CFM Wealth Partners’s Hershey HSY Stock Holding History

CFM Wealth Partners’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	$201K	Hold	1,148	–	–	0.03%	148
2026 Q1	$239K	Hold	1,148	–	–	0.04%	137
2025 Q4	$209K	Hold	1,148	–	–	0.03%	139
2025 Q3	$215K	Buy	+1,148	New	+$209K	0.03%	141
2024 Q4	–	Sell	-1,148	Closed	-$220K	–	145
2024 Q3	$220K	Hold	1,148	–	–	0.04%	136
2024 Q2	$211K	Hold	1,148	–	–	0.04%	142
2024 Q1	$223K	Hold	1,148	–	–	0.04%	146
2023 Q4	$214K	Hold	1,148	–	–	0.05%	155
2023 Q3	$230K	Hold	1,148	–	–	0.06%	132
2023 Q2	$287K	Hold	1,148	–	–	0.07%	141
2023 Q1	$292K	Hold	1,148	–	–	0.08%	131
2022 Q4	$266K	Hold	1,148	–	–	0.08%	139
2022 Q3	$253K	Hold	1,148	–	–	0.08%	135
2022 Q2	$247K	Hold	1,148	–	–	0.07%	143
2022 Q1	$249K	Hold	1,148	–	–	0.06%	160
2021 Q4	$222K	Buy	+1,148	New	+$208K	0.05%	169
2021 Q3	–	Sell	-1,148	Closed	-$200K	–	187
2021 Q2	$200K	Buy	+1,148	New	+$193K	0.05%	171
2020 Q3	–	Sell	-1,148	Closed	-$148K	–	287
2020 Q2	$148K	Hold	1,148	–	–	0.06%	169
2020 Q1	$152K	Hold	1,148	–	–	0.07%	157
2019 Q4	$171K	Buy	+1,148	New	+$170K	0.06%	160

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFM Wealth Partners's HSY Position: Q2 2026 in Review

CFM Wealth Partners held its Hershey (HSY) position steady in Q2 2026 at 1,148 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #148.

CFM Wealth Partners first reported a position in HSY in Q4 2019 and has held it in 20 quarters since. The position peaked at $292K in Q1 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

CFM Wealth Partners held 1,148 shares of Hershey worth $201K as of Q2 2026.
CFM Wealth Partners left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #148 holding.
CFM Wealth Partners first reported a position in Hershey in Q4 2019 and has held it in 20 quarters since.
CFM Wealth Partners's Hershey position peaked at $292K in Q1 2023.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.