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Heartland Advisors’s Hershey HSY Stock Holding History

Heartland 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 		$15.6M Sell
88,817
-47
-0.1% -$8.86K 0.69% 40
2026
Q1 		$18.5M Sell
88,864
-8,314
-9% -$1.75M 0.94% 23
2025
Q4 		$17.7M Sell
97,178
-10,006
-9% -$1.83M 0.95% 18
2025
Q3 		$20M Sell
107,184
-10,625
-9% -$1.93M 1.06% 16
2025
Q2 		$19.6M Buy
117,809
+58,524
+99% +$9.65M 1.09% 17
2025
Q1 		$10.1M Sell
59,285
-18,621
-24% -$3.05M 0.58% 66
2024
Q4 		$13.2M Sell
77,906
-23,848
-23% -$4.28M 0.72% 48
2024
Q3 		$19.5M Buy
101,754
+17,222
+20% +$3.35M 1.02% 22
2024
Q2 		$15.5M Sell
84,532
-18,419
-18% -$3.56M 0.87% 38
2024
Q1 		$20M Buy
+102,951
New +$19.9M 1.05% 17

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

Heartland Advisors's HSY Position: Q2 2026 in Review

Heartland Advisors reduced its Hershey (HSY) stake by 0.05% in Q2 2026, selling an estimated $8.86K and leaving 88,817 shares worth $15.6M. The position accounts for 0.69% of the portfolio, ranked #40.

Heartland Advisors first reported a position in HSY in Q1 2024 and has held it in 10 quarters since. The position peaked at $20M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Heartland Advisors held 88,817 shares of Hershey worth $15.6M as of Q2 2026.
  • Heartland Advisors sold 47 Hershey shares in Q2 2026, an estimated $8.86K.
  • Hershey made up 0.69% of Heartland Advisors's portfolio in Q2 2026, its #40 holding.
  • Heartland Advisors first reported a position in Hershey in Q1 2024 and has held it in 10 quarters since.
  • Heartland Advisors's Hershey position peaked at $20M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.