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IFG Advisory’s Hershey HSY Stock Holding History

IFG Advisory’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 		$2.15M Buy
+12,235
New +$2.31M 0.08% 277
2026
Q1 		– Sell
-11,864
Closed -$2.16M – 565
2025
Q4 		$2.16M Sell
11,864
-597
-5% -$109K 0.09% 231
2025
Q3 		$2.33M Sell
12,461
-86
-0.7% -$15.6K 0.11% 212
2025
Q2 		$2.08M Buy
12,547
+883
+8% +$146K 0.1% 214
2025
Q1 		$1.99M Buy
11,664
+5,403
+86% +$885K 0.11% 218
2024
Q4 		$1.06M Buy
+6,261
New +$1.12M 0.06% 284
2024
Q3 		– Sell
-5,287
Closed -$972K – 480
2024
Q2 		$972K Buy
+5,287
New +$1.02M 0.06% 285
2019
Q4 		– Sell
-1,533
Closed -$237K – 413
2019
Q3 		$237K Sell
1,533
-736
-32% -$111K 0.05% 349
2019
Q2 		$304K Buy
2,269
+25
+1% +$3.18K 0.05% 269
2019
Q1 		$257K Sell
2,244
-418
-16% -$45.5K 0.05% 286
2018
Q4 		$285K Sell
2,662
-282
-10% -$30K 0.07% 247
2018
Q3 		$300K Buy
2,944
+139
+5% +$13.7K 0.06% 293
2018
Q2 		$261K Buy
+2,805
New +$262K 0.05% 298

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

IFG Advisory's HSY Position: Q2 2026 in Review

IFG Advisory opened a new position in Hershey (HSY) in Q2 2026: 12,235 shares worth $2.15M. The stake represents 0.08% of the portfolio and ranks #277 among its holdings. This is a return to the name: IFG Advisory previously reported a position in HSY as recently as Q4 2025.

IFG Advisory first reported a position in HSY in Q2 2018 and has held it in 13 quarters since. The position peaked at $2.33M in Q3 2025. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • IFG Advisory held 12,235 shares of Hershey worth $2.15M as of Q2 2026.
  • Hershey was a new IFG Advisory position in Q2 2026.
  • Hershey made up 0.08% of IFG Advisory's portfolio in Q2 2026, its #277 holding.
  • IFG Advisory first reported a position in Hershey in Q2 2018 and has held it in 13 quarters since.
  • IFG Advisory's Hershey position peaked at $2.33M in Q3 2025.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.