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Jefferies Financial Group’s Hershey HSY Stock Holding History

Jefferies 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 		$603K Sell
3,436
-30,239
-90% -$5.7M ﹤0.01% 1193
2026
Q1 		$7M Buy
33,675
+18,597
+123% +$3.92M 0.05% 271
2025
Q4 		$2.74M Buy
+15,078
New +$2.76M 0.01% 679
2025
Q2 		– Sell
-2,056
Closed -$352K – 1544
2025
Q1 		$352K Sell
2,056
-2,374
-54% -$389K ﹤0.01% 1173
2024
Q4 		$750K Sell
4,430
-22,074
-83% -$3.96M ﹤0.01% 988
2024
Q3 		$5.08M Buy
26,504
+956
+4% +$186K 0.04% 314
2024
Q2 		$4.7M Buy
25,548
+548
+2% +$106K 0.05% 319
2024
Q1 		$4.86M Sell
25,000
-67,364
-73% -$13M 0.04% 317
2023
Q4 		$17.2M Buy
+92,364
New +$17.5M 0.11% 124

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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group reduced its Hershey (HSY) stake by 90% in Q2 2026, selling an estimated $5.7M and leaving 3,436 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Jefferies Financial Group first reported a position in HSY in Q4 2023 and has held it in 9 quarters since. The position peaked at $17.2M in Q4 2023. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Jefferies Financial Group held 3,436 shares of Hershey worth $603K as of Q2 2026.
  • Jefferies Financial Group sold 30,239 Hershey shares in Q2 2026, an estimated $5.7M.
  • Hershey made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1193 holding.
  • Jefferies Financial Group first reported a position in Hershey in Q4 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's Hershey position peaked at $17.2M in Q4 2023.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.