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High Note Wealth’s Hershey HSY Stock Holding History

High Note Wealth’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 		$36.8K Sell
210
-143
-41% -$27K 0.01% 224
2026
Q1 		$73.4K Buy
353
+2
+0.6% +$422 0.01% 173
2025
Q4 		$63.9K Sell
351
-15
-4% -$2.74K 0.01% 179
2025
Q3 		$68.5K Hold
366
– – 0.01% 165
2025
Q2 		$60.7K Hold
366
– – 0.01% 167
2025
Q1 		$62.6K Hold
366
– – 0.02% 159
2024
Q4 		$62K Buy
+366
New +$65.6K 0.02% 157

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

High Note Wealth's HSY Position: Q2 2026 in Review

High Note Wealth reduced its Hershey (HSY) stake by 41% in Q2 2026, selling an estimated $27K and leaving 210 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #224.

High Note Wealth first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.4K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • High Note Wealth held 210 shares of Hershey worth $36.8K as of Q2 2026.
  • High Note Wealth sold 143 Hershey shares in Q2 2026, an estimated $27K.
  • Hershey made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #224 holding.
  • High Note Wealth first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Hershey position peaked at $73.4K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.