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BCGM Wealth Management’s Hershey HSY Stock Holding History

BCGM Wealth Management’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 		$235K Sell
1,337
-25
-2% -$4.71K 0.05% 168
2026
Q1 		$283K Buy
1,362
+9
+0.7% +$1.9K 0.07% 155
2025
Q4 		$246K Buy
1,353
+9
+0.7% +$1.65K 0.06% 161
2025
Q3 		$251K Buy
1,344
+10
+0.7% +$1.82K 0.07% 157
2025
Q2 		$221K Buy
1,334
+11
+0.8% +$1.81K 0.06% 156
2025
Q1 		$226K Buy
1,323
+10
+0.8% +$1.64K 0.07% 147
2024
Q4 		$222K Buy
1,313
+10
+0.8% +$1.79K 0.07% 146
2024
Q3 		$250K Buy
1,303
+9
+0.7% +$1.75K 0.08% 138
2024
Q2 		$238K Buy
1,294
+9
+0.7% +$1.74K 0.08% 141
2024
Q1 		$250K Buy
1,285
+9
+0.7% +$1.74K 0.09% 130
2023
Q4 		$238K Buy
1,276
+9
+0.7% +$1.71K 0.1% 121
2023
Q3 		$254K Hold
1,267
– – 0.12% 106
2023
Q2 		$316K Buy
+1,267
New +$332K 0.14% 93
2023
Q1 		– Sell
-1,257
Closed -$291K – 102
2022
Q4 		$291K Buy
1,257
+5
+0.4% +$1.15K 0.14% 91
2022
Q3 		$294K Buy
1,252
+6
+0.5% +$1.34K 0.15% 90
2022
Q2 		$284K Buy
1,246
+6
+0.5% +$1.31K 0.14% 87
2022
Q1 		$280K Buy
1,240
+5
+0.4% +$1.02K 0.15% 89
2021
Q4 		$239K Buy
1,235
+6
+0.5% +$1.09K 0.13% 98
2021
Q3 		$216K Buy
1,229
+4
+0.3% +$707 0.12% 94
2021
Q2 		$219K Buy
+1,225
New +$206K 0.13% 93

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

BCGM Wealth Management's HSY Position: Q2 2026 in Review

BCGM Wealth Management reduced its Hershey (HSY) stake by 1.8% in Q2 2026, selling an estimated $4.71K and leaving 1,337 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #168.

BCGM Wealth Management first reported a position in HSY in Q2 2021 and has held it in 20 quarters since. The position peaked at $316K in Q2 2023. 1,413 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • BCGM Wealth Management held 1,337 shares of Hershey worth $235K as of Q2 2026.
  • BCGM Wealth Management sold 25 Hershey shares in Q2 2026, an estimated $4.71K.
  • Hershey made up 0.05% of BCGM Wealth Management's portfolio in Q2 2026, its #168 holding.
  • BCGM Wealth Management first reported a position in Hershey in Q2 2021 and has held it in 20 quarters since.
  • BCGM Wealth Management's Hershey position peaked at $316K in Q2 2023.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.