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Concurrent Investment Advisors’s Hershey HSY Stock Holding History

Concurrent Investment Advisors’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 		$1.61M Buy
9,149
+2
+0% +$377 0.01% 792
2026
Q1 		$1.9M Sell
9,147
-277
-3% -$58.4K 0.02% 632
2025
Q4 		$1.72M Buy
9,424
+4,516
+92% +$826K 0.02% 625
2025
Q3 		$918K Buy
4,908
+51
+1% +$9.27K 0.02% 678
2025
Q2 		$806K Sell
4,857
-150
-3% -$24.7K 0.02% 669
2025
Q1 		$856K Sell
5,007
-4,326
-46% -$708K 0.02% 589
2024
Q4 		$1.58M Sell
9,333
-1,523
-14% -$273K 0.04% 379
2024
Q3 		$2.08M Buy
10,856
+423
+4% +$82.2K 0.06% 306
2024
Q2 		$1.92M Buy
10,433
+422
+4% +$81.7K 0.06% 288
2024
Q1 		$1.95M Buy
10,011
+382
+4% +$73.7K 0.08% 247
2023
Q4 		$1.8M Buy
+9,629
New +$1.82M 0.08% 244

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

Concurrent Investment Advisors's HSY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Hershey (HSY) stake by 0.02% in Q2 2026, buying an estimated $377 and bringing the position to 9,149 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #792.

Concurrent Investment Advisors first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q3 2024. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Concurrent Investment Advisors held 9,149 shares of Hershey worth $1.61M as of Q2 2026.
  • Concurrent Investment Advisors bought 2 Hershey shares in Q2 2026, an estimated $377.
  • Hershey made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #792 holding.
  • Concurrent Investment Advisors first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Hershey position peaked at $2.08M in Q3 2024.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.