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Larry Mathis Financial Planning’s Hershey HSY Stock Holding History

Larry Mathis Financial Planning’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
-1,271
Closed -$264K – 162
2026
Q1 		$264K Sell
1,271
-24
-2% -$5.06K 0.24% 121
2025
Q4 		$236K Buy
+1,295
New +$237K 0.21% 135

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

Larry Mathis Financial Planning's HSY Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,271 shares — an estimated $264K sold.

Larry Mathis Financial Planning first reported a position in HSY in Q4 2025 and held it in 2 quarters. The position peaked at $264K in Q1 2026. 1,398 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 1,271 Hershey shares in Q2 2026, an estimated $264K.
  • Larry Mathis Financial Planning first reported a position in Hershey in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Hershey position peaked at $264K in Q1 2026.
  • 1,398 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.