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Cove Private Wealth’s Hershey HSY Stock Holding History

Cove 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 		$471K Buy
2,683
+38
+1% +$7.17K 0.09% 148
2026
Q1 		$550K Buy
2,645
+545
+26% +$115K 0.12% 112
2025
Q4 		$382K Sell
2,100
-674
-24% -$123K 0.11% 121
2025
Q3 		$519K Hold
2,774
– – 0.16% 102
2025
Q2 		$460K Buy
2,774
+1,200
+76% +$198K 0.16% 105
2025
Q1 		$269K Buy
1,574
+30
+2% +$4.91K 0.14% 110
2024
Q4 		$261K Buy
+1,544
New +$277K 0.16% 100

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

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

Cove Private Wealth increased its Hershey (HSY) stake by 1.4% in Q2 2026, buying an estimated $7.17K and bringing the position to 2,683 shares worth $471K. The position accounts for 0.09% of the portfolio, ranked #148.

Cove Private Wealth first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $550K in Q1 2026. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Cove Private Wealth held 2,683 shares of Hershey worth $471K as of Q2 2026.
  • Cove Private Wealth bought 38 Hershey shares in Q2 2026, an estimated $7.17K.
  • Hershey made up 0.09% of Cove Private Wealth's portfolio in Q2 2026, its #148 holding.
  • Cove Private Wealth first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Cove Private Wealth's Hershey position peaked at $550K in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.