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Cresset Asset Management’s Hershey HSY Stock Holding History

Cresset 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 		$6.12M Buy
34,870
+1,221
+4% +$230K 0.02% 369
2026
Q1 		$7M Buy
33,649
+369
+1% +$77.8K 0.03% 320
2025
Q4 		$6.06M Buy
33,280
+824
+3% +$151K 0.03% 331
2025
Q3 		$6.07M Buy
32,456
+994
+3% +$181K 0.03% 318
2025
Q2 		$5.22M Sell
31,462
-3,775
-11% -$622K 0.03% 323
2025
Q1 		$6.03M Buy
35,237
+12,015
+52% +$1.97M 0.03% 321
2024
Q4 		$3.93M Sell
23,222
-7,606
-25% -$1.36M 0.02% 398
2024
Q3 		$5.91M Buy
30,828
+3,831
+14% +$745K 0.02% 417
2024
Q2 		$4.96M Buy
26,997
+15,546
+136% +$3.01M 0.02% 429
2024
Q1 		$2.23M Sell
11,451
-704
-6% -$136K 0.01% 596
2023
Q4 		$2.27M Sell
12,155
-2,719
-18% -$515K 0.01% 535
2023
Q3 		$2.98M Sell
14,874
-1,700
-10% -$381K 0.01% 435
2023
Q2 		$4.14M Buy
16,574
+14,879
+878% +$3.9M 0.01% 464
2023
Q1 		$431K Buy
1,695
+226
+15% +$53.1K 0.01% 525
2022
Q4 		$333K Sell
1,469
-466
-24% -$107K ﹤0.01% 512
2022
Q3 		$427K Buy
1,935
+661
+52% +$148K 0.01% 560
2022
Q2 		$275K Sell
1,274
-412
-24% -$89.8K ﹤0.01% 737
2022
Q1 		$365K Sell
1,686
-235
-12% -$47.7K ﹤0.01% 708
2021
Q4 		$372K Buy
1,921
+132
+7% +$23.9K ﹤0.01% 798
2021
Q3 		$302K Buy
1,789
+296
+20% +$52.3K ﹤0.01% 843
2021
Q2 		$260K Buy
+1,493
New +$251K ﹤0.01% 840
2019
Q2 		– Sell
-468
Closed -$54K – 1001
2019
Q1 		$54K Buy
468
+362
+342% +$39.4K ﹤0.01% 749
2018
Q4 		$11K Buy
+106
New +$11.3K ﹤0.01% 836

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 $3.38T AUM 44.17% 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

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

Cresset Asset Management increased its Hershey (HSY) stake by 3.6% in Q2 2026, buying an estimated $230K and bringing the position to 34,870 shares worth $6.12M. The position accounts for 0.02% of the portfolio, ranked #369.

Cresset Asset Management first reported a position in HSY in Q4 2018 and has held it in 23 quarters since. The position peaked at $7M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Cresset Asset Management held 34,870 shares of Hershey worth $6.12M as of Q2 2026.
  • Cresset Asset Management bought 1,221 Hershey shares in Q2 2026, an estimated $230K.
  • Hershey made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #369 holding.
  • Cresset Asset Management first reported a position in Hershey in Q4 2018 and has held it in 23 quarters since.
  • Cresset Asset Management's Hershey position peaked at $7M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.