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Concorde Financial’s Hershey HSY Stock Holding History

Concorde Financial’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 		$3.13M Buy
17,825
+231
+1% +$43.6K 2.52% 21
2026
Q1 		$3.66M Buy
17,594
+290
+2% +$61.2K 2.87% 17
2025
Q4 		$3.49M Sell
17,304
-167
-1% -$30.5K 2.7% 21
2025
Q3 		$3.27M Buy
17,471
+27
+0.2% +$4.91K 1.81% 25
2025
Q2 		$2.89M Buy
17,444
+70
+0.4% +$11.5K 1.71% 27
2025
Q1 		$2.97M Buy
17,374
+838
+5% +$137K 1.64% 26
2024
Q4 		$2.8M Buy
16,536
+1,308
+9% +$235K 1.67% 28
2024
Q3 		$2.92M Sell
15,228
-402
-3% -$78.1K 1.72% 27
2024
Q2 		$2.87M Buy
15,630
+12,840
+460% +$2.48M 1.89% 25
2024
Q1 		$543K Sell
2,790
-9,342
-77% -$1.8M 0.49% 30
2023
Q4 		$2.26M Buy
12,132
+9,342
+335% +$1.77M 1.55% 29
2023
Q3 		$558K Sell
2,790
-8,042
-74% -$1.8M 0.95% 23
2023
Q2 		$2.7M Buy
10,832
+1,678
+18% +$440K 1.77% 29
2023
Q1 		$2.33M Sell
9,154
-11,588
-56% -$2.72M 1.7% 29
2022
Q4 		$4.57M Hold
20,742
– – 3.08% 10
2022
Q3 		$4.57M Buy
+20,742
New +$4.65M 3.08% 10
2022
Q2 		– Sell
-22,765
Closed -$5.11M – 45
2022
Q1 		$5.11M Sell
22,765
-155
-0.7% -$31.5K 3.14% 10
2021
Q4 		$4.46M Buy
+22,920
New +$4.15M 2.81% 15

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

Concorde Financial's HSY Position: Q2 2026 in Review

Concorde Financial increased its Hershey (HSY) stake by 1.3% in Q2 2026, buying an estimated $43.6K and bringing the position to 17,825 shares worth $3.13M. The position accounts for 2.52% of the portfolio, ranked #21.

Concorde Financial first reported a position in HSY in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.11M in Q1 2022. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Concorde Financial held 17,825 shares of Hershey worth $3.13M as of Q2 2026.
  • Concorde Financial bought 231 Hershey shares in Q2 2026, an estimated $43.6K.
  • Hershey made up 2.52% of Concorde Financial's portfolio in Q2 2026, its #21 holding.
  • Concorde Financial first reported a position in Hershey in Q4 2021 and has held it in 18 quarters since.
  • Concorde Financial's Hershey position peaked at $5.11M in Q1 2022.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Concorde Financial's 13F filing for Q2 2026, filed 14 Aug 2026.