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Barrett & Company’s Hershey HSY Stock Holding History

Barrett & Company’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 		$7.02K Hold
40
– – ﹤0.01% 518
2026
Q1 		$8.31K Hold
40
– – ﹤0.01% 478
2025
Q4 		$7.28K Hold
40
– – ﹤0.01% 494
2025
Q3 		$7.48K Hold
40
– – ﹤0.01% 494
2025
Q2 		$6.64K Hold
40
– – ﹤0.01% 506
2025
Q1 		$6.84K Hold
40
– – ﹤0.01% 469
2024
Q4 		$6.77K Hold
40
– – ﹤0.01% 470
2024
Q3 		$7.67K Hold
40
– – ﹤0.01% 451
2024
Q2 		$7.35K Buy
+40
New +$7.74K ﹤0.01% 456

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

Barrett & Company's HSY Position: Q2 2026 in Review

Barrett & Company held its Hershey (HSY) position steady in Q2 2026 at 40 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Barrett & Company first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.31K in Q1 2026. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Barrett & Company held 40 shares of Hershey worth $7.02K as of Q2 2026.
  • Barrett & Company left its Hershey share count unchanged in Q2 2026.
  • Hershey made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #518 holding.
  • Barrett & Company first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
  • Barrett & Company's Hershey position peaked at $8.31K in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.