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Lafayette Investments’s Hershey HSY Stock Holding History

Lafayette Investments’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 		$1.43M Sell
8,165
-67
-0.8% -$12.6K 0.26% 67
2026
Q1 		$1.71M Sell
8,232
-19
-0.2% -$4.01K 0.35% 61
2025
Q4 		$1.5M Sell
8,251
-437
-5% -$79.9K 0.28% 62
2025
Q3 		$1.63M Sell
8,688
-60
-0.7% -$10.9K 0.31% 59
2025
Q2 		$1.45M Sell
8,748
-154
-2% -$25.4K 0.29% 58
2025
Q1 		$1.52M Buy
8,902
+1
+0% +$164 0.32% 57
2024
Q4 		$1.51M Sell
8,901
-81
-0.9% -$14.5K 0.32% 56
2024
Q3 		$1.72M Buy
8,982
+3
+0% +$583 0.36% 56
2024
Q2 		$1.65M Sell
8,979
-175
-2% -$33.9K 0.38% 56
2024
Q1 		$1.78M Buy
9,154
+77
+0.8% +$14.9K 0.4% 55
2023
Q4 		$1.69M Buy
9,077
+3,250
+56% +$616K 0.42% 55
2023
Q3 		$1.17M Buy
5,827
+39
+0.7% +$8.73K 0.32% 61
2023
Q2 		$1.45M Sell
5,788
-84
-1% -$22K 0.38% 56
2023
Q1 		$1.49M Sell
5,872
-3
-0.1% -$705 0.41% 54
2022
Q4 		$1.36M Sell
5,875
-9
-0.2% -$2.08K 0.38% 54
2022
Q3 		$1.3M Sell
5,884
-16
-0.3% -$3.59K 0.4% 56
2022
Q2 		$1.27M Sell
5,900
-1,604
-21% -$350K 0.37% 57
2022
Q1 		$1.63M Buy
7,504
+37
+0.5% +$7.51K 0.4% 56
2021
Q4 		$1.45M Buy
7,467
+7
+0.1% +$1.27K 0.36% 60
2021
Q3 		$1.26M Buy
7,460
+157
+2% +$27.7K 0.34% 59
2021
Q2 		$1.27M Buy
7,303
+45
+0.6% +$7.58K 0.35% 58
2021
Q1 		$1.15M Buy
7,258
+1,666
+30% +$251K 0.37% 53
2020
Q4 		$852K Buy
5,592
+1,746
+45% +$258K 0.29% 60
2020
Q3 		$551K Buy
+3,846
New +$545K 0.21% 63

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

Lafayette Investments's HSY Position: Q2 2026 in Review

Lafayette Investments reduced its Hershey (HSY) stake by 0.81% in Q2 2026, selling an estimated $12.6K and leaving 8,165 shares worth $1.43M. The position accounts for 0.26% of the portfolio, ranked #67.

Lafayette Investments first reported a position in HSY in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.78M in Q1 2024. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Lafayette Investments held 8,165 shares of Hershey worth $1.43M as of Q2 2026.
  • Lafayette Investments sold 67 Hershey shares in Q2 2026, an estimated $12.6K.
  • Hershey made up 0.26% of Lafayette Investments's portfolio in Q2 2026, its #67 holding.
  • Lafayette Investments first reported a position in Hershey in Q3 2020 and has held it in 24 quarters since.
  • Lafayette Investments's Hershey position peaked at $1.78M in Q1 2024.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.