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Frederick Financial Consultants’s Hershey HSY Stock Holding History

Frederick Financial Consultants’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 		$258K Buy
1,473
+6
+0.4% +$1.13K 0.11% 98
2026
Q1 		$305K Sell
1,467
-20
-1% -$4.22K 0.15% 79
2025
Q4 		$271K Buy
1,487
+6
+0.4% +$1.1K 0.15% 83
2025
Q3 		$277K Buy
1,481
+7
+0.5% +$1.27K 0.16% 81
2025
Q2 		$245K Buy
1,474
+9
+0.6% +$1.48K 0.15% 88
2025
Q1 		$251K Buy
1,465
+12
+0.8% +$1.97K 0.18% 79
2024
Q4 		$246K Buy
+1,453
New +$261K 0.2% 70

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

Frederick Financial Consultants's HSY Position: Q2 2026 in Review

Frederick Financial Consultants increased its Hershey (HSY) stake by 0.41% in Q2 2026, buying an estimated $1.13K and bringing the position to 1,473 shares worth $258K. The position accounts for 0.11% of the portfolio, ranked #98.

Frederick Financial Consultants first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $305K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Frederick Financial Consultants held 1,473 shares of Hershey worth $258K as of Q2 2026.
  • Frederick Financial Consultants bought 6 Hershey shares in Q2 2026, an estimated $1.13K.
  • Hershey made up 0.11% of Frederick Financial Consultants's portfolio in Q2 2026, its #98 holding.
  • Frederick Financial Consultants first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Frederick Financial Consultants's Hershey position peaked at $305K in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.