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Fonville Wealth Management’s Hershey HSY Stock Holding History

Fonville 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 		$263K Buy
+1,499
New +$283K 0.04% 127

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

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

Fonville Wealth Management opened a new position in Hershey (HSY) in Q2 2026: 1,499 shares worth $263K. The stake represents 0.04% of the portfolio and ranks #127 among its holdings.

1,403 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Fonville Wealth Management held 1,499 shares of Hershey worth $263K as of Q2 2026.
  • Hershey was a new Fonville Wealth Management position in Q2 2026.
  • Hershey made up 0.04% of Fonville Wealth Management's portfolio in Q2 2026, its #127 holding.
  • 1,403 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.