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Kestra Private Wealth Services’s Hershey HSY Stock Holding History

Kestra Private Wealth Services’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 		$375K Sell
2,138
-3,735
-64% -$704K ﹤0.01% 1397
2026
Q1 		$1.22M Sell
5,873
-519
-8% -$109K 0.02% 742
2025
Q4 		$1.16M Buy
6,392
+1,889
+42% +$345K 0.01% 737
2025
Q3 		$842K Sell
4,503
-3,656
-45% -$664K 0.01% 853
2025
Q2 		$1.35M Sell
8,159
-3,417
-30% -$563K 0.02% 615
2025
Q1 		$1.98M Buy
11,576
+1,940
+20% +$318K 0.03% 460
2024
Q4 		$1.63M Sell
9,636
-4,210
-30% -$755K 0.03% 489
2024
Q3 		$2.66M Sell
13,846
-1,198
-8% -$233K 0.05% 353
2024
Q2 		$2.77M Buy
15,044
+2,378
+19% +$460K 0.06% 318
2024
Q1 		$2.46M Buy
12,666
+44
+0.3% +$8.49K 0.06% 323
2023
Q4 		$2.35M Buy
12,622
+1,416
+13% +$268K 0.06% 316
2023
Q3 		$2.24M Buy
11,206
+4,285
+62% +$959K 0.07% 284
2023
Q2 		$1.73M Buy
6,921
+422
+6% +$111K 0.06% 325
2023
Q1 		$1.65M Buy
6,499
+1,324
+26% +$311K 0.07% 304
2022
Q4 		$1.2M Buy
5,175
+167
+3% +$38.5K 0.06% 329
2022
Q3 		$1.1M Buy
5,008
+92
+2% +$20.6K 0.06% 314
2022
Q2 		$1.06M Buy
4,916
+1,311
+36% +$286K 0.06% 338
2022
Q1 		$781K Buy
3,605
+526
+17% +$107K 0.04% 440
2021
Q4 		$596K Buy
3,079
+815
+36% +$148K 0.03% 533
2021
Q3 		$383K Buy
2,264
+58
+3% +$10.2K 0.02% 617
2021
Q2 		$384K Buy
2,206
+33
+2% +$5.56K 0.02% 584
2021
Q1 		$344K Buy
+2,173
New +$327K 0.02% 563

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

Kestra Private Wealth Services's HSY Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Hershey (HSY) stake by 64% in Q2 2026, selling an estimated $704K and leaving 2,138 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Kestra Private Wealth Services first reported a position in HSY in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.77M in Q2 2024. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Kestra Private Wealth Services held 2,138 shares of Hershey worth $375K as of Q2 2026.
  • Kestra Private Wealth Services sold 3,735 Hershey shares in Q2 2026, an estimated $704K.
  • Hershey made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1397 holding.
  • Kestra Private Wealth Services first reported a position in Hershey in Q1 2021 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Hershey position peaked at $2.77M in Q2 2024.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.