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Holderness Investments Company’s Hershey HSY Stock Holding History

Holderness Investments Company’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 		– Sell
-1,273
Closed -$265K – 265
2026
Q1 		$265K Buy
+1,273
New +$268K 0.05% 217
2023
Q3 		– Sell
-861
Closed -$215K – 196
2023
Q2 		$215K Buy
861
+3
+0.3% +$787 0.08% 190
2023
Q1 		$218K Buy
+858
New +$202K 0.09% 184

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

Holderness Investments Company's HSY Position: Q2 2026 in Review

Holderness Investments Company sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,273 shares — an estimated $265K sold.

Holderness Investments Company first reported a position in HSY in Q1 2023 and held it in 3 quarters. The position peaked at $265K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Holderness Investments Company reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Holderness Investments Company sold 1,273 Hershey shares in Q2 2026, an estimated $265K.
  • Holderness Investments Company first reported a position in Hershey in Q1 2023 and held it in 3 quarters.
  • Holderness Investments Company's Hershey position peaked at $265K in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Holderness Investments Company's 13F filing for Q2 2026, filed 12 Aug 2026.