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Calton & Associates’s Hershey HSY Stock Holding History

Calton & Associates’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 		$329K Buy
+1,877
New +$354K 0.05% 292
2018
Q3 		– Sell
-2,735
Closed -$267K – 303
2018
Q2 		$267K Buy
+2,735
New +$255K 0.08% 211
2018
Q1 		– Sell
-977
Closed -$108K – 753
2017
Q4 		$108K Buy
+977
New +$107K 0.03% 471

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

Calton & Associates's HSY Position: Q2 2026 in Review

Calton & Associates opened a new position in Hershey (HSY) in Q2 2026: 1,877 shares worth $329K. The stake represents 0.05% of the portfolio and ranks #292 among its holdings. This is a return to the name: Calton & Associates previously reported a position in HSY as recently as Q2 2018.

Calton & Associates first reported a position in HSY in Q4 2017 and has held it in 3 quarters since. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Calton & Associates held 1,877 shares of Hershey worth $329K as of Q2 2026.
  • Hershey was a new Calton & Associates position in Q2 2026.
  • Hershey made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #292 holding.
  • Calton & Associates first reported a position in Hershey in Q4 2017 and has held it in 3 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.