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Beverly Hills Private Wealth’s Hershey HSY Stock Holding History

Beverly Hills Private Wealth’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 		$228K Sell
1,301
-8
-0.6% -$1.51K 0.04% 229
2026
Q1 		$272K Sell
1,309
-255
-16% -$53.8K 0.05% 284
2025
Q4 		$285K Hold
1,564
– – 0.05% 267
2025
Q3 		$293K Hold
1,564
– – 0.05% 273
2025
Q2 		$260K Hold
1,564
– – 0.05% 293
2025
Q1 		$267K Buy
1,564
+6
+0.4% +$982 0.05% 290
2024
Q4 		$264K Buy
1,558
+4
+0.3% +$717 0.05% 280
2024
Q3 		$298K Buy
1,554
+4
+0.3% +$778 0.06% 271
2024
Q2 		$285K Buy
1,550
+4
+0.3% +$774 0.06% 281
2024
Q1 		$301K Buy
1,546
+4
+0.3% +$772 0.07% 275
2023
Q4 		$288K Sell
1,542
-21
-1% -$3.98K 0.08% 263
2023
Q3 		$313K Buy
1,563
+9
+0.6% +$2.02K 0.09% 222
2023
Q2 		$355K Buy
1,554
+25
+2% +$6.56K 0.06% 273
2023
Q1 		$389K Buy
1,529
+68
+5% +$16K 0.12% 185
2022
Q4 		$338K Buy
+1,461
New +$337K 0.15% 159

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's HSY Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Hershey (HSY) stake by 0.61% in Q2 2026, selling an estimated $1.51K and leaving 1,301 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #229.

Beverly Hills Private Wealth first reported a position in HSY in Q4 2022 and has held it in 15 quarters since. The position peaked at $389K in Q1 2023. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Beverly Hills Private Wealth held 1,301 shares of Hershey worth $228K as of Q2 2026.
  • Beverly Hills Private Wealth sold 8 Hershey shares in Q2 2026, an estimated $1.51K.
  • Hershey made up 0.04% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #229 holding.
  • Beverly Hills Private Wealth first reported a position in Hershey in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Hershey position peaked at $389K in Q1 2023.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.