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Investment Research Partners’s Hershey HSY Stock Holding History

Investment Research Partners’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 		$516K Hold
2,940
– – 0.17% 138
2026
Q1 		$611K Hold
2,940
– – 0.25% 97
2025
Q4 		$535K Hold
2,940
– – 0.23% 101
2025
Q3 		$515K Buy
+2,940
New +$534K 0.23% 106

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Investment Research Partners's HSY Position: Q2 2026 in Review

Investment Research Partners held its Hershey (HSY) position steady in Q2 2026 at 2,940 shares worth $516K. The position accounts for 0.17% of the portfolio, ranked #138.

Investment Research Partners first reported a position in HSY in Q3 2025 and has held it in 4 quarters since. The position peaked at $611K in Q1 2026. 1,061 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Investment Research Partners held 2,940 shares of Hershey worth $516K as of Q2 2026.
  • Investment Research Partners left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.17% of Investment Research Partners's portfolio in Q2 2026, its #138 holding.
  • Investment Research Partners first reported a position in Hershey in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Hershey position peaked at $611K in Q1 2026.
  • 1,061 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.