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Callan Family Office’s Hershey HSY Stock Holding History

Callan Family Office’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 		$894K Sell
5,095
-304
-6% -$57.3K 0.02% 626
2026
Q1 		$1.12M Buy
5,399
+319
+6% +$67.3K 0.03% 531
2025
Q4 		$924K Buy
5,080
+1,404
+38% +$257K 0.02% 570
2025
Q3 		$688K Sell
3,676
-237
-6% -$43.1K 0.02% 453
2025
Q2 		$649K Buy
3,913
+1,549
+66% +$255K 0.02% 507
2025
Q1 		$404K Sell
2,364
-762
-24% -$125K 0.03% 373
2024
Q4 		$529K Buy
+3,126
New +$561K 0.03% 358

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

Callan Family Office's HSY Position: Q2 2026 in Review

Callan Family Office reduced its Hershey (HSY) stake by 5.6% in Q2 2026, selling an estimated $57.3K and leaving 5,095 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #626.

Callan Family Office first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Callan Family Office held 5,095 shares of Hershey worth $894K as of Q2 2026.
  • Callan Family Office sold 304 Hershey shares in Q2 2026, an estimated $57.3K.
  • Hershey made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #626 holding.
  • Callan Family Office first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Hershey position peaked at $1.12M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.