BA
HSY icon

Bard Associates’s Hershey HSY Stock Holding History

Bard Associates’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 		$239K Buy
1,360
+12
+0.9% +$2.26K 0.05% 128
2026
Q1 		$280K Buy
1,348
+1,205
+843% +$254K 0.07% 115
2025
Q4 		$26.1K Buy
+143
New +$26.1K 0.01% 170

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

Bard Associates's HSY Position: Q2 2026 in Review

Bard Associates increased its Hershey (HSY) stake by 0.89% in Q2 2026, buying an estimated $2.26K and bringing the position to 1,360 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #128.

Bard Associates first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Bard Associates held 1,360 shares of Hershey worth $239K as of Q2 2026.
  • Bard Associates bought 12 Hershey shares in Q2 2026, an estimated $2.26K.
  • Hershey made up 0.05% of Bard Associates's portfolio in Q2 2026, its #128 holding.
  • Bard Associates first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Bard Associates's Hershey position peaked at $280K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.