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Coldstream Capital Management’s Hershey HSY Stock Holding History

Coldstream Capital 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 		$482K Sell
2,746
-538
-16% -$101K 0.01% 754
2026
Q1 		$683K Buy
3,284
+786
+31% +$166K 0.01% 598
2025
Q4 		$455K Sell
2,498
-784
-24% -$143K 0.01% 762
2025
Q3 		$614K Buy
3,282
+534
+19% +$97K 0.01% 642
2025
Q2 		$456K Sell
2,748
-51
-2% -$8.41K 0.01% 698
2025
Q1 		$479K Sell
2,799
-161
-5% -$26.4K 0.01% 621
2024
Q4 		$501K Buy
2,960
+494
+20% +$88.6K 0.01% 610
2024
Q3 		$470K Buy
2,466
+252
+11% +$49K 0.01% 630
2024
Q2 		$407K Buy
2,214
+397
+22% +$76.8K 0.01% 632
2024
Q1 		$353K Buy
1,817
+58
+3% +$11.2K 0.01% 694
2023
Q4 		$328K Buy
1,759
+184
+12% +$34.9K 0.01% 671
2023
Q3 		$315K Sell
1,575
-380
-19% -$85.1K 0.01% 583
2023
Q2 		$488K Buy
1,955
+14
+0.7% +$3.67K 0.02% 459
2023
Q1 		$494K Buy
1,941
+105
+6% +$24.7K 0.02% 449
2022
Q4 		$425K Buy
+1,836
New +$423K 0.02% 484
2022
Q2 		$384K Buy
+1,785
New +$389K 0.02% 480
2022
Q1 		– Sell
-1,153
Closed -$223K – 813
2021
Q4 		$223K Buy
+1,153
New +$209K 0.01% 750

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's HSY Position: Q2 2026 in Review

Coldstream Capital Management reduced its Hershey (HSY) stake by 16% in Q2 2026, selling an estimated $101K and leaving 2,746 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #754.

Coldstream Capital Management first reported a position in HSY in Q4 2021 and has held it in 17 quarters since. The position peaked at $683K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Coldstream Capital Management held 2,746 shares of Hershey worth $482K as of Q2 2026.
  • Coldstream Capital Management sold 538 Hershey shares in Q2 2026, an estimated $101K.
  • Hershey made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #754 holding.
  • Coldstream Capital Management first reported a position in Hershey in Q4 2021 and has held it in 17 quarters since.
  • Coldstream Capital Management's Hershey position peaked at $683K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.