FFO
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Fiduciary Family Office’s Hershey HSY Stock Holding History

Fiduciary Family Office’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 		$1.12M Hold
6,400
– – 0.28% 67
2026
Q1 		$1.33M Buy
6,400
+4,800
+300% +$1.01M 0.38% 54
2025
Q4 		$291K Hold
1,600
– – 0.08% 145
2025
Q3 		$299K Hold
1,600
– – 0.09% 154
2025
Q2 		$266K Sell
1,600
-29
-2% -$4.78K 0.09% 161
2025
Q1 		$279K Buy
+1,629
New +$267K 0.09% 160
2024
Q4 		– Sell
-1,737
Closed -$333K – 152
2024
Q3 		$333K Buy
1,737
+137
+9% +$26.6K 0.11% 159
2024
Q2 		$294K Hold
1,600
– – 0.12% 163
2024
Q1 		$311K Hold
1,600
– – 0.12% 163
2023
Q4 		$298K Buy
+1,600
New +$303K 0.13% 168

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

Fiduciary Family Office's HSY Position: Q2 2026 in Review

Fiduciary Family Office held its Hershey (HSY) position steady in Q2 2026 at 6,400 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #67.

Fiduciary Family Office first reported a position in HSY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Fiduciary Family Office held 6,400 shares of Hershey worth $1.12M as of Q2 2026.
  • Fiduciary Family Office left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.28% of Fiduciary Family Office's portfolio in Q2 2026, its #67 holding.
  • Fiduciary Family Office first reported a position in Hershey in Q4 2023 and has held it in 10 quarters since.
  • Fiduciary Family Office's Hershey position peaked at $1.33M in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.