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Brown, Lisle/Cummings’s Hershey HSY Stock Holding History

Brown, Lisle/Cummings’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 		$97.7K Sell
557
-15
-3% -$2.83K 0.02% 311
2026
Q1 		$119K Buy
572
+29
+5% +$6.12K 0.03% 270
2025
Q4 		$98.8K Hold
543
– – 0.02% 283
2025
Q3 		$102K Sell
543
-249
-31% -$45.2K 0.03% 274
2025
Q2 		$131K Buy
792
+1
+0.1% +$165 0.04% 254
2025
Q1 		$135K Buy
791
+2
+0.3% +$327 0.04% 247
2024
Q4 		$134K Buy
789
+101
+15% +$18.1K 0.04% 240
2024
Q3 		$132K Hold
688
– – 0.04% 244
2024
Q2 		$126K Buy
688
+540
+365% +$104K 0.04% 239
2024
Q1 		$28.8K Hold
148
– – 0.01% 340
2023
Q4 		$27.6K Hold
148
– – 0.01% 333
2023
Q3 		$29.6K Hold
148
– – 0.01% 305
2023
Q2 		$37K Hold
148
– – 0.02% 292
2023
Q1 		$37.7K Hold
148
– – 0.02% 284
2022
Q4 		$34.3K Hold
148
– – 0.02% 285
2022
Q3 		$32.6K Hold
148
– – 0.02% 283
2022
Q2 		$31.8K Hold
148
– – 0.02% 289
2022
Q1 		$32.1K Hold
148
– – 0.02% 304
2021
Q4 		$28.6K Buy
+148
New +$26.8K 0.01% 312

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

Brown, Lisle/Cummings's HSY Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Hershey (HSY) stake by 2.6% in Q2 2026, selling an estimated $2.83K and leaving 557 shares worth $97.7K. The position accounts for 0.02% of the portfolio, ranked #311.

Brown, Lisle/Cummings first reported a position in HSY in Q4 2021 and has held it in 19 quarters since. The position peaked at $135K in Q1 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Brown, Lisle/Cummings held 557 shares of Hershey worth $97.7K as of Q2 2026.
  • Brown, Lisle/Cummings sold 15 Hershey shares in Q2 2026, an estimated $2.83K.
  • Hershey made up 0.02% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #311 holding.
  • Brown, Lisle/Cummings first reported a position in Hershey in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's Hershey position peaked at $135K in Q1 2025.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.