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Evergreen Capital Management’s Hershey HSY Stock Holding History

Evergreen 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 		$530K Sell
3,019
-294
-9% -$55.4K 0.01% 864
2026
Q1 		$689K Buy
3,313
+163
+5% +$34.4K 0.01% 621
2025
Q4 		$573K Buy
3,150
+486
+18% +$88.8K 0.01% 668
2025
Q3 		$498K Buy
2,664
+52
+2% +$9.45K 0.01% 662
2025
Q2 		$433K Buy
2,612
+1,198
+85% +$197K 0.01% 627
2025
Q1 		$242K Buy
+1,414
New +$231K 0.01% 881

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

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

Evergreen Capital Management reduced its Hershey (HSY) stake by 8.9% in Q2 2026, selling an estimated $55.4K and leaving 3,019 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #864.

Evergreen Capital Management first reported a position in HSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $689K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Evergreen Capital Management held 3,019 shares of Hershey worth $530K as of Q2 2026.
  • Evergreen Capital Management sold 294 Hershey shares in Q2 2026, an estimated $55.4K.
  • Hershey made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #864 holding.
  • Evergreen Capital Management first reported a position in Hershey in Q1 2025 and has held it in 6 quarters since.
  • Evergreen Capital Management's Hershey position peaked at $689K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.