Bank Julius Baer & Co
HSY icon

Bank Julius Baer & Co’s Hershey HSY Stock Holding History

Bank Julius Baer & Co’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 		$9.35M Sell
53,139
-1,517
-3% -$286K 0.02% 215
2026
Q1 		$11.6M Buy
54,656
+4,901
+10% +$1.03M 0.04% 171
2025
Q4 		$9.06M Sell
49,755
-7,381
-13% -$1.35M 0.03% 189
2025
Q3 		$10.7M Sell
57,136
-7,386
-11% -$1.34M 0.03% 191
2025
Q2 		$10.7M Buy
64,522
+32,903
+104% +$5.42M 0.03% 185
2025
Q1 		$5.38M Sell
31,619
-324
-1% -$53K 0.02% 243
2024
Q4 		$5.47M Sell
31,943
-66,110
-67% -$11.9M 0.02% 237
2024
Q3 		$19.3M Buy
98,053
+74,054
+309% +$14.4M 0.06% 132
2024
Q2 		$4.77M Sell
23,999
-3,414
-12% -$661K 0.02% 186
2024
Q1 		$5.32M Sell
27,413
-615
-2% -$119K 0.02% 196
2023
Q4 		$5.23M Buy
28,028
+22,851
+441% +$4.33M 0.02% 206
2023
Q3 		$1.04M Buy
5,177
+848
+20% +$190K 0.01% 258
2023
Q2 		$1.08M Sell
4,329
-85
-2% -$22.3K 0.01% 262
2023
Q1 		$1.12M Buy
4,414
+2,131
+93% +$501K 0.01% 261
2022
Q4 		$529K Buy
2,283
+596
+35% +$137K ﹤0.01% 335
2022
Q3 		$372K Sell
1,687
-156
-8% -$35K ﹤0.01% 357
2022
Q2 		$397K Buy
1,843
+562
+44% +$122K ﹤0.01% 358
2022
Q1 		$278K Buy
1,281
+600
+88% +$122K ﹤0.01% 391
2021
Q4 		$132K Sell
681
-660
-49% -$120K ﹤0.01% 580
2021
Q3 		$227K Sell
1,341
-2,689
-67% -$475K ﹤0.01% 529
2021
Q2 		$702K Sell
4,030
-1
-0% -$168 ﹤0.01% 404
2021
Q1 		$638K Hold
4,031
– – ﹤0.01% 402
2020
Q4 		$614K Sell
4,031
-1,800
-31% -$266K 0.01% 424
2020
Q3 		$836K Buy
5,831
+160
+3% +$22.7K 0.01% 314
2020
Q2 		$756K Sell
5,671
-160
-3% -$21.5K 0.01% 307
2020
Q1 		$773K Buy
+5,831
New +$860K 0.02% 260

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

Bank Julius Baer & Co's HSY Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Hershey (HSY) stake by 2.8% in Q2 2026, selling an estimated $286K and leaving 53,139 shares worth $9.35M. The position accounts for 0.02% of the portfolio, ranked #215.

Bank Julius Baer & Co first reported a position in HSY in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.3M in Q3 2024. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Bank Julius Baer & Co held 53,139 shares of Hershey worth $9.35M as of Q2 2026.
  • Bank Julius Baer & Co sold 1,517 Hershey shares in Q2 2026, an estimated $286K.
  • Hershey made up 0.02% of Bank Julius Baer & Co's portfolio in Q2 2026, its #215 holding.
  • Bank Julius Baer & Co first reported a position in Hershey in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's Hershey position peaked at $19.3M in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.