Bragg Financial Advisors’s Hershey HSY Stock Holding History

Bragg Financial 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 Q1	$3.99M	Buy	19,210 +493	+3%	+$104K	0.13%	145
2025 Q4	$3.41M	Buy	18,717 +458	+3%	+$83.7K	0.11%	155
2025 Q3	$3.42M	Buy	18,259 +117	+0.6%	+$21.3K	0.11%	151
2025 Q2	$3.01M	Buy	18,142 +725	+4%	+$120K	0.11%	159
2025 Q1	$2.98M	Buy	17,417 +1,491	+9%	+$244K	0.12%	149
2024 Q4	$2.7M	Buy	15,926 +2,198	+16%	+$394K	0.11%	153
2024 Q3	$2.63M	Buy	13,728 +468	+4%	+$91K	0.11%	156
2024 Q2	$2.44M	Buy	13,260 +10,378	+360%	+$2.01M	0.11%	155
2024 Q1	$561K	Buy	2,882 +199	+7%	+$38.4K	0.03%	232
2023 Q4	$500K	Buy	2,683 +63	+2%	+$11.9K	0.02%	238
2023 Q3	$524K	Buy	2,620 +502	+24%	+$112K	0.03%	239
2023 Q2	$529K	Buy	+2,118	New	+$556K	0.03%	239
2019 Q4	–	Sell	-1,579	Closed	-$245K	–	268
2019 Q3	$245K	Hold	1,579	–	–	0.03%	256
2019 Q2	$212K	Buy	+1,579	New	+$201K	0.03%	261
2014 Q3	–	Sell	-2,109	Closed	-$205K	–	225
2014 Q2	$205K	Sell	2,109 -70	-3%	-$6.87K	0.05%	228
2014 Q1	$227K	Buy	+2,179	New	+$223K	0.06%	221

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return