Carolina Wealth Advisors’s Hershey HSY Stock Holding History

Carolina Wealth Advisors’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	$175	Hold	1	–	–	﹤0.01%	276
2026 Q1	$208	Hold	1	–	–	﹤0.01%	273
2025 Q4	$182	Hold	1	–	–	﹤0.01%	264
2025 Q3	$187	Hold	1	–	–	﹤0.01%	222
2025 Q2	$166	Hold	1	–	–	﹤0.01%	259
2025 Q1	$171	Hold	1	–	–	﹤0.01%	276
2024 Q4	$169	Hold	1	–	–	﹤0.01%	289
2024 Q3	$192	Hold	1	–	–	﹤0.01%	328
2024 Q2	$184	Hold	1	–	–	﹤0.01%	216
2024 Q1	$194	Hold	1	–	–	﹤0.01%	213
2023 Q4	$186	Hold	1	–	–	﹤0.01%	240
2023 Q3	$200	Hold	1	–	–	﹤0.01%	257
2023 Q2	$250	Hold	1	–	–	﹤0.01%	244
2023 Q1	$254	Hold	1	–	–	﹤0.01%	259
2022 Q4	$0	Hold	1	–	–	﹤0.01%	245
2022 Q3	$0	Hold	1	–	–	﹤0.01%	259
2022 Q2	$0	Hold	1	–	–	﹤0.01%	280
2022 Q1	$0	Hold	1	–	–	﹤0.01%	290
2021 Q4	$0	Hold	1	–	–	﹤0.01%	282
2021 Q3	$0	Hold	1	–	–	﹤0.01%	284
2021 Q2	$0	Hold	1	–	–	﹤0.01%	302
2021 Q1	$0	Hold	1	–	–	﹤0.01%	320
2020 Q4	$0	Hold	1	–	–	﹤0.01%	254
2020 Q3	$0	Hold	1	–	–	﹤0.01%	222
2020 Q2	$0	Buy	+1	New	+$134	﹤0.01%	178

Other funds holding HSY

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Carolina Wealth Advisors's HSY Position: Q2 2026 in Review

Carolina Wealth Advisors held its Hershey (HSY) position steady in Q2 2026 at 1 share worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Carolina Wealth Advisors first reported a position in HSY in Q2 2020 and has held it in 25 quarters since. The position peaked at $254 in Q1 2023. 408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Carolina Wealth Advisors held 1 share of Hershey worth $175 as of Q2 2026.
Carolina Wealth Advisors left its Hershey share count unchanged in Q2 2026.
Hershey made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #276 holding.
Carolina Wealth Advisors first reported a position in Hershey in Q2 2020 and has held it in 25 quarters since.
Carolina Wealth Advisors's Hershey position peaked at $254 in Q1 2023.
408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.