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Bruce G. Allen Investments’s Hershey HSY Stock Holding History

Bruce G. Allen Investments’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 		$218K Sell
1,240
-27
-2% -$5.09K 0.14% 72
2026
Q1 		$263K Sell
1,267
-58
-4% -$12.2K 0.17% 64
2025
Q4 		$241K Buy
1,325
+55
+4% +$10.1K 0.16% 69
2025
Q3 		$238K Buy
1,270
+300
+31% +$54.5K 0.17% 69
2025
Q2 		$161K Sell
970
-40
-4% -$6.59K 0.12% 93
2025
Q1 		$173K Buy
1,010
+138
+16% +$22.6K 0.14% 83
2024
Q4 		$148K Sell
872
-68
-7% -$12.2K 0.12% 105
2024
Q3 		$180K Buy
940
+9
+1% +$1.75K 0.14% 89
2024
Q2 		$171K Buy
931
+122
+15% +$23.6K 0.14% 84
2024
Q1 		$157K Buy
809
+575
+246% +$111K 0.13% 98
2023
Q4 		$43.6K Buy
+234
New +$44.3K 0.04% 257

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

Bruce G. Allen Investments's HSY Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Hershey (HSY) stake by 2.1% in Q2 2026, selling an estimated $5.09K and leaving 1,240 shares worth $218K. The position accounts for 0.14% of the portfolio, ranked #72.

Bruce G. Allen Investments first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $263K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Bruce G. Allen Investments held 1,240 shares of Hershey worth $218K as of Q2 2026.
  • Bruce G. Allen Investments sold 27 Hershey shares in Q2 2026, an estimated $5.09K.
  • Hershey made up 0.14% of Bruce G. Allen Investments's portfolio in Q2 2026, its #72 holding.
  • Bruce G. Allen Investments first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Hershey position peaked at $263K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.