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Kurt F. Somerville’s Hershey HSY Stock Holding History

Kurt F. Somerville’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 		$421K Hold
2,400
– – 0.1% 71
2026
Q1 		$499K Hold
2,400
– – 0.13% 64
2025
Q4 		$437K Hold
2,400
– – 0.07% 74
2025
Q3 		$449K Hold
2,400
– – 0.07% 72
2025
Q2 		$398K Sell
2,400
-300
-11% -$49.4K 0.07% 81
2025
Q1 		$462K Hold
2,700
– – 0.08% 73
2024
Q4 		$457K Hold
2,700
– – 0.08% 69
2024
Q3 		$518K Hold
2,700
– – 0.08% 71
2024
Q2 		$496K Hold
2,700
– – 0.08% 71
2024
Q1 		$525K Hold
2,700
– – 0.09% 70
2023
Q4 		$503K Hold
2,700
– – 0.09% 68
2023
Q3 		$540K Sell
2,700
-300
-10% -$67.2K 0.11% 68
2023
Q2 		$749K Sell
3,000
-300
-9% -$78.7K 0.14% 63
2023
Q1 		$840K Hold
3,300
– – 0.15% 60
2022
Q4 		$764K Hold
3,300
– – 0.15% 64
2022
Q3 		$728K Sell
3,300
-100
-3% -$22.4K 0.15% 62
2022
Q2 		$732K Sell
3,400
-200
-6% -$43.6K 0.14% 65
2022
Q1 		$780K Sell
3,600
-500
-12% -$102K 0.13% 64
2021
Q4 		$793K Sell
4,100
-300
-7% -$54.3K 0.11% 66
2021
Q3 		$745K Sell
4,400
-100
-2% -$17.7K 0.11% 63
2021
Q2 		$784K Sell
4,500
-300
-6% -$50.5K 0.12% 63
2021
Q1 		$759K Hold
4,800
– – 0.12% 63
2020
Q4 		$731K Hold
4,800
– – 0.12% 63
2020
Q3 		$688K Sell
4,800
-100
-2% -$14.2K 0.12% 67
2020
Q2 		$635K Hold
4,900
– – 0.12% 69
2020
Q1 		$649K Buy
+4,900
New +$723K 0.14% 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

Kurt F. Somerville's HSY Position: Q2 2026 in Review

Kurt F. Somerville held its Hershey (HSY) position steady in Q2 2026 at 2,400 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #71.

Kurt F. Somerville first reported a position in HSY in Q1 2020 and has held it in 26 quarters since. The position peaked at $840K in Q1 2023. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Kurt F. Somerville held 2,400 shares of Hershey worth $421K as of Q2 2026.
  • Kurt F. Somerville left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.1% of Kurt F. Somerville's portfolio in Q2 2026, its #71 holding.
  • Kurt F. Somerville first reported a position in Hershey in Q1 2020 and has held it in 26 quarters since.
  • Kurt F. Somerville's Hershey position peaked at $840K in Q1 2023.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Kurt F. Somerville's 13F filing for Q2 2026, filed 11 Aug 2026.