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Berkshire Asset Management’s Hershey HSY Stock Holding History

Berkshire 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 		$26.3M Buy
150,185
+2,926
+2% +$552K 1.03% 36
2026
Q1 		$30.6M Buy
147,259
+1,105
+0.8% +$233K 1.31% 33
2025
Q4 		$26.6M Sell
146,154
-1,763
-1% -$322K 1.17% 34
2025
Q3 		$27.7M Buy
147,917
+2,897
+2% +$526K 1.18% 34
2025
Q2 		$24.1M Sell
145,020
-437
-0.3% -$72K 1.09% 35
2025
Q1 		$24.7M Buy
145,457
+74,894
+106% +$12.3M 1.18% 35
2024
Q4 		$10.6M Sell
70,563
-1,264
-2% -$227K 0.5% 47
2024
Q3 		$13.2M Hold
71,827
– – 0.67% 43
2024
Q2 		$13.2M Buy
+71,827
New +$13.9M 0.66% 44

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

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

Berkshire Asset Management increased its Hershey (HSY) stake by 2% in Q2 2026, buying an estimated $552K and bringing the position to 150,185 shares worth $26.3M. The position accounts for 1.03% of the portfolio, ranked #36.

Berkshire Asset Management first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.6M in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Berkshire Asset Management held 150,185 shares of Hershey worth $26.3M as of Q2 2026.
  • Berkshire Asset Management bought 2,926 Hershey shares in Q2 2026, an estimated $552K.
  • Hershey made up 1.03% of Berkshire Asset Management's portfolio in Q2 2026, its #36 holding.
  • Berkshire Asset Management first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
  • Berkshire Asset Management's Hershey position peaked at $30.6M in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.