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Concord Wealth Partners’s Hershey HSY Stock Holding History

Concord Wealth Partners’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 		$1.05K Buy
+6
New +$1.13K ﹤0.01% 774
2026
Q1 		– Sell
-91
Closed -$16.6K – 453
2025
Q4 		$16.6K Hold
91
– – ﹤0.01% 470
2025
Q3 		$17K Hold
91
– – ﹤0.01% 473
2025
Q2 		$15.1K Hold
91
– – ﹤0.01% 499
2025
Q1 		$15.6K Hold
91
– – ﹤0.01% 460
2024
Q4 		$15.4K Sell
91
-50
-35% -$8.97K ﹤0.01% 486
2024
Q3 		$27K Sell
141
-50
-26% -$9.72K ﹤0.01% 427
2024
Q2 		$35.1K Sell
191
-100
-34% -$19.3K 0.01% 353
2024
Q1 		$56.6K Hold
291
– – 0.01% 333
2023
Q4 		$54.3K Sell
291
-68
-19% -$12.9K 0.01% 350
2023
Q3 		$71.8K Buy
359
+50
+16% +$11.2K 0.02% 327
2023
Q2 		$77.2K Buy
309
+18
+6% +$4.72K 0.02% 301
2023
Q1 		$74K Sell
291
-18
-6% -$4.23K 0.02% 290
2022
Q4 		$71.6K Buy
+309
New +$71.2K 0.02% 305
2022
Q3 		– Sell
-124
Closed -$27K – 581
2022
Q2 		$27K Buy
124
+18
+17% +$3.92K 0.01% 479
2022
Q1 		$23K Hold
106
– – 0.01% 604
2021
Q4 		$21K Buy
106
+100
+1,667% +$18.1K 0.01% 631
2021
Q3 		$1K Sell
6
-100
-94% -$17.7K ﹤0.01% 837
2021
Q2 		$18K Hold
106
– – 0.01% 524
2021
Q1 		$17K Buy
106
+100
+1,667% +$15.1K 0.01% 501
2020
Q4 		$1K Buy
+6
New +$888 ﹤0.01% 626

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

Concord Wealth Partners's HSY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Hershey (HSY) in Q2 2026: 6 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HSY as recently as Q4 2025.

Concord Wealth Partners first reported a position in HSY in Q4 2020 and has held it in 21 quarters since. The position peaked at $77.2K in Q2 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Concord Wealth Partners held 6 shares of Hershey worth $1.05K as of Q2 2026.
  • Hershey was a new Concord Wealth Partners position in Q2 2026.
  • Hershey made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #774 holding.
  • Concord Wealth Partners first reported a position in Hershey in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Hershey position peaked at $77.2K in Q2 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.