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Legacy Capital Wealth Partners’s Hershey HSY Stock Holding History

Legacy Capital Wealth 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 		$651K Buy
3,711
+20
+0.5% +$3.77K 0.12% 165
2026
Q1 		$767K Sell
3,691
-108
-3% -$22.8K 0.16% 139
2025
Q4 		$691K Sell
3,799
-73
-2% -$13.3K 0.15% 149
2025
Q3 		$724K Buy
3,872
+1,678
+76% +$305K 0.16% 140
2025
Q2 		$364K Buy
+2,194
New +$362K 0.08% 271

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

Legacy Capital Wealth Partners's HSY Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Hershey (HSY) stake by 0.54% in Q2 2026, buying an estimated $3.77K and bringing the position to 3,711 shares worth $651K. The position accounts for 0.12% of the portfolio, ranked #165.

Legacy Capital Wealth Partners first reported a position in HSY in Q2 2025 and has held it in 5 quarters since. The position peaked at $767K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Legacy Capital Wealth Partners held 3,711 shares of Hershey worth $651K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 20 Hershey shares in Q2 2026, an estimated $3.77K.
  • Hershey made up 0.12% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • Legacy Capital Wealth Partners first reported a position in Hershey in Q2 2025 and has held it in 5 quarters since.
  • Legacy Capital Wealth Partners's Hershey position peaked at $767K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.