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Excalibur Management’s Hershey HSY Stock Holding History

Excalibur 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 		$337K Buy
1,923
+4
+0.2% +$754 0.11% 129
2026
Q1 		$399K Hold
1,919
– – 0.14% 115
2025
Q4 		$349K Buy
1,919
+20
+1% +$3.66K 0.13% 122
2025
Q3 		$355K Hold
1,899
– – 0.13% 125
2025
Q2 		$315K Buy
1,899
+559
+42% +$92.1K 0.12% 132
2025
Q1 		$229K Buy
+1,340
New +$219K 0.09% 152

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

Excalibur Management's HSY Position: Q2 2026 in Review

Excalibur Management increased its Hershey (HSY) stake by 0.21% in Q2 2026, buying an estimated $754 and bringing the position to 1,923 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #129.

Excalibur Management first reported a position in HSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $399K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Excalibur Management held 1,923 shares of Hershey worth $337K as of Q2 2026.
  • Excalibur Management bought 4 Hershey shares in Q2 2026, an estimated $754.
  • Hershey made up 0.11% of Excalibur Management's portfolio in Q2 2026, its #129 holding.
  • Excalibur Management first reported a position in Hershey in Q1 2025 and has held it in 6 quarters since.
  • Excalibur Management's Hershey position peaked at $399K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.