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Independent Advisor Alliance’s Hershey HSY Stock Holding History

Independent Advisor Alliance’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 		$4.06M Buy
23,143
+1,224
+6% +$231K 0.1% 157
2026
Q1 		$4.56M Sell
21,919
-20,831
-49% -$4.39M 0.05% 329
2025
Q4 		$7.78M Buy
42,750
+212
+0.5% +$38.8K 0.19% 79
2025
Q3 		$7.96M Buy
42,538
+2,573
+6% +$468K 0.21% 76
2025
Q2 		$6.63M Buy
39,965
+9,313
+30% +$1.54M 0.19% 90
2025
Q1 		$5.24M Buy
30,652
+1,135
+4% +$186K 0.17% 101
2024
Q4 		$5M Sell
29,517
-10,652
-27% -$1.91M 0.07% 267
2024
Q3 		$7.7M Sell
40,169
-2,032
-5% -$395K 0.28% 68
2024
Q2 		$7.76M Sell
42,201
-8,036
-16% -$1.55M 0.27% 69
2024
Q1 		$9.77M Sell
50,237
-2,904
-5% -$560K 0.35% 54
2023
Q4 		$9.91M Buy
53,141
+1,465
+3% +$278K 0.36% 52
2023
Q3 		$10.3M Buy
51,676
+3,424
+7% +$766K 0.47% 43
2023
Q2 		$12M Buy
48,252
+1,228
+3% +$322K 0.53% 36
2023
Q1 		$12M Sell
47,024
-2,420
-5% -$569K 0.58% 36
2022
Q4 		$11.4K Sell
49,444
-558
-1% -$129K ﹤0.01% 166
2022
Q3 		$11M Buy
50,002
+9
+0% +$2.02K 0.64% 35
2022
Q2 		$10.8M Buy
49,993
+145
+0.3% +$31.6K 0.6% 41
2022
Q1 		$10.8M Buy
49,848
+1,397
+3% +$284K 0.52% 47
2021
Q4 		$9.37M Buy
48,451
+585
+1% +$106K 0.46% 52
2021
Q3 		$8.1M Buy
47,866
+2,367
+5% +$418K 0.45% 58
2021
Q2 		$7.92M Sell
45,499
-10,040
-18% -$1.69M 0.43% 61
2021
Q1 		$8.78M Buy
55,539
+8,800
+19% +$1.33M 0.52% 47
2020
Q4 		$7.12M Buy
46,739
+741
+2% +$110K 0.48% 52
2020
Q3 		$6.59M Buy
45,998
+42,279
+1,137% +$6M 0.5% 52
2020
Q2 		$482K Buy
+3,719
New +$500K 0.05% 275
2019
Q3 		– Sell
-1,918
Closed -$257K – 468
2019
Q2 		$257K Buy
+1,918
New +$244K 0.04% 327

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

Independent Advisor Alliance's HSY Position: Q2 2026 in Review

Independent Advisor Alliance increased its Hershey (HSY) stake by 5.6% in Q2 2026, buying an estimated $231K and bringing the position to 23,143 shares worth $4.06M. The position accounts for 0.1% of the portfolio, ranked #157.

Independent Advisor Alliance first reported a position in HSY in Q2 2019 and has held it in 26 quarters since. The position peaked at $12M in Q2 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Independent Advisor Alliance held 23,143 shares of Hershey worth $4.06M as of Q2 2026.
  • Independent Advisor Alliance bought 1,224 Hershey shares in Q2 2026, an estimated $231K.
  • Hershey made up 0.1% of Independent Advisor Alliance's portfolio in Q2 2026, its #157 holding.
  • Independent Advisor Alliance first reported a position in Hershey in Q2 2019 and has held it in 26 quarters since.
  • Independent Advisor Alliance's Hershey position peaked at $12M in Q2 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.