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Brookstone Capital Management’s Hershey HSY Stock Holding History

Brookstone Capital 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 		$1.55M Sell
8,814
-51,563
-85% -$9.72M 0.02% 568
2026
Q1 		$12.6M Sell
60,377
-5,592
-8% -$1.18M 0.14% 181
2025
Q4 		$12M Sell
65,969
-2,737
-4% -$500K 0.14% 180
2025
Q3 		$12.9M Sell
68,706
-2,761
-4% -$502K 0.15% 161
2025
Q2 		$11.9M Buy
71,467
+2,639
+4% +$435K 0.16% 162
2025
Q1 		$11.8M Buy
68,828
+57,916
+531% +$9.48M 0.17% 150
2024
Q4 		$1.85M Buy
10,912
+805
+8% +$144K 0.03% 391
2024
Q3 		$1.94M Buy
10,107
+544
+6% +$106K 0.03% 382
2024
Q2 		$1.86M Buy
9,563
+403
+4% +$78K 0.03% 383
2024
Q1 		$1.78M Sell
9,160
-6,493
-41% -$1.25M 0.03% 369
2023
Q4 		$2.92M Buy
15,653
+750
+5% +$142K 0.06% 272
2023
Q3 		$2.86M Buy
14,903
+2,626
+21% +$588K 0.06% 257
2023
Q2 		$2.98M Buy
12,277
+1,272
+12% +$334K 0.06% 257
2023
Q1 		$2.85M Buy
11,005
+3,946
+56% +$927K 0.06% 266
2022
Q4 		$1.59M Sell
7,059
-3,476
-33% -$801K 0.03% 347
2022
Q3 		$2.37M Buy
10,535
+583
+6% +$131K 0.05% 257
2022
Q2 		$2.19M Buy
9,952
+1,240
+14% +$270K 0.05% 274
2022
Q1 		$1.95M Buy
8,712
+2,362
+37% +$480K 0.04% 288
2021
Q4 		$1.24M Buy
6,350
+924
+17% +$167K 0.02% 350
2021
Q3 		$978K Sell
5,426
-327
-6% -$57.8K 0.02% 385
2021
Q2 		$1.01M Buy
5,753
+883
+18% +$149K 0.02% 362
2021
Q1 		$770K Buy
4,870
+261
+6% +$39.3K 0.03% 286
2020
Q4 		$702K Buy
4,609
+81
+2% +$12K 0.03% 287
2020
Q3 		$649K Sell
4,528
-358
-7% -$50.8K 0.03% 241
2020
Q2 		$633K Buy
4,886
+67
+1% +$9.01K 0.04% 212
2020
Q1 		$639K Sell
4,819
-489
-9% -$72.1K 0.04% 188
2019
Q4 		$780K Sell
5,308
-370
-7% -$54.9K 0.04% 204
2019
Q3 		$880K Sell
5,678
-219
-4% -$33.1K 0.05% 206
2019
Q2 		$790K Buy
5,897
+506
+9% +$64.3K 0.05% 200
2019
Q1 		$619K Sell
5,391
-198
-4% -$21.6K 0.04% 182
2018
Q4 		$599K Buy
5,589
+145
+3% +$15.4K 0.05% 162
2018
Q3 		$555K Buy
5,444
+1,374
+34% +$136K 0.04% 236
2018
Q2 		$379K Buy
4,070
+263
+7% +$24.5K 0.03% 266
2018
Q1 		$377K Buy
3,807
+1,657
+77% +$171K 0.03% 245
2017
Q4 		$244K Buy
+2,150
New +$237K 0.02% 283
2015
Q4 		– Sell
-1,040
Closed -$96K – 473
2015
Q3 		$96K Buy
1,040
+229
+28% +$20.9K 0.02% 281
2015
Q2 		$72K Buy
+811
New +$76.5K 0.01% 400

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Brookstone Capital Management's HSY Position: Q2 2026 in Review

Brookstone Capital Management reduced its Hershey (HSY) stake by 85% in Q2 2026, selling an estimated $9.72M and leaving 8,814 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #568.

Brookstone Capital Management first reported a position in HSY in Q2 2015 and has held it in 37 quarters since. The position peaked at $12.9M in Q3 2025. 320 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Brookstone Capital Management held 8,814 shares of Hershey worth $1.55M as of Q2 2026.
  • Brookstone Capital Management sold 51,563 Hershey shares in Q2 2026, an estimated $9.72M.
  • Hershey made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #568 holding.
  • Brookstone Capital Management first reported a position in Hershey in Q2 2015 and has held it in 37 quarters since.
  • Brookstone Capital Management's Hershey position peaked at $12.9M in Q3 2025.
  • 320 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.