Corient Private Wealth
HSY icon

Corient Private Wealth’s Hershey HSY Stock Holding History

Corient Private Wealth’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 		$5.78M Sell
32,926
-16,867
-34% -$3.18M 0.01% 846
2026
Q1 		$10.3M Buy
49,793
+12,105
+32% +$2.55M 0.01% 619
2025
Q4 		$6.86M Buy
37,688
+2,051
+6% +$375K 0.01% 667
2025
Q3 		$6.67M Sell
35,637
-418
-1% -$76K 0.01% 623
2025
Q2 		$5.98M Sell
36,055
-274
-0.8% -$45.2K 0.01% 648
2025
Q1 		$6.21M Sell
36,329
-1,882
-5% -$308K 0.01% 631
2024
Q4 		$6.47M Sell
38,211
-5,284
-12% -$948K 0.01% 631
2024
Q3 		$8.34M Buy
43,495
+6,982
+19% +$1.36M 0.01% 611
2024
Q2 		$6.71M Buy
36,513
+968
+3% +$187K 0.01% 624
2024
Q1 		$6.91M Buy
35,545
+833
+2% +$161K 0.01% 619
2023
Q4 		$6.47M Sell
34,712
-2,458
-7% -$466K 0.01% 628
2023
Q3 		$7.44M Buy
37,170
+1,197
+3% +$268K 0.02% 547
2023
Q2 		$8.98M Buy
35,973
+482
+1% +$126K 0.02% 490
2023
Q1 		$9.03M Buy
35,491
+14,927
+73% +$3.51M 0.02% 448
2022
Q4 		$4.76M Buy
+20,564
New +$4.74M 0.02% 514

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

Corient Private Wealth's HSY Position: Q2 2026 in Review

Corient Private Wealth reduced its Hershey (HSY) stake by 34% in Q2 2026, selling an estimated $3.18M and leaving 32,926 shares worth $5.78M. The position accounts for 0.01% of the portfolio, ranked #846.

Corient Private Wealth first reported a position in HSY in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q1 2026. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Corient Private Wealth held 32,926 shares of Hershey worth $5.78M as of Q2 2026.
  • Corient Private Wealth sold 16,867 Hershey shares in Q2 2026, an estimated $3.18M.
  • Hershey made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #846 holding.
  • Corient Private Wealth first reported a position in Hershey in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Hershey position peaked at $10.3M in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.