Costello Asset Management’s Hershey HSY Stock Holding History

Costello Asset 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	$136K	Buy	777 +6	+0.8%	+$1.13K	0.04%	147
2026 Q1	$160K	Buy	771 +3	+0.4%	+$633	0.06%	122
2025 Q4	$140K	Buy	768 +4	+0.5%	+$731	0.05%	129
2025 Q3	$143K	Sell	764 -246	-24%	-$44.7K	0.05%	131
2025 Q2	$168K	Buy	1,010 +5	+0.5%	+$824	0.06%	119
2025 Q1	$172K	Buy	+1,005	New	+$165K	0.07%	111
2024 Q2	–	Sell	-200	Closed	-$38.9K	–	175
2024 Q1	$38.9K	Sell	200 -75	-27%	-$14.5K	0.03%	104
2023 Q4	$51.3K	Buy	275 +150	+120%	+$28.4K	0.04%	94
2023 Q3	$25K	Buy	+125	New	+$28K	0.02%	108
2021 Q2	–	Sell	-4,745	Closed	-$751K	–	239
2021 Q1	$751K	Buy	4,745 +2,030	+75%	+$306K	0.52%	39
2020 Q4	$414K	Buy	2,715 +100	+4%	+$14.8K	0.31%	46
2020 Q3	$375K	Buy	2,615 +1,025	+64%	+$145K	0.33%	43
2020 Q2	$206K	Buy	+1,590	New	+$214K	0.2%	50

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

Costello Asset Management's HSY Position: Q2 2026 in Review

Costello Asset Management increased its Hershey (HSY) stake by 0.78% in Q2 2026, buying an estimated $1.13K and bringing the position to 777 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #147.

Costello Asset Management first reported a position in HSY in Q2 2020 and has held it in 13 quarters since. The position peaked at $751K in Q1 2021. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Costello Asset Management held 777 shares of Hershey worth $136K as of Q2 2026.
Costello Asset Management bought 6 Hershey shares in Q2 2026, an estimated $1.13K.
Hershey made up 0.04% of Costello Asset Management's portfolio in Q2 2026, its #147 holding.
Costello Asset Management first reported a position in Hershey in Q2 2020 and has held it in 13 quarters since.
Costello Asset Management's Hershey position peaked at $751K in Q1 2021.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.