Fragasso Financial Advisors’s Hershey HSY Stock Holding History

Fragasso Financial 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	$398K	Sell	2,267 -744	-25%	-$140K	0.02%	243
2026 Q1	$626K	Sell	3,011 -5,297	-64%	-$1.12M	0.04%	178
2025 Q4	$1.51M	Sell	8,308 -914	-10%	-$167K	0.09%	99
2025 Q3	$1.8M	Sell	9,222 -1,125	-11%	-$204K	0.11%	88
2025 Q2	$1.72M	Sell	10,347 -2,184	-17%	-$360K	0.12%	87
2025 Q1	$2.14M	Sell	12,531 -8,421	-40%	-$1.38M	0.16%	69
2024 Q4	$3.55M	Sell	20,952 -1,232	-6%	-$221K	0.27%	52
2024 Q3	$4.25M	Buy	22,184 +900	+4%	+$175K	0.33%	45
2024 Q2	$3.91M	Buy	21,284 +346	+2%	+$66.9K	0.32%	50
2024 Q1	$4.07M	Buy	20,938 +1,483	+8%	+$286K	0.34%	60
2023 Q4	$3.63M	Buy	19,455 +4,248	+28%	+$805K	0.33%	58
2023 Q3	$3.04M	Buy	15,207 +2,886	+23%	+$646K	0.32%	57
2023 Q2	$3.08M	Buy	+12,321	New	+$3.23M	0.33%	58

Other funds holding HSY

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fragasso Financial Advisors's HSY Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its Hershey (HSY) stake by 25% in Q2 2026, selling an estimated $140K and leaving 2,267 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #243.

Fragasso Financial Advisors first reported a position in HSY in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.25M in Q3 2024. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Fragasso Financial Advisors held 2,267 shares of Hershey worth $398K as of Q2 2026.
Fragasso Financial Advisors sold 744 Hershey shares in Q2 2026, an estimated $140K.
Hershey made up 0.02% of Fragasso Financial Advisors's portfolio in Q2 2026, its #243 holding.
Fragasso Financial Advisors first reported a position in Hershey in Q2 2023 and has held it in 13 quarters since.
Fragasso Financial Advisors's Hershey position peaked at $4.25M in Q3 2024.
386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.