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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
Q3 		$1.42M Sell
8,860
-1
-0% -$176 0.27% 96
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Castle Rock Wealth Management's HSY Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its Hershey (HSY) stake by 0.01% in Q3 2026, selling an estimated $176 and leaving 8,860 shares worth $1.42M. The position accounts for 0.27% of the portfolio, ranked #96.

Castle Rock Wealth Management first reported a position in HSY in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.43M in Q1 2023. 101 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Castle Rock Wealth Management held 8,860 shares of Hershey worth $1.42M as of Q3 2026.
  • Castle Rock Wealth Management sold 1 Hershey share in Q3 2026, an estimated $176.
  • Hershey made up 0.27% of Castle Rock Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Castle Rock Wealth Management first reported a position in Hershey in Q2 2022 and has held it in 18 quarters since.
  • Castle Rock Wealth Management's Hershey position peaked at $2.43M in Q1 2023.
  • 101 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.