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Comprehensive Financial Planning’s Hershey HSY Stock Holding History

Comprehensive Financial Planning’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 		$10K Hold
57
– – 0.01% 284
2026
Q1 		$11.8K Hold
57
– – 0.01% 254
2025
Q4 		$10.4K Sell
57
-268
-82% -$49K 0.01% 256
2025
Q3 		$60.8K Buy
325
+2
+0.6% +$363 0.04% 152
2025
Q2 		$53.6K Buy
323
+3
+0.9% +$494 0.04% 152
2025
Q1 		$54.9K Buy
320
+1
+0.3% +$164 0.05% 129
2024
Q4 		$54K Buy
+319
New +$57.2K 0.05% 153

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

Comprehensive Financial Planning's HSY Position: Q2 2026 in Review

Comprehensive Financial Planning held its Hershey (HSY) position steady in Q2 2026 at 57 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #284.

Comprehensive Financial Planning first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.8K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Comprehensive Financial Planning held 57 shares of Hershey worth $10K as of Q2 2026.
  • Comprehensive Financial Planning left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #284 holding.
  • Comprehensive Financial Planning first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Hershey position peaked at $60.8K in Q3 2025.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.