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Elevate Capital Advisors’s Hershey HSY Stock Holding History

Elevate Capital 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 		$2.53M Sell
14,435
-1,333
-8% -$251K 1.39% 19
2026
Q1 		$3.28M Sell
15,768
-6,781
-30% -$1.43M 2.12% 10
2025
Q4 		$4.1M Buy
22,549
+1,281
+6% +$234K 2.71% 9
2025
Q3 		$3.98M Buy
21,268
+3,242
+18% +$589K 2.77% 6
2025
Q2 		$2.99M Buy
18,026
+3,921
+28% +$646K 2.38% 9
2025
Q1 		$2.41M Buy
14,105
+2,657
+23% +$435K 2.23% 15
2024
Q4 		$1.94M Buy
+11,448
New +$2.05M 1.71% 18

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

Elevate Capital Advisors's HSY Position: Q2 2026 in Review

Elevate Capital Advisors reduced its Hershey (HSY) stake by 8.5% in Q2 2026, selling an estimated $251K and leaving 14,435 shares worth $2.53M. The position accounts for 1.39% of the portfolio, ranked #19.

Elevate Capital Advisors first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.1M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Elevate Capital Advisors held 14,435 shares of Hershey worth $2.53M as of Q2 2026.
  • Elevate Capital Advisors sold 1,333 Hershey shares in Q2 2026, an estimated $251K.
  • Hershey made up 1.39% of Elevate Capital Advisors's portfolio in Q2 2026, its #19 holding.
  • Elevate Capital Advisors first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Elevate Capital Advisors's Hershey position peaked at $4.1M in Q4 2025.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.