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Davis Investment Partners’s Hershey HSY Stock Holding History

Davis Investment Partners’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 		$443K Sell
2,525
-27
-1% -$5.09K 0.13% 118
2026
Q1 		$530K Sell
2,552
-32
-1% -$6.75K 0.19% 101
2025
Q4 		$471K Sell
2,584
-26
-1% -$4.75K 0.16% 104
2025
Q3 		$493K Sell
2,610
-346
-12% -$62.9K 0.17% 103
2025
Q2 		$520K Buy
2,956
+91
+3% +$15K 0.19% 104
2025
Q1 		$488K Buy
+2,865
New +$469K 0.22% 94

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

Davis Investment Partners's HSY Position: Q2 2026 in Review

Davis Investment Partners reduced its Hershey (HSY) stake by 1.1% in Q2 2026, selling an estimated $5.09K and leaving 2,525 shares worth $443K. The position accounts for 0.13% of the portfolio, ranked #118.

Davis Investment Partners first reported a position in HSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $530K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Davis Investment Partners held 2,525 shares of Hershey worth $443K as of Q2 2026.
  • Davis Investment Partners sold 27 Hershey shares in Q2 2026, an estimated $5.09K.
  • Hershey made up 0.13% of Davis Investment Partners's portfolio in Q2 2026, its #118 holding.
  • Davis Investment Partners first reported a position in Hershey in Q1 2025 and has held it in 6 quarters since.
  • Davis Investment Partners's Hershey position peaked at $530K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.