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ICW Investment Advisors’s Hershey HSY Stock Holding History

ICW 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 		$2.01M Sell
11,456
-9
-0.1% -$1.7K 0.7% 56
2026
Q1 		$2.38M Buy
11,465
+102
+0.9% +$21.5K 0.86% 42
2025
Q4 		$2.07M Sell
11,363
-97
-0.8% -$17.7K 0.75% 46
2025
Q3 		$2.14M Buy
11,460
+286
+3% +$52K 0.77% 46
2025
Q2 		$1.85M Buy
11,174
+271
+2% +$44.7K 0.73% 53
2025
Q1 		$1.86M Buy
10,903
+59
+0.5% +$9.66K 0.76% 51
2024
Q4 		$1.84M Buy
10,844
+50
+0.5% +$8.97K 0.77% 49
2024
Q3 		$2.07M Buy
10,794
+305
+3% +$59.3K 0.86% 42
2024
Q2 		$1.93M Sell
10,489
-93
-0.9% -$18K 0.88% 42
2024
Q1 		$2.06M Buy
10,582
+374
+4% +$72.1K 0.92% 40
2023
Q4 		$1.9M Buy
10,208
+269
+3% +$51K 0.93% 40
2023
Q3 		$1.99M Buy
9,939
+425
+4% +$95.1K 1.07% 33
2023
Q2 		$2.38M Buy
9,514
+87
+0.9% +$22.8K 1.28% 20
2023
Q1 		$2.4M Buy
9,427
+140
+2% +$32.9K 1.36% 17
2022
Q4 		$2.15M Sell
9,287
-36
-0.4% -$8.3K 1.29% 21
2022
Q3 		$2.06M Buy
9,323
+32
+0.3% +$7.17K 1.38% 17
2022
Q2 		$2M Sell
9,291
-20
-0.2% -$4.36K 1.27% 22
2022
Q1 		$2.02M Buy
9,311
+64
+0.7% +$13K 1.16% 28
2021
Q4 		$1.79M Buy
9,247
+283
+3% +$51.2K 1% 39
2021
Q3 		$1.52M Buy
8,964
+146
+2% +$25.8K 0.98% 41
2021
Q2 		$1.54M Buy
8,818
+121
+1% +$20.4K 1% 40
2021
Q1 		$1.38M Buy
8,697
+104
+1% +$15.7K 0.95% 45
2020
Q4 		$1.29M Sell
8,593
-178
-2% -$26.3K 0.93% 45
2020
Q3 		$1.26M Buy
8,771
+131
+2% +$18.6K 0.94% 46
2020
Q2 		$1.12M Buy
8,640
+65
+0.8% +$8.74K 0.91% 46
2020
Q1 		$1.14M Buy
8,575
+168
+2% +$24.8K 1.08% 37
2019
Q4 		$1.24M Buy
+8,407
New +$1.25M 1% 42

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

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

ICW Investment Advisors reduced its Hershey (HSY) stake by 0.08% in Q2 2026, selling an estimated $1.7K and leaving 11,456 shares worth $2.01M. The position accounts for 0.7% of the portfolio, ranked #56.

ICW Investment Advisors first reported a position in HSY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.4M in Q1 2023. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • ICW Investment Advisors held 11,456 shares of Hershey worth $2.01M as of Q2 2026.
  • ICW Investment Advisors sold 9 Hershey shares in Q2 2026, an estimated $1.7K.
  • Hershey made up 0.7% of ICW Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • ICW Investment Advisors first reported a position in Hershey in Q4 2019 and has held it in 27 quarters since.
  • ICW Investment Advisors's Hershey position peaked at $2.4M in Q1 2023.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.