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Cassaday & Co Wealth Management’s Hershey HSY Stock Holding History

Cassaday & Co Wealth Management’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 		$674K Buy
3,842
+30
+0.8% +$5.66K 0.01% 194
2026
Q1 		$792K Sell
3,812
-75
-2% -$15.8K 0.02% 164
2025
Q4 		$707K Sell
3,887
-81
-2% -$14.8K 0.01% 181
2025
Q3 		$742K Buy
3,968
+28
+0.7% +$5.09K 0.02% 173
2025
Q2 		$654K Buy
3,940
+28
+0.7% +$4.62K 0.02% 180
2025
Q1 		$669K Buy
3,912
+29
+0.7% +$4.75K 0.02% 164
2024
Q4 		$658K Buy
3,883
+27
+0.7% +$4.84K 0.02% 168
2024
Q3 		$739K Buy
3,856
+234
+6% +$45.5K 0.02% 146
2024
Q2 		$666K Buy
3,622
+16
+0.4% +$3.1K 0.02% 148
2024
Q1 		$701K Buy
3,606
+33
+0.9% +$6.37K 0.02% 145
2023
Q4 		$666K Buy
3,573
+25
+0.7% +$4.74K 0.02% 136
2023
Q3 		$710K Buy
3,548
+79
+2% +$17.7K 0.03% 111
2023
Q2 		$866K Sell
3,469
-35
-1% -$9.18K 0.03% 106
2023
Q1 		$892K Buy
3,504
+15
+0.4% +$3.52K 0.04% 106
2022
Q4 		$808K Buy
+3,489
New +$804K 0.04% 110

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's HSY Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Hershey (HSY) stake by 0.79% in Q2 2026, buying an estimated $5.66K and bringing the position to 3,842 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #194.

Cassaday & Co Wealth Management first reported a position in HSY in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q1 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Cassaday & Co Wealth Management held 3,842 shares of Hershey worth $674K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 30 Hershey shares in Q2 2026, an estimated $5.66K.
  • Hershey made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Cassaday & Co Wealth Management first reported a position in Hershey in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Hershey position peaked at $892K in Q1 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.