EWM
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Evermay Wealth Management’s Hershey HSY Stock Holding History

Evermay Wealth 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 		$17.7K Buy
+101
New +$19K ﹤0.01% 453
2024
Q1 		– Sell
-2
Closed -$373 – 669
2023
Q4 		$373 Buy
+2
New +$379 ﹤0.01% 598

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

Evermay Wealth Management's HSY Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Hershey (HSY) in Q2 2026: 101 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in HSY as recently as Q4 2023.

Evermay Wealth Management first reported a position in HSY in Q4 2023 and has held it in 2 quarters since. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Evermay Wealth Management held 101 shares of Hershey worth $17.7K as of Q2 2026.
  • Hershey was a new Evermay Wealth Management position in Q2 2026.
  • Hershey made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Evermay Wealth Management first reported a position in Hershey in Q4 2023 and has held it in 2 quarters since.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.