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Dana Investment Advisors’s Hershey HSY Stock Holding History

Dana Investment Advisors’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 		$2.79M Sell
15,915
-150
-0.9% -$28.3K 0.07% 268
2026
Q1 		$3.34M Sell
16,065
-75
-0.5% -$15.8K 0.1% 234
2025
Q4 		$2.94M Sell
16,140
-650
-4% -$119K 0.09% 244
2025
Q3 		$3.14M Buy
16,790
+75
+0.4% +$13.6K 0.09% 227
2025
Q2 		$2.77M Sell
16,715
-620
-4% -$102K 0.09% 236
2025
Q1 		$2.96M Sell
17,335
-205
-1% -$33.6K 0.11% 222
2024
Q4 		$2.97M Buy
17,540
+860
+5% +$154K 0.1% 237
2024
Q3 		$3.2M Buy
16,680
+595
+4% +$116K 0.11% 227
2024
Q2 		$2.96M Buy
16,085
+12,247
+319% +$2.37M 0.1% 228
2024
Q1 		$746K Buy
3,838
+1,752
+84% +$338K 0.02% 405
2023
Q4 		$389K Buy
+2,086
New +$395K 0.02% 351

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

Dana Investment Advisors's HSY Position: Q2 2026 in Review

Dana Investment Advisors reduced its Hershey (HSY) stake by 0.93% in Q2 2026, selling an estimated $28.3K and leaving 15,915 shares worth $2.79M. The position accounts for 0.07% of the portfolio, ranked #268.

Dana Investment Advisors first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.34M in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Dana Investment Advisors held 15,915 shares of Hershey worth $2.79M as of Q2 2026.
  • Dana Investment Advisors sold 150 Hershey shares in Q2 2026, an estimated $28.3K.
  • Hershey made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #268 holding.
  • Dana Investment Advisors first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Dana Investment Advisors's Hershey position peaked at $3.34M in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.