BBR Partners’s Hershey HSY Stock Holding History

BBR Partners’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	$267K	Hold	1,524	–	–	0.01%	216
2026 Q1	$317K	Buy	1,524 +320	+27%	+$67.5K	0.02%	198
2025 Q4	$219K	Buy	+1,204	New	+$220K	0.01%	240

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBR Partners's HSY Position: Q2 2026 in Review

BBR Partners held its Hershey (HSY) position steady in Q2 2026 at 1,524 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #216.

BBR Partners first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $317K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

BBR Partners held 1,524 shares of Hershey worth $267K as of Q2 2026.
BBR Partners left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.01% of BBR Partners's portfolio in Q2 2026, its #216 holding.
BBR Partners first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
BBR Partners's Hershey position peaked at $317K in Q1 2026.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.