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Brookwood Investment Group’s Hershey HSY Stock Holding History

Brookwood Investment Group’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 		– Sell
-1,858
Closed -$386K – 572
2026
Q1 		$386K Sell
1,858
-362
-16% -$76.3K 0.05% 335
2025
Q4 		$404K Buy
+2,220
New +$406K 0.05% 336

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Brookwood Investment Group's HSY Position: Q2 2026 in Review

Brookwood Investment Group sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,858 shares — an estimated $386K sold.

Brookwood Investment Group first reported a position in HSY in Q4 2025 and held it in 2 quarters. The position peaked at $404K in Q4 2025. 967 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Brookwood Investment Group reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 1,858 Hershey shares in Q2 2026, an estimated $386K.
  • Brookwood Investment Group first reported a position in Hershey in Q4 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Hershey position peaked at $404K in Q4 2025.
  • 967 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.