Burke & Herbert Bank & Trust’s Hershey HSY Stock Holding History

Burke & Herbert Bank & Trust’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	$705K	Sell	4,020 -580	-13%	-$109K	0.17%	126
2026 Q1	$956K	Hold	4,600	–	–	0.26%	96
2025 Q4	$837K	Sell	4,600 -350	-7%	-$64K	0.23%	102
2025 Q3	$926K	Hold	4,950	–	–	0.2%	122
2025 Q2	$821K	Hold	4,950	–	–	0.18%	131
2025 Q1	$847K	Hold	4,950	–	–	0.2%	124
2024 Q4	$838K	Sell	4,950 -125	-2%	-$22.4K	0.2%	123
2024 Q3	$973K	Sell	5,075 -150	-3%	-$29.2K	0.23%	116
2024 Q2	$961K	Buy	+5,225	New	+$1.01M	0.23%	116

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Burke & Herbert Bank & Trust's HSY Position: Q2 2026 in Review

Burke & Herbert Bank & Trust reduced its Hershey (HSY) stake by 13% in Q2 2026, selling an estimated $109K and leaving 4,020 shares worth $705K. The position accounts for 0.17% of the portfolio, ranked #126.

Burke & Herbert Bank & Trust first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $973K in Q3 2024. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Burke & Herbert Bank & Trust held 4,020 shares of Hershey worth $705K as of Q2 2026.
Burke & Herbert Bank & Trust sold 580 Hershey shares in Q2 2026, an estimated $109K.
Hershey made up 0.17% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #126 holding.
Burke & Herbert Bank & Trust first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
Burke & Herbert Bank & Trust's Hershey position peaked at $973K in Q3 2024.
1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.