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Elgethun Capital Management’s Hershey HSY Stock Holding History

Elgethun Capital 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 		$127K Buy
725
+18
+3% +$3.39K 0.02% 167
2026
Q1 		$147K Hold
707
– – 0.02% 157
2025
Q4 		$129K Hold
707
– – 0.02% 157
2025
Q3 		$131K Hold
707
– – 0.02% 148
2025
Q2 		$117K Buy
707
+6
+0.9% +$989 0.02% 144
2025
Q1 		$120K Buy
701
+5
+0.7% +$819 0.03% 145
2024
Q4 		$118K Buy
696
+5
+0.7% +$897 0.03% 144
2024
Q3 		$132K Buy
691
+5
+0.7% +$972 0.03% 140
2024
Q2 		$126K Buy
686
+5
+0.7% +$967 0.03% 143
2024
Q1 		$133K Buy
681
+155
+29% +$29.9K 0.03% 145
2023
Q4 		$98.1K Buy
526
+3
+0.6% +$568 0.03% 145
2023
Q3 		$104K Buy
523
+3
+0.6% +$672 0.03% 142
2023
Q2 		$130K Buy
+520
New +$136K 0.04% 137
2019
Q3 		– Sell
-6,350
Closed -$851K – 94
2019
Q2 		$851K Sell
6,350
-6,875
-52% -$873K 0.46% 44
2019
Q1 		$1.52M Sell
13,225
-4,867
-27% -$530K 0.89% 36
2018
Q4 		$1.91M Sell
18,092
-7,096
-28% -$754K 1.33% 29
2018
Q3 		$2.56M Sell
25,188
-53
-0.2% -$5.24K 1.66% 24
2018
Q2 		$2.33M Buy
25,241
+7,279
+41% +$679K 1.65% 23
2018
Q1 		$1.78M Buy
17,962
+1,419
+9% +$147K 1.24% 29
2017
Q4 		$1.88M Buy
16,543
+657
+4% +$72.3K 1.31% 33
2017
Q3 		$1.73M Buy
15,886
+2,512
+19% +$268K 1.27% 33
2017
Q2 		$1.44M Buy
13,374
+286
+2% +$31.6K 1.12% 35
2017
Q1 		$1.43M Buy
13,088
+22
+0.2% +$2.36K 1.15% 33
2016
Q4 		$1.35M Buy
+13,066
New +$1.29M 1.06% 34

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

Elgethun Capital Management's HSY Position: Q2 2026 in Review

Elgethun Capital Management increased its Hershey (HSY) stake by 2.5% in Q2 2026, buying an estimated $3.39K and bringing the position to 725 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #167.

Elgethun Capital Management first reported a position in HSY in Q4 2016 and has held it in 24 quarters since. The position peaked at $2.56M in Q3 2018. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Elgethun Capital Management held 725 shares of Hershey worth $127K as of Q2 2026.
  • Elgethun Capital Management bought 18 Hershey shares in Q2 2026, an estimated $3.39K.
  • Hershey made up 0.02% of Elgethun Capital Management's portfolio in Q2 2026, its #167 holding.
  • Elgethun Capital Management first reported a position in Hershey in Q4 2016 and has held it in 24 quarters since.
  • Elgethun Capital Management's Hershey position peaked at $2.56M in Q3 2018.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.