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COMPASS FINANCIAL MANAGEMENT LLC’s Hershey HSY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$19.5K Buy
+111
New +$20.9K ﹤0.01% 901

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HSY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Hershey (HSY) in Q2 2026: 111 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings.

1,142 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 111 shares of Hershey worth $19.5K as of Q2 2026.
  • Hershey was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Hershey made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #901 holding.
  • 1,142 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.