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Kathmere Capital Management’s Hershey HSY Stock Holding History

Kathmere 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 		$299K Sell
1,702
-833
-33% -$157K 0.02% 526
2026
Q1 		$527K Sell
2,535
-184
-7% -$38.8K 0.03% 349
2025
Q4 		$495K Sell
2,719
-351
-11% -$64.2K 0.03% 318
2025
Q3 		$574K Buy
3,070
+824
+37% +$150K 0.04% 266
2025
Q2 		$373K Buy
2,246
+514
+30% +$84.7K 0.03% 331
2025
Q1 		$296K Sell
1,732
-638
-27% -$104K 0.03% 328
2024
Q4 		$401K Buy
+2,370
New +$425K 0.04% 269
2024
Q3 		– Sell
-1,588
Closed -$292K – 390
2024
Q2 		$292K Buy
+1,588
New +$307K 0.03% 266
2023
Q3 		– Sell
-2,057
Closed -$514K – 273
2023
Q2 		$514K Buy
2,057
+105
+5% +$27.5K 0.08% 112
2023
Q1 		$496K Buy
1,952
+883
+83% +$207K 0.08% 112
2022
Q4 		$248K Buy
1,069
+154
+17% +$35.5K 0.04% 161
2022
Q3 		$202K Buy
+915
New +$205K 0.04% 156
2021
Q1 		– Sell
-32
Closed -$5K – 258
2020
Q4 		$5K Hold
32
– – ﹤0.01% 346
2020
Q3 		$5K Buy
+32
New +$4.54K ﹤0.01% 328

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

Kathmere Capital Management's HSY Position: Q2 2026 in Review

Kathmere Capital Management reduced its Hershey (HSY) stake by 33% in Q2 2026, selling an estimated $157K and leaving 1,702 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #526.

Kathmere Capital Management first reported a position in HSY in Q3 2020 and has held it in 14 quarters since. The position peaked at $574K in Q3 2025. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Kathmere Capital Management held 1,702 shares of Hershey worth $299K as of Q2 2026.
  • Kathmere Capital Management sold 833 Hershey shares in Q2 2026, an estimated $157K.
  • Hershey made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #526 holding.
  • Kathmere Capital Management first reported a position in Hershey in Q3 2020 and has held it in 14 quarters since.
  • Kathmere Capital Management's Hershey position peaked at $574K in Q3 2025.
  • 1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.