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Compass Financial Management’s Hershey HSY Stock Holding History

Compass Financial 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 		$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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Compass Financial Management's HSY Position: Q2 2026 in Review

Compass Financial Management 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.

1,341 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Compass Financial Management held 111 shares of Hershey worth $19.5K as of Q2 2026.
  • Hershey was a new Compass Financial Management position in Q2 2026.
  • Hershey made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #901 holding.
  • 1,341 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.