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Foundations Investment Advisors’s Hershey HSY Stock Holding History

Foundations Investment Advisors’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 		$720K Buy
4,106
+482
+13% +$90.9K 0.01% 665
2026
Q1 		$753K Buy
3,624
+1,147
+46% +$242K 0.01% 597
2025
Q4 		$451K Buy
2,477
+499
+25% +$91.2K 0.01% 747
2025
Q3 		$370K Sell
1,978
-245
-11% -$44.5K 0.01% 760
2025
Q2 		$369K Buy
2,223
+689
+45% +$114K 0.01% 681
2025
Q1 		$262K Buy
1,534
+128
+9% +$21K ﹤0.01% 754
2024
Q4 		$238K Buy
1,406
+39
+3% +$6.99K ﹤0.01% 736
2024
Q3 		$262K Buy
1,367
+247
+22% +$48K 0.01% 673
2024
Q2 		$206K Buy
+1,120
New +$217K 0.01% 718

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's HSY Position: Q2 2026 in Review

Foundations Investment Advisors increased its Hershey (HSY) stake by 13% in Q2 2026, buying an estimated $90.9K and bringing the position to 4,106 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #665.

Foundations Investment Advisors first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $753K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Foundations Investment Advisors held 4,106 shares of Hershey worth $720K as of Q2 2026.
  • Foundations Investment Advisors bought 482 Hershey shares in Q2 2026, an estimated $90.9K.
  • Hershey made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #665 holding.
  • Foundations Investment Advisors first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
  • Foundations Investment Advisors's Hershey position peaked at $753K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.