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Cary Street Partners Investment Advisory’s Hershey HSY Stock Holding History

Cary Street Partners Investment Advisory’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 		$188K Buy
1,071
+10
+0.9% +$1.89K 0.04% 393
2026
Q1 		$221K Buy
1,061
+108
+11% +$22.8K 0.06% 329
2025
Q4 		$173K Buy
953
+23
+2% +$4.21K 0.05% 353
2025
Q3 		$174K Buy
930
+75
+9% +$13.6K 0.07% 292
2025
Q2 		$142K Sell
855
-108
-11% -$17.8K 0.07% 288
2025
Q1 		$165K Buy
963
+480
+99% +$78.6K 0.1% 243
2024
Q4 		$81.8K Sell
483
-2,088
-81% -$374K 0.05% 277
2024
Q3 		$493K Sell
2,571
-85
-3% -$16.5K 0.02% 501
2024
Q2 		$488K Buy
2,656
+557
+27% +$108K 0.02% 474
2024
Q1 		$408K Buy
2,099
+123
+6% +$23.7K 0.02% 499
2023
Q4 		$368K Buy
1,976
+186
+10% +$35.2K 0.02% 484
2023
Q3 		$358K Buy
1,790
+140
+8% +$31.3K 0.02% 441
2023
Q2 		$412K Sell
1,650
-44
-3% -$11.5K 0.03% 388
2023
Q1 		$431K Hold
1,694
– – 0.03% 357
2022
Q4 		$392K Hold
1,694
– – 0.03% 369
2022
Q3 		$373K Buy
1,694
+1,186
+233% +$266K 0.03% 353
2022
Q2 		$109K Buy
+508
New +$111K 0.01% 500
2021
Q1 		– Sell
-1,391
Closed -$212K – 366
2020
Q4 		$212K Buy
1,391
+651
+88% +$96.3K 0.04% 323
2020
Q3 		$106K Buy
+740
New +$105K 0.02% 367

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Cary Street Partners Investment Advisory's HSY Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Hershey (HSY) stake by 0.94% in Q2 2026, buying an estimated $1.89K and bringing the position to 1,071 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #393.

Cary Street Partners Investment Advisory first reported a position in HSY in Q3 2020 and has held it in 19 quarters since. The position peaked at $493K in Q3 2024. 889 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,071 shares of Hershey worth $188K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 10 Hershey shares in Q2 2026, an estimated $1.89K.
  • Hershey made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #393 holding.
  • Cary Street Partners Investment Advisory first reported a position in Hershey in Q3 2020 and has held it in 19 quarters since.
  • Cary Street Partners Investment Advisory's Hershey position peaked at $493K in Q3 2024.
  • 889 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.