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Beacon Pointe Advisors’s Hershey HSY Stock Holding History

Beacon Pointe Advisors’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 		$13.4M Buy
76,464
+3,830
+5% +$722K 0.06% 277
2026
Q1 		$15.1M Buy
72,634
+1,060
+1% +$224K 0.08% 224
2025
Q4 		$13M Buy
71,574
+3,794
+6% +$694K 0.09% 202
2025
Q3 		$12.7M Buy
67,780
+5,089
+8% +$925K 0.11% 186
2025
Q2 		$10.4M Buy
62,691
+465
+0.7% +$76.6K 0.11% 168
2025
Q1 		$10.6M Buy
62,226
+45,475
+271% +$7.45M 0.12% 165
2024
Q4 		$2.84M Sell
16,751
-626
-4% -$112K 0.03% 382
2024
Q3 		$3.33M Sell
17,377
-4,873
-22% -$947K 0.04% 367
2024
Q2 		$4.09M Buy
22,250
+3,035
+16% +$587K 0.05% 327
2024
Q1 		$3.74M Sell
19,215
-2,571
-12% -$496K 0.04% 360
2023
Q4 		$4.06M Buy
21,786
+553
+3% +$105K 0.05% 328
2023
Q3 		$4.25M Buy
21,233
+7,723
+57% +$1.73M 0.05% 304
2023
Q2 		$3.37M Sell
13,510
-824
-6% -$216K 0.06% 283
2023
Q1 		$3.65M Buy
14,334
+26
+0.2% +$6.11K 0.06% 270
2022
Q4 		$3.31M Buy
14,308
+5,976
+72% +$1.38M 0.06% 267
2022
Q3 		$1.84M Sell
8,332
-1,097
-12% -$246K 0.04% 332
2022
Q2 		$2.03M Buy
9,429
+124
+1% +$27K 0.04% 328
2022
Q1 		$2.02M Buy
9,305
+2,622
+39% +$533K 0.03% 444
2021
Q4 		$1.29M Sell
6,683
-625
-9% -$113K 0.03% 330
2021
Q3 		$1.24M Buy
+7,308
New +$1.29M 0.03% 375

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

Beacon Pointe Advisors's HSY Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Hershey (HSY) stake by 5.3% in Q2 2026, buying an estimated $722K and bringing the position to 76,464 shares worth $13.4M. The position accounts for 0.06% of the portfolio, ranked #277.

Beacon Pointe Advisors first reported a position in HSY in Q3 2021 and has held it in 20 quarters since. The position peaked at $15.1M in Q1 2026. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Beacon Pointe Advisors held 76,464 shares of Hershey worth $13.4M as of Q2 2026.
  • Beacon Pointe Advisors bought 3,830 Hershey shares in Q2 2026, an estimated $722K.
  • Hershey made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #277 holding.
  • Beacon Pointe Advisors first reported a position in Hershey in Q3 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Hershey position peaked at $15.1M in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.