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Cornerstone Planning Group’s Hershey HSY Stock Holding History

Cornerstone Planning Group’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 		$21.2K Sell
123
-22
-15% -$4.15K ﹤0.01% 662
2026
Q1 		$26.7K Buy
145
+13
+10% +$2.74K ﹤0.01% 580
2025
Q4 		$25.4K Sell
132
-8
-6% -$1.46K ﹤0.01% 526
2025
Q3 		$24K Buy
140
+114
+438% +$20.7K ﹤0.01% 521
2025
Q2 		$4.91K Buy
26
+7
+37% +$1.15K ﹤0.01% 728
2025
Q1 		$3.17K Buy
19
+4
+27% +$655 ﹤0.01% 864
2024
Q4 		$2.31K Buy
+15
New +$2.69K ﹤0.01% 758

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

Cornerstone Planning Group's HSY Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Hershey (HSY) stake by 15% in Q2 2026, selling an estimated $4.15K and leaving 123 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Cornerstone Planning Group first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.7K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Cornerstone Planning Group held 123 shares of Hershey worth $21.2K as of Q2 2026.
  • Cornerstone Planning Group sold 22 Hershey shares in Q2 2026, an estimated $4.15K.
  • Hershey made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #662 holding.
  • Cornerstone Planning Group first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Hershey position peaked at $26.7K in Q1 2026.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.