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Castle Rock Wealth Management’s Hershey HSY Stock Holding History

Castle Rock 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 		$1.58M Sell
8,861
-2
-0% -$377 0.31% 90
2026
Q1 		$1.83M Buy
8,863
+1
+0% +$211 0.4% 74
2025
Q4 		$1.79M Buy
8,862
+1
+0% +$183 0.39% 79
2025
Q3 		$1.68M Buy
8,861
+1
+0% +$182 0.37% 78
2025
Q2 		$1.58M Hold
8,860
– – 0.37% 76
2025
Q1 		$1.5M Hold
8,860
– – 0.4% 68
2024
Q4 		$1.4M Sell
8,860
-57
-0.6% -$10.2K 0.33% 84
2024
Q3 		$1.68M Buy
8,917
+53
+0.6% +$10.3K 0.4% 72
2024
Q2 		$1.62M Buy
8,864
+3
+0% +$580 0.4% 68
2024
Q1 		$1.72M Buy
8,861
+1
+0% +$193 0.47% 57
2023
Q4 		$1.66M Hold
8,860
– – 0.5% 52
2023
Q3 		$1.71M Hold
8,860
– – 0.57% 34
2023
Q2 		$2.2M Hold
8,860
– – 0.75% 24
2023
Q1 		$2.43M Hold
8,860
– – 0.87% 17
2022
Q4 		$1.95M Hold
8,860
– – 0.87% 22
2022
Q3 		$2M Hold
8,860
– – 1.01% 16
2022
Q2 		$1.95M Buy
+8,860
New +$1.93M 0.99% 20

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

Castle Rock Wealth Management's HSY Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its Hershey (HSY) stake by 0.02% in Q2 2026, selling an estimated $377 and leaving 8,861 shares worth $1.58M. The position accounts for 0.31% of the portfolio, ranked #90.

Castle Rock Wealth Management first reported a position in HSY in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.43M in Q1 2023. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Castle Rock Wealth Management held 8,861 shares of Hershey worth $1.58M as of Q2 2026.
  • Castle Rock Wealth Management sold 2 Hershey shares in Q2 2026, an estimated $377.
  • Hershey made up 0.31% of Castle Rock Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Castle Rock Wealth Management first reported a position in Hershey in Q2 2022 and has held it in 17 quarters since.
  • Castle Rock Wealth Management's Hershey position peaked at $2.43M in Q1 2023.
  • 1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.