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Atomi Financial Group’s Hershey HSY Stock Holding History

Atomi 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 		$276K Sell
1,574
-308
-16% -$58.1K 0.01% 1077
2026
Q1 		$391K Buy
1,882
+265
+16% +$55.9K 0.01% 822
2025
Q4 		$294K Buy
1,617
+183
+13% +$33.5K 0.01% 951
2025
Q3 		$268K Buy
1,434
+218
+18% +$39.6K 0.01% 954
2025
Q2 		$202K Buy
+1,216
New +$200K 0.01% 1042
2024
Q4 		– Sell
-1,223
Closed -$235K – 996
2024
Q3 		$235K Buy
+1,223
New +$238K 0.01% 784

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

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

Atomi Financial Group reduced its Hershey (HSY) stake by 16% in Q2 2026, selling an estimated $58.1K and leaving 1,574 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #1077.

Atomi Financial Group first reported a position in HSY in Q3 2024 and has held it in 6 quarters since. The position peaked at $391K in Q1 2026. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Atomi Financial Group held 1,574 shares of Hershey worth $276K as of Q2 2026.
  • Atomi Financial Group sold 308 Hershey shares in Q2 2026, an estimated $58.1K.
  • Hershey made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1077 holding.
  • Atomi Financial Group first reported a position in Hershey in Q3 2024 and has held it in 6 quarters since.
  • Atomi Financial Group's Hershey position peaked at $391K in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.