors held 30,922 shares of Hershey worth $5.43M as of Q2 2026.
  • Aptus Capital Advisors sold 1,480 Hershey shares in Q2 2026, an estimated $279K.
  • Hershey made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #347 holding.
  • Aptus Capital Advisors first reported a position in Hershey in Q3 2019 and has held it in 20 quarters since.
  • Aptus Capital Advisors's Hershey position peaked at $6.8M in Q1 2025.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.