Independent Financial Group’s Hershey HSY Stock Holding History

Independent Financial Group’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	$228K	Sell	1,300 -317	-20%	-$59.8K	﹤0.01%	1403
2026 Q1	$336K	Buy	1,617 +230	+17%	+$48.5K	0.01%	1107
2025 Q4	$252K	Sell	1,387 -89	-6%	-$16.3K	0.01%	1235
2025 Q3	$276K	Sell	1,476 -183	-11%	-$33.3K	0.01%	1129
2025 Q2	$275K	Buy	+1,659	New	+$273K	0.01%	1073
2024 Q4	–	Sell	-1,212	Closed	-$233K	–	1197
2024 Q3	$233K	Sell	1,212 -1,474	-55%	-$287K	0.01%	980
2024 Q2	$494K	Buy	2,686 +1,206	+81%	+$233K	0.02%	612
2024 Q1	$288K	Buy	+1,480	New	+$285K	0.01%	803

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's HSY Position: Q2 2026 in Review

Independent Financial Group reduced its Hershey (HSY) stake by 20% in Q2 2026, selling an estimated $59.8K and leaving 1,300 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Independent Financial Group first reported a position in HSY in Q1 2024 and has held it in 8 quarters since. The position peaked at $494K in Q2 2024. 1,403 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Independent Financial Group held 1,300 shares of Hershey worth $228K as of Q2 2026.
Independent Financial Group sold 317 Hershey shares in Q2 2026, an estimated $59.8K.
Hershey made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1403 holding.
Independent Financial Group first reported a position in Hershey in Q1 2024 and has held it in 8 quarters since.
Independent Financial Group's Hershey position peaked at $494K in Q2 2024.
1,403 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.