Kovitz Investment Group Partners
HSY icon

Kovitz Investment Group Partners’s Hershey HSY Stock Holding History

Kovitz Investment Group Partners’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 		$211K Sell
1,199
-1
-0.1% -$189 ﹤0.01% 471
2026
Q1 		$249K Sell
1,200
-19
-2% -$4.01K 0.01% 461
2025
Q4 		$222K Sell
1,219
-57,378
-98% -$10.5M ﹤0.01% 457
2025
Q3 		$11M Buy
58,597
+7,931
+16% +$1.44M 0.04% 312
2025
Q2 		$8.41M Buy
50,666
+4,108
+9% +$677K 0.04% 345
2025
Q1 		$7.96M Buy
46,558
+7,291
+19% +$1.19M 0.04% 312
2024
Q4 		$6.65M Buy
39,267
+33,455
+576% +$6M 0.03% 344
2024
Q3 		$762K Sell
5,812
-5,408
-48% -$1.05M 0.01% 688
2024
Q2 		$2.06M Buy
+11,220
New +$2.17M 0.02% 431

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

Kovitz Investment Group Partners's HSY Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Hershey (HSY) stake by 0.08% in Q2 2026, selling an estimated $189 and leaving 1,199 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Kovitz Investment Group Partners first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $11M in Q3 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Kovitz Investment Group Partners held 1,199 shares of Hershey worth $211K as of Q2 2026.
  • Kovitz Investment Group Partners sold 1 Hershey share in Q2 2026, an estimated $189.
  • Hershey made up ﹤0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #471 holding.
  • Kovitz Investment Group Partners first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
  • Kovitz Investment Group Partners's Hershey position peaked at $11M in Q3 2025.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.