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Knollwood Investment Advisory’s Hershey HSY Stock Holding History

Knollwood Investment Advisory’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 		$1.97M Hold
11,209
– – 0.17% 105
2026
Q1 		$2.33M Hold
11,209
– – 0.24% 86
2025
Q4 		$2.04M Hold
11,209
– – 0.19% 109
2025
Q3 		$2.1M Sell
11,209
-59
-0.5% -$10.7K 0.19% 116
2025
Q2 		$1.87M Hold
11,268
– – 0.18% 128
2025
Q1 		$1.93M Hold
11,268
– – 0.21% 119
2024
Q4 		$1.91M Hold
11,268
– – 0.2% 126
2024
Q3 		$2.16M Hold
11,268
– – 0.23% 108
2024
Q2 		$2.07M Buy
11,268
+6,770
+151% +$1.31M 0.23% 104
2024
Q1 		$875K Hold
4,498
– – 0.16% 112
2023
Q4 		$839K Buy
+4,498
New +$852K 0.17% 107

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

Knollwood Investment Advisory's HSY Position: Q2 2026 in Review

Knollwood Investment Advisory held its Hershey (HSY) position steady in Q2 2026 at 11,209 shares worth $1.97M. The position accounts for 0.17% of the portfolio, ranked #105.

Knollwood Investment Advisory first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Knollwood Investment Advisory held 11,209 shares of Hershey worth $1.97M as of Q2 2026.
  • Knollwood Investment Advisory left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.17% of Knollwood Investment Advisory's portfolio in Q2 2026, its #105 holding.
  • Knollwood Investment Advisory first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Knollwood Investment Advisory's Hershey position peaked at $2.33M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.