Dogwood Wealth Management’s Hershey HSY Stock Holding History

Dogwood Wealth 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	$2.46K	Sell	14 -7	-33%	-$1.32K	﹤0.01%	630
2026 Q1	$4.37K	Sell	21 -1	-5%	-$211	﹤0.01%	505
2025 Q4	$4K	Sell	22 -9	-29%	-$1.65K	﹤0.01%	463
2025 Q3	$5.8K	Buy	31 +20	+182%	+$3.63K	﹤0.01%	371
2025 Q2	$1.87K	Buy	11 +2	+22%	+$330	﹤0.01%	566
2025 Q1	$1.54K	Buy	+9	New	+$1.47K	﹤0.01%	392
2024 Q3	–	Hold	0	–	–	–	403
2024 Q2	–	Hold	0	–	–	–	433
2024 Q1	–	Hold	0	–	–	–	425
2023 Q4	–	Hold	0	–	–	–	391

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dogwood Wealth Management's HSY Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Hershey (HSY) stake by 33% in Q2 2026, selling an estimated $1.32K and leaving 14 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Dogwood Wealth Management first reported a position in HSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.8K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Dogwood Wealth Management held 14 shares of Hershey worth $2.46K as of Q2 2026.
Dogwood Wealth Management sold 7 Hershey shares in Q2 2026, an estimated $1.32K.
Hershey made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #630 holding.
Dogwood Wealth Management first reported a position in Hershey in Q1 2025 and has held it in 6 quarters since.
Dogwood Wealth Management's Hershey position peaked at $5.8K in Q3 2025.
1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.