Copeland Capital Management’s Hershey HSY Stock Holding History

Copeland Capital 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	$140K	Buy	+800	New	+$151K	﹤0.01%	163
2024 Q1	–	Sell	-15	Closed	-$2.8K	–	276
2023 Q4	$2.8K	Hold	15	–	–	﹤0.01%	256
2023 Q3	$3K	Hold	15	–	–	﹤0.01%	250
2023 Q2	$3.75K	Hold	15	–	–	﹤0.01%	251
2023 Q1	$4K	Hold	15	–	–	﹤0.01%	231
2022 Q4	$3K	Hold	15	–	–	﹤0.01%	245
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	229
2022 Q2	$3K	Hold	15	–	–	﹤0.01%	233
2022 Q1	$3K	Hold	15	–	–	﹤0.01%	246
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	248
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	240
2021 Q2	$3K	Hold	15	–	–	﹤0.01%	235
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	265
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	259
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	234
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	225
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	219
2019 Q4	$2K	Hold	15	–	–	﹤0.01%	249
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	241
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	243
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	231
2018 Q4	$2K	Buy	+15	New	+$1.59K	﹤0.01%	236

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Copeland Capital Management's HSY Position: Q2 2026 in Review

Copeland Capital Management opened a new position in Hershey (HSY) in Q2 2026: 800 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #163 among its holdings. This is a return to the name: Copeland Capital Management previously reported a position in HSY as recently as Q4 2023.

Copeland Capital Management first reported a position in HSY in Q4 2018 and has held it in 22 quarters since. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Copeland Capital Management held 800 shares of Hershey worth $140K as of Q2 2026.
Hershey was a new Copeland Capital Management position in Q2 2026.
Hershey made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #163 holding.
Copeland Capital Management first reported a position in Hershey in Q4 2018 and has held it in 22 quarters since.
1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.