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Empowered Funds’s Hershey HSY Stock Holding History

Empowered Funds’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 		$5.54M Sell
31,569
-1,699
-5% -$320K 0.03% 661
2026
Q1 		$6.92M Buy
+33,268
New +$7.02M 0.04% 516
2025
Q4 		– Sell
-45,031
Closed -$8.42M – 1408
2025
Q3 		$8.42M Sell
45,031
-10,681
-19% -$1.94M 0.09% 294
2025
Q2 		$9.25M Sell
55,712
-16,534
-23% -$2.73M 0.1% 223
2025
Q1 		$12.4M Buy
72,246
+35,274
+95% +$5.78M 0.18% 113
2024
Q4 		$6.26M Buy
36,972
+11,053
+43% +$1.98M 0.09% 309
2024
Q3 		$4.97M Buy
25,919
+1,248
+5% +$243K 0.08% 362
2024
Q2 		$4.54M Sell
24,671
-11,430
-32% -$2.21M 0.08% 346
2024
Q1 		$7.02M Buy
36,101
+18,056
+100% +$3.48M 0.13% 224
2023
Q4 		$3.36M Buy
18,045
+5,130
+40% +$972K 0.08% 343
2023
Q3 		$2.58M Buy
12,915
+11,361
+731% +$2.54M 0.08% 376
2023
Q2 		$388K Buy
1,554
+466
+43% +$122K 0.01% 891
2023
Q1 		$277K Buy
+1,088
New +$256K 0.02% 462
2019
Q4 		– Sell
-7,575
Closed -$1.17M – 123
2019
Q3 		$1.17M Buy
+7,575
New +$1.14M 0.51% 62

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

Empowered Funds's HSY Position: Q2 2026 in Review

Empowered Funds reduced its Hershey (HSY) stake by 5.1% in Q2 2026, selling an estimated $320K and leaving 31,569 shares worth $5.54M. The position accounts for 0.03% of the portfolio, ranked #661.

Empowered Funds first reported a position in HSY in Q3 2019 and has held it in 14 quarters since. The position peaked at $12.4M in Q1 2025. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Empowered Funds held 31,569 shares of Hershey worth $5.54M as of Q2 2026.
  • Empowered Funds sold 1,699 Hershey shares in Q2 2026, an estimated $320K.
  • Hershey made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #661 holding.
  • Empowered Funds first reported a position in Hershey in Q3 2019 and has held it in 14 quarters since.
  • Empowered Funds's Hershey position peaked at $12.4M in Q1 2025.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.