JGCM
HSY icon

Joseph Group Capital Management’s Hershey HSY Stock Holding History

Joseph Group Capital Management’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 		$5.44K Sell
31
-16
-34% -$3.02K ﹤0.01% 381
2026
Q1 		$9.77K Buy
+47
New +$9.91K ﹤0.01% 279

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

Joseph Group Capital Management's HSY Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Hershey (HSY) stake by 34% in Q2 2026, selling an estimated $3.02K and leaving 31 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Joseph Group Capital Management first reported a position in HSY in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.77K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Joseph Group Capital Management held 31 shares of Hershey worth $5.44K as of Q2 2026.
  • Joseph Group Capital Management sold 16 Hershey shares in Q2 2026, an estimated $3.02K.
  • Hershey made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #381 holding.
  • Joseph Group Capital Management first reported a position in Hershey in Q1 2026 and has held it in 2 quarters since.
  • Joseph Group Capital Management's Hershey position peaked at $9.77K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.