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HSY icon

CreativeOne Wealth’s Hershey HSY Stock Holding History

CreativeOne 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 		$1.06M Sell
6,052
-4,886
-45% -$921K 0.02% 561
2026
Q1 		$2.27M Buy
10,938
+4,197
+62% +$885K 0.05% 327
2025
Q4 		$1.23M Sell
6,741
-3,997
-37% -$731K 0.03% 477
2025
Q3 		$2.01M Sell
10,738
-1,135
-10% -$206K 0.05% 338
2025
Q2 		$1.97M Buy
11,873
+2,079
+21% +$343K 0.05% 350
2025
Q1 		$1.68M Buy
9,794
+3,293
+51% +$539K 0.05% 336
2024
Q4 		$1.1M Sell
6,501
-1,809
-22% -$324K 0.03% 438
2024
Q3 		$1.59M Buy
8,310
+1,966
+31% +$382K 0.05% 313
2024
Q2 		$1.17M Sell
6,344
-614
-9% -$119K 0.06% 288
2024
Q1 		$1.35M Buy
6,958
+4,468
+179% +$862K 0.05% 312
2023
Q4 		$464K Sell
2,490
-2,432
-49% -$461K 0.03% 388
2023
Q3 		$985K Buy
4,922
+2,224
+82% +$498K 0.07% 240
2023
Q2 		$674K Sell
2,698
-1,704
-39% -$447K 0.03% 412
2023
Q1 		$1.12M Sell
4,402
-11
-0.2% -$2.58K 0.06% 284
2022
Q4 		$1.02M Sell
4,413
-1,655
-27% -$382K 0.06% 284
2022
Q3 		$1.34M Buy
6,068
+1,930
+47% +$433K 0.08% 211
2022
Q2 		$890K Buy
4,138
+2,235
+117% +$487K 0.05% 281
2022
Q1 		$412K Sell
1,903
-79
-4% -$16K 0.02% 486
2021
Q4 		$383K Buy
1,982
+29
+1% +$5.25K 0.02% 522
2021
Q3 		$330K Buy
1,953
+531
+37% +$93.8K 0.02% 523
2021
Q2 		$248K Buy
+1,422
New +$239K 0.02% 593

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

CreativeOne Wealth's HSY Position: Q2 2026 in Review

CreativeOne Wealth reduced its Hershey (HSY) stake by 45% in Q2 2026, selling an estimated $921K and leaving 6,052 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #561.

CreativeOne Wealth first reported a position in HSY in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.27M in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • CreativeOne Wealth held 6,052 shares of Hershey worth $1.06M as of Q2 2026.
  • CreativeOne Wealth sold 4,886 Hershey shares in Q2 2026, an estimated $921K.
  • Hershey made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #561 holding.
  • CreativeOne Wealth first reported a position in Hershey in Q2 2021 and has held it in 21 quarters since.
  • CreativeOne Wealth's Hershey position peaked at $2.27M in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.