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JLB & Associates’s Hershey HSY Stock Holding History

JLB & Associates’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 		– Sell
-39,511
Closed -$8.21M – 73
2026
Q1 		$8.21M Sell
39,511
-10,411
-21% -$2.2M 1.18% 34
2025
Q4 		$9.08M Sell
49,922
-5,826
-10% -$1.07M 1.23% 33
2025
Q3 		$10.4M Sell
55,748
-5,143
-8% -$935K 1.37% 28
2025
Q2 		$10.1M Sell
60,891
-1,301
-2% -$214K 1.41% 29
2025
Q1 		$10.6M Sell
62,192
-749
-1% -$123K 1.48% 29
2024
Q4 		$10.7M Sell
62,941
-1,790
-3% -$321K 1.45% 29
2024
Q3 		$12.4M Buy
64,731
+22,562
+54% +$4.39M 1.6% 29
2024
Q2 		$7.75M Buy
42,169
+16,947
+67% +$3.28M 1.05% 36
2024
Q1 		$4.91M Buy
25,222
+8,727
+53% +$1.68M 0.65% 40
2023
Q4 		$3.08M Buy
16,495
+429
+3% +$81.3K 0.44% 48
2023
Q3 		$3.21M Buy
16,066
+691
+4% +$155K 0.5% 44
2023
Q2 		$3.84M Buy
15,375
+331
+2% +$86.8K 0.55% 41
2023
Q1 		$3.83M Buy
15,044
+595
+4% +$140K 0.58% 41
2022
Q4 		$3.35M Buy
14,449
+194
+1% +$44.7K 0.53% 43
2022
Q3 		$3.14M Buy
14,255
+435
+3% +$97.5K 0.56% 42
2022
Q2 		$2.97M Buy
13,820
+26
+0.2% +$5.67K 0.51% 43
2022
Q1 		$2.99M Buy
13,794
+3,055
+28% +$620K 0.45% 50
2021
Q4 		$2.08M Buy
10,739
+2,045
+24% +$370K 0.29% 57
2021
Q3 		$1.47M Buy
+8,694
New +$1.54M 0.23% 61

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

JLB & Associates's HSY Position: Q2 2026 in Review

JLB & Associates sold out of Hershey (HSY) in Q2 2026, closing a stake of 39,511 shares — an estimated $8.21M sold.

JLB & Associates first reported a position in HSY in Q3 2021 and held it in 19 quarters. The position peaked at $12.4M in Q3 2024. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • JLB & Associates reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • JLB & Associates sold 39,511 Hershey shares in Q2 2026, an estimated $8.21M.
  • JLB & Associates first reported a position in Hershey in Q3 2021 and held it in 19 quarters.
  • JLB & Associates's Hershey position peaked at $12.4M in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on JLB & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.