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Harvest Investment Advisors’s Hershey HSY Stock Holding History

Harvest 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 		$1.96M Buy
11,223
+241
+2% +$45.4K 0.97% 39
2026
Q1 		$2.28M Sell
10,982
-125
-1% -$26.4K 1.27% 25
2025
Q4 		$2.02M Sell
11,107
-190
-2% -$34.7K 1.15% 29
2025
Q3 		$2.11M Buy
11,297
+330
+3% +$60K 1.24% 22
2025
Q2 		$1.82M Buy
10,967
+108
+1% +$17.8K 1.17% 27
2025
Q1 		$1.86M Buy
10,859
+3,087
+40% +$505K 1.34% 22
2024
Q4 		$1.32M Buy
7,772
+215
+3% +$38.6K 0.91% 42
2024
Q3 		$1.45M Buy
7,557
+1,180
+19% +$229K 0.99% 44
2024
Q2 		$1.17M Buy
+6,377
New +$1.23M 0.86% 47

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

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

Harvest Investment Advisors increased its Hershey (HSY) stake by 2.2% in Q2 2026, buying an estimated $45.4K and bringing the position to 11,223 shares worth $1.96M. The position accounts for 0.97% of the portfolio, ranked #39.

Harvest Investment Advisors first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.28M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Harvest Investment Advisors held 11,223 shares of Hershey worth $1.96M as of Q2 2026.
  • Harvest Investment Advisors bought 241 Hershey shares in Q2 2026, an estimated $45.4K.
  • Hershey made up 0.97% of Harvest Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Harvest Investment Advisors first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
  • Harvest Investment Advisors's Hershey position peaked at $2.28M in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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