Bank of Montreal’s Hershey HSY Stock Holding History

Bank of Montreal’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
2017 Q1	–	Sell	-13,000	Closed	-$1.26M	–	4070
2016 Q4	$1.26M	Sell	13,000 -12,000	-48%	-$1.18M	﹤0.01%	1797
2016 Q3	$2.39M	Sell	25,000 -17,600	-41%	-$1.86M	﹤0.01%	1409
2016 Q2	$4.83M	Buy	+42,600	New	+$3.99M	0.01%	1113
2016 Q1	–	Sell	-12,400	Closed	-$1.11M	–	4287
2015 Q4	$1.11M	Buy	+12,400	New	+$1.11M	﹤0.01%	1665

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal's HSY Position: Q2 2026 in Review

Bank of Montreal increased its Hershey (HSY) stake by 15% in Q2 2026, buying an estimated $10.9M and bringing the position to 445,600 shares worth $78.2M. The position accounts for 0.03% of the portfolio, ranked #456.

Bank of Montreal first reported a position in HSY in Q2 2013 and has held it in 53 quarters since. The position peaked at $212M in Q4 2019. 1,012 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Bank of Montreal held 445,600 shares of Hershey worth $78.2M as of Q2 2026.
Bank of Montreal bought 57,760 Hershey shares in Q2 2026, an estimated $10.9M.
Hershey made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #456 holding.
Bank of Montreal first reported a position in Hershey in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Hershey position peaked at $212M in Q4 2019.
1,012 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.