CAG
HSY icon

Crestwood Advisors Group’s Hershey HSY Stock Holding History

Crestwood Advisors 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 		$462K Sell
2,634
-72
-3% -$13.6K 0.01% 523
2026
Q1 		$563K Buy
2,706
+142
+6% +$29.9K 0.01% 388
2025
Q4 		$467K Hold
2,564
– – 0.01% 411
2025
Q3 		$480K Buy
2,564
+123
+5% +$22.4K 0.01% 369
2025
Q2 		$405K Buy
2,441
+320
+15% +$52.7K 0.01% 382
2025
Q1 		$363K Buy
2,121
+149
+8% +$24.4K 0.01% 388
2024
Q4 		$334K Buy
1,972
+19
+1% +$3.41K 0.01% 369
2024
Q3 		$375K Buy
1,953
+42
+2% +$8.16K 0.01% 339
2024
Q2 		$351K Buy
1,911
+36
+2% +$6.96K 0.01% 330
2024
Q1 		$365K Buy
1,875
+242
+15% +$46.7K 0.01% 323
2023
Q4 		$304K Buy
+1,633
New +$309K 0.01% 326
2017
Q2 		– Sell
-800
Closed -$86K – 276
2017
Q1 		$86K Buy
+800
New +$85.8K 0.01% 208

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

Crestwood Advisors Group's HSY Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Hershey (HSY) stake by 2.7% in Q2 2026, selling an estimated $13.6K and leaving 2,634 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #523.

Crestwood Advisors Group first reported a position in HSY in Q1 2017 and has held it in 12 quarters since. The position peaked at $563K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Crestwood Advisors Group held 2,634 shares of Hershey worth $462K as of Q2 2026.
  • Crestwood Advisors Group sold 72 Hershey shares in Q2 2026, an estimated $13.6K.
  • Hershey made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #523 holding.
  • Crestwood Advisors Group first reported a position in Hershey in Q1 2017 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Hershey position peaked at $563K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.