Bank of Montreal
HSY icon

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
2019
Q3 		– Sell
-17,600
Closed -$2.36M – 4835
2019
Q2 		$2.36M Buy
+17,600
New +$2.24M ﹤0.01% 1580
2016
Q1 		– Sell
-20,000
Closed -$1.78M – 4288
2015
Q4 		$1.78M Buy
+20,000
New +$1.79M ﹤0.01% 1453

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 1,165 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.
  • 1,165 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.