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Bare Financial Services’s Hershey HSY Stock Holding History

Bare Financial Services’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 		$14.9K Hold
85
– – ﹤0.01% 411
2026
Q1 		$17.7K Hold
85
– – ﹤0.01% 153
2025
Q4 		$15.5K Hold
85
– – ﹤0.01% 151
2025
Q3 		$15.9K Buy
85
+83
+4,150% +$15.1K ﹤0.01% 145
2025
Q2 		$332 Hold
2
– – ﹤0.01% 1194
2025
Q1 		$342 Buy
+2
New +$327 ﹤0.01% 916
2024
Q1 		– Sell
-238
Closed -$44.4K – 140
2023
Q4 		$44.4K Buy
+238
New +$45.1K 0.09% 47

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

Bare Financial Services's HSY Position: Q2 2026 in Review

Bare Financial Services held its Hershey (HSY) position steady in Q2 2026 at 85 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Bare Financial Services first reported a position in HSY in Q4 2023 and has held it in 7 quarters since. The position peaked at $44.4K in Q4 2023. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Bare Financial Services held 85 shares of Hershey worth $14.9K as of Q2 2026.
  • Bare Financial Services left its Hershey share count unchanged in Q2 2026.
  • Hershey made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #411 holding.
  • Bare Financial Services first reported a position in Hershey in Q4 2023 and has held it in 7 quarters since.
  • Bare Financial Services's Hershey position peaked at $44.4K in Q4 2023.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.