EFG
HSY icon

Ethos Financial Group’s Hershey HSY Stock Holding History

Ethos Financial Group’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 		$564K Buy
3,162
+1,150
+57% +$217K 0.04% 331
2026
Q1 		$430K Buy
2,012
+511
+34% +$108K 0.03% 339
2025
Q4 		$273K Hold
1,501
– – 0.02% 409
2025
Q3 		$281K Hold
1,501
– – 0.02% 373
2025
Q2 		$249K Sell
1,501
-2,461
-62% -$406K 0.02% 377
2025
Q1 		$674K Hold
3,962
– – 0.06% 197
2024
Q4 		$671K Buy
3,962
+1,483
+60% +$266K 0.09% 136
2024
Q3 		$478K Buy
+2,479
New +$482K 0.08% 137

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

Ethos Financial Group's HSY Position: Q2 2026 in Review

Ethos Financial Group increased its Hershey (HSY) stake by 57% in Q2 2026, buying an estimated $217K and bringing the position to 3,162 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #331.

Ethos Financial Group first reported a position in HSY in Q3 2024 and has held it in 8 quarters since. The position peaked at $674K in Q1 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Ethos Financial Group held 3,162 shares of Hershey worth $564K as of Q2 2026.
  • Ethos Financial Group bought 1,150 Hershey shares in Q2 2026, an estimated $217K.
  • Hershey made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #331 holding.
  • Ethos Financial Group first reported a position in Hershey in Q3 2024 and has held it in 8 quarters since.
  • Ethos Financial Group's Hershey position peaked at $674K in Q1 2025.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.