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BankPlus Trust Department’s Hershey HSY Stock Holding History

BankPlus Trust Department’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 		– Sell
-509
Closed -$106K – 481
2026
Q1 		$106K Buy
+509
New +$107K 0.03% 218
2025
Q1 		– Sell
-8
Closed -$1.35K – 495
2024
Q4 		$1.35K Buy
+8
New +$1.44K ﹤0.01% 420

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 $3.38T AUM 44.17% 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

BankPlus Trust Department's HSY Position: Q2 2026 in Review

BankPlus Trust Department sold out of Hershey (HSY) in Q2 2026, closing a stake of 509 shares — an estimated $106K sold.

BankPlus Trust Department first reported a position in HSY in Q4 2024 and held it in 2 quarters. The position peaked at $106K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • BankPlus Trust Department reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • BankPlus Trust Department sold 509 Hershey shares in Q2 2026, an estimated $106K.
  • BankPlus Trust Department first reported a position in Hershey in Q4 2024 and held it in 2 quarters.
  • BankPlus Trust Department's Hershey position peaked at $106K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.