Hamilton Point Investment Advisors’s Hershey HSY Stock Holding History

Hamilton Point 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	$3.62M	Sell	20,611 -122	-0.6%	-$23K	0.51%	58
2026 Q1	$4.31M	Sell	20,733 -7	-0%	-$1.48K	0.66%	52
2025 Q4	$3.77M	Buy	20,740 +13	+0.1%	+$2.38K	0.57%	54
2025 Q3	$3.88M	Buy	20,727 +147	+0.7%	+$26.7K	0.61%	55
2025 Q2	$3.42M	Sell	20,580 -254	-1%	-$41.9K	0.56%	60
2025 Q1	$3.56M	Buy	20,834 +3,329	+19%	+$545K	0.64%	57
2024 Q4	$2.96M	Sell	17,505 -1,924	-10%	-$345K	0.52%	57
2024 Q3	$3.73M	Sell	19,429 -560	-3%	-$109K	0.66%	56
2024 Q2	$3.67M	Buy	+19,989	New	+$3.87M	0.7%	54

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hamilton Point Investment Advisors's HSY Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its Hershey (HSY) stake by 0.59% in Q2 2026, selling an estimated $23K and leaving 20,611 shares worth $3.62M. The position accounts for 0.51% of the portfolio, ranked #58.

Hamilton Point Investment Advisors first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.31M in Q1 2026. 1,404 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Hamilton Point Investment Advisors held 20,611 shares of Hershey worth $3.62M as of Q2 2026.
Hamilton Point Investment Advisors sold 122 Hershey shares in Q2 2026, an estimated $23K.
Hershey made up 0.51% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #58 holding.
Hamilton Point Investment Advisors first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
Hamilton Point Investment Advisors's Hershey position peaked at $4.31M in Q1 2026.
1,404 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.