BOK Financial Private Wealth’s Hershey HSY Stock Holding History

BOK Financial 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	$63.8K	Buy	364 +34	+10%	+$6.41K	﹤0.01%	264
2026 Q1	$68.6K	Hold	330	–	–	﹤0.01%	243
2025 Q4	$60K	Hold	330	–	–	﹤0.01%	266
2025 Q3	$61.7K	Hold	330	–	–	﹤0.01%	235
2025 Q2	$54.7K	Sell	330 -41	-11%	-$6.76K	﹤0.01%	242
2025 Q1	$63.4K	Buy	371 +41	+12%	+$6.71K	﹤0.01%	243
2024 Q4	$55.8K	Hold	330	–	–	﹤0.01%	255
2024 Q3	$63.2K	Hold	330	–	–	﹤0.01%	243
2024 Q2	$60.6K	Hold	330	–	–	﹤0.01%	237
2024 Q1	$64.1K	Hold	330	–	–	﹤0.01%	236
2023 Q4	$61.5K	Hold	330	–	–	0.01%	224
2023 Q3	$66K	Hold	330	–	–	0.01%	211
2023 Q2	$82.3K	Buy	+330	New	+$86.6K	0.01%	201

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 $3.37T AUM 44.26% 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

BOK Financial Private Wealth's HSY Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Hershey (HSY) stake by 10% in Q2 2026, buying an estimated $6.41K and bringing the position to 364 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

BOK Financial Private Wealth first reported a position in HSY in Q2 2023 and has held it in 13 quarters since. The position peaked at $82.3K in Q2 2023. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

BOK Financial Private Wealth held 364 shares of Hershey worth $63.8K as of Q2 2026.
BOK Financial Private Wealth bought 34 Hershey shares in Q2 2026, an estimated $6.41K.
Hershey made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #264 holding.
BOK Financial Private Wealth first reported a position in Hershey in Q2 2023 and has held it in 13 quarters since.
BOK Financial Private Wealth's Hershey position peaked at $82.3K in Q2 2023.
1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.