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Commonwealth Retirement Investments’s Hershey HSY Stock Holding History

Commonwealth Retirement Investments’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 		$573K Sell
3,268
-6,795
-68% -$1.28M 0.16% 88
2026
Q1 		$2.09M Buy
10,063
+431
+4% +$90.9K 0.65% 44
2025
Q4 		$1.75M Sell
9,632
-20
-0.2% -$3.66K 0.56% 48
2025
Q3 		$1.81M Buy
9,652
+291
+3% +$52.9K 0.61% 48
2025
Q2 		$1.55M Buy
9,361
+789
+9% +$130K 0.59% 48
2025
Q1 		$1.47M Buy
8,572
+1,549
+22% +$254K 0.6% 51
2024
Q4 		$1.19M Sell
7,023
-702
-9% -$126K 0.49% 58
2024
Q3 		$1.48M Buy
7,725
+125
+2% +$24.3K 0.62% 51
2024
Q2 		$1.4M Buy
7,600
+623
+9% +$121K 0.64% 47
2024
Q1 		$1.36M Buy
6,977
+2,197
+46% +$424K 0.65% 48
2023
Q4 		$891K Sell
4,780
-1,398
-23% -$265K 0.47% 55
2023
Q3 		$1.24M Buy
+6,178
New +$1.38M 0.71% 39

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

Commonwealth Retirement Investments's HSY Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its Hershey (HSY) stake by 68% in Q2 2026, selling an estimated $1.28M and leaving 3,268 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #88.

Commonwealth Retirement Investments first reported a position in HSY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Commonwealth Retirement Investments held 3,268 shares of Hershey worth $573K as of Q2 2026.
  • Commonwealth Retirement Investments sold 6,795 Hershey shares in Q2 2026, an estimated $1.28M.
  • Hershey made up 0.16% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #88 holding.
  • Commonwealth Retirement Investments first reported a position in Hershey in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Retirement Investments's Hershey position peaked at $2.09M in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.