BFA
HSY icon

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
Q2 		$3.34M Sell
19,033
-177
-0.9% -$33.4K 0.09% 171
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
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

Bragg Financial Advisors's HSY Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Hershey (HSY) stake by 0.92% in Q2 2026, selling an estimated $33.4K and leaving 19,033 shares worth $3.34M. The position accounts for 0.09% of the portfolio, ranked #171.

Bragg Financial Advisors first reported a position in HSY in Q1 2014 and has held it in 17 quarters since. The position peaked at $3.99M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Bragg Financial Advisors held 19,033 shares of Hershey worth $3.34M as of Q2 2026.
  • Bragg Financial Advisors sold 177 Hershey shares in Q2 2026, an estimated $33.4K.
  • Hershey made up 0.09% of Bragg Financial Advisors's portfolio in Q2 2026, its #171 holding.
  • Bragg Financial Advisors first reported a position in Hershey in Q1 2014 and has held it in 17 quarters since.
  • Bragg Financial Advisors's Hershey position peaked at $3.99M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.