Bellevue Asset Management’s Hershey HSY Stock Holding History

Bellevue Asset 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	$91.1K	Buy	519 +2	+0.4%	+$377	0.04%	124
2026 Q1	$108K	Buy	517 +1	+0.2%	+$211	0.05%	106
2025 Q4	$94K	Buy	516 +2	+0.4%	+$366	0.03%	111
2025 Q3	$96.3K	Buy	514 +61	+13%	+$11.1K	0.04%	108
2025 Q2	$75.3K	Buy	453 +1	+0.2%	+$165	0.04%	121
2025 Q1	$77.4K	Buy	452 +1	+0.2%	+$164	0.04%	118
2024 Q4	$76.4K	Buy	451 +1	+0.2%	+$179	0.04%	118
2024 Q3	$86.3K	Hold	450	–	–	0.04%	112
2024 Q2	$82.7K	Hold	450	–	–	0.05%	106
2024 Q1	$87.5K	Hold	450	–	–	0.05%	105
2023 Q4	$83.9K	Hold	450	–	–	0.07%	107
2023 Q3	$90K	Hold	450	–	–	0.06%	93
2023 Q2	$112K	Hold	450	–	–	0.07%	84
2023 Q1	$114K	Sell	450 -300	-40%	-$70.5K	0.08%	84
2022 Q4	$173K	Hold	750	–	–	0.13%	63
2022 Q3	$167K	Hold	750	–	–	0.13%	66
2022 Q2	$162K	Hold	750	–	–	0.12%	74
2022 Q1	$163K	Hold	750	–	–	0.1%	81
2021 Q4	$145K	Hold	750	–	–	0.09%	88
2021 Q3	$129K	Hold	750	–	–	0.08%	102
2021 Q2	$131K	Hold	750	–	–	0.08%	101
2021 Q1	$119K	Hold	750	–	–	0.07%	107
2020 Q4	$110K	Hold	750	–	–	0.07%	106
2020 Q3	$108K	Hold	750	–	–	0.08%	102
2020 Q2	$97K	Hold	750	–	–	0.1%	111
2020 Q1	$102K	Hold	750	–	–	0.11%	105
2019 Q4	$110K	Buy	+750	New	+$111K	0.08%	103

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 $3.38T AUM 44.17% 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

Bellevue Asset Management's HSY Position: Q2 2026 in Review

Bellevue Asset Management increased its Hershey (HSY) stake by 0.39% in Q2 2026, buying an estimated $377 and bringing the position to 519 shares worth $91.1K. The position accounts for 0.04% of the portfolio, ranked #124.

Bellevue Asset Management first reported a position in HSY in Q4 2019 and has held it in 27 quarters since. The position peaked at $173K in Q4 2022. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Bellevue Asset Management held 519 shares of Hershey worth $91.1K as of Q2 2026.
Bellevue Asset Management bought 2 Hershey shares in Q2 2026, an estimated $377.
Hershey made up 0.04% of Bellevue Asset Management's portfolio in Q2 2026, its #124 holding.
Bellevue Asset Management first reported a position in Hershey in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Hershey position peaked at $173K in Q4 2022.
1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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