Heritage Investment Group’s Hershey HSY Stock Holding History

Heritage Investment Group’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	$292K	Sell	1,667 -44	-3%	-$8.3K	0.04%	106
2026 Q1	$356K	Hold	1,711	–	–	0.05%	90
2025 Q4	$311K	Sell	1,711 -55	-3%	-$10.1K	0.05%	97
2025 Q3	$330K	Hold	1,766	–	–	0.05%	90
2025 Q2	$293K	Sell	1,766 -170	-9%	-$28K	0.05%	92
2025 Q1	$331K	Hold	1,936	–	–	0.06%	84
2024 Q4	$328K	Hold	1,936	–	–	0.06%	84
2024 Q3	$371K	Hold	1,936	–	–	0.07%	72
2024 Q2	$356K	Sell	1,936 -93	-5%	-$18K	0.07%	68
2024 Q1	$395K	Hold	2,029	–	–	0.08%	60
2023 Q4	$378K	Hold	2,029	–	–	0.08%	58
2023 Q3	$406K	Sell	2,029 -53	-3%	-$11.9K	0.11%	57
2023 Q2	$520K	Sell	2,082 -2	-0.1%	-$525	0.14%	46
2023 Q1	$530K	Hold	2,084	–	–	0.16%	36
2022 Q4	$483K	Hold	2,084	–	–	0.15%	41
2022 Q3	$459K	Hold	2,084	–	–	0.28%	39
2022 Q2	$448K	Hold	2,084	–	–	0.26%	44
2022 Q1	$451K	Hold	2,084	–	–	0.33%	46
2021 Q4	$403K	Buy	+2,084	New	+$377K	0.32%	50

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

Heritage Investment Group's HSY Position: Q2 2026 in Review

Heritage Investment Group reduced its Hershey (HSY) stake by 2.6% in Q2 2026, selling an estimated $8.3K and leaving 1,667 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #106.

Heritage Investment Group first reported a position in HSY in Q4 2021 and has held it in 19 quarters since. The position peaked at $530K in Q1 2023. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Heritage Investment Group held 1,667 shares of Hershey worth $292K as of Q2 2026.
Heritage Investment Group sold 44 Hershey shares in Q2 2026, an estimated $8.3K.
Hershey made up 0.04% of Heritage Investment Group's portfolio in Q2 2026, its #106 holding.
Heritage Investment Group first reported a position in Hershey in Q4 2021 and has held it in 19 quarters since.
Heritage Investment Group's Hershey position peaked at $530K in Q1 2023.
1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.