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BFC Planning, Inc.’s Hershey HSY Stock Holding History

BFC Planning, Inc.’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 		$2.83M Sell
16,145
-832
-5% -$157K 0.12% 188
2026
Q1 		$3.53M Buy
16,977
+260
+2% +$54.8K 0.16% 132
2025
Q4 		$3.04M Buy
16,717
+15,039
+896% +$2.75M 0.13% 153
2025
Q3 		$314K Buy
1,678
+194
+13% +$35.3K 0.02% 514
2025
Q2 		$246K Buy
1,484
+46
+3% +$7.58K 0.02% 560
2025
Q1 		$246K Buy
1,438
+96
+7% +$15.7K 0.02% 532
2024
Q4 		$227K Buy
+1,342
New +$241K 0.02% 562

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

BFC Planning, Inc.'s HSY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Hershey (HSY) stake by 4.9% in Q2 2026, selling an estimated $157K and leaving 16,145 shares worth $2.83M. The position accounts for 0.12% of the portfolio, ranked #188.

BFC Planning, Inc. first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.53M in Q1 2026. 1,421 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • BFC Planning, Inc. held 16,145 shares of Hershey worth $2.83M as of Q2 2026.
  • BFC Planning, Inc. sold 832 Hershey shares in Q2 2026, an estimated $157K.
  • Hershey made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #188 holding.
  • BFC Planning, Inc. first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Hershey position peaked at $3.53M in Q1 2026.
  • 1,421 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.