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KFG Wealth Management’s Hershey HSY Stock Holding History

KFG Wealth 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 		– Sell
-3,512
Closed -$730K – 233
2026
Q1 		$730K Sell
3,512
-80
-2% -$16.9K 0.09% 99
2025
Q4 		$654K Sell
3,592
-736
-17% -$135K 0.09% 103
2025
Q3 		$810K Sell
4,328
-1,165
-21% -$212K 0.12% 87
2025
Q2 		$912K Buy
5,493
+454
+9% +$74.8K 0.15% 79
2025
Q1 		$862K Buy
5,039
+682
+16% +$112K 0.16% 75
2024
Q4 		$738K Buy
4,357
+765
+21% +$137K 0.14% 86
2024
Q3 		$689K Sell
3,592
-57
-2% -$11.1K 0.15% 90
2024
Q2 		$671K Buy
3,649
+62
+2% +$12K 0.27% 71
2024
Q1 		$698K Buy
3,587
+321
+10% +$61.9K 0.29% 67
2023
Q4 		$609K Sell
3,266
-74
-2% -$14K 0.28% 62
2023
Q3 		$668K Buy
3,340
+1,049
+46% +$235K 0.36% 53
2023
Q2 		$572K Buy
2,291
+1,116
+95% +$293K 0.33% 52
2023
Q1 		$303K Buy
+1,175
New +$276K 0.21% 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

KFG Wealth Management's HSY Position: Q2 2026 in Review

KFG Wealth Management sold out of Hershey (HSY) in Q2 2026, closing a stake of 3,512 shares — an estimated $730K sold.

KFG Wealth Management first reported a position in HSY in Q1 2023 and held it in 13 quarters. The position peaked at $912K in Q2 2025. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • KFG Wealth Management reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 3,512 Hershey shares in Q2 2026, an estimated $730K.
  • KFG Wealth Management first reported a position in Hershey in Q1 2023 and held it in 13 quarters.
  • KFG Wealth Management's Hershey position peaked at $912K in Q2 2025.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.