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Liberty One Investment Management’s Hershey HSY Stock Holding History

Liberty One Investment Management’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 		$5.43M Buy
30,923
+2,193
+8% +$414K 0.54% 60
2026
Q1 		$5.97M Buy
28,730
+6,689
+30% +$1.41M 0.62% 42
2025
Q4 		$4.01M Sell
22,041
-16,035
-42% -$2.93M 0.51% 52
2025
Q3 		$7.12M Buy
38,076
+9,309
+32% +$1.69M 0.4% 45
2025
Q2 		$4.77M Buy
28,767
+3,160
+12% +$521K 0.48% 60
2025
Q1 		$4.38M Buy
25,607
+2,348
+10% +$384K 0.44% 65
2024
Q4 		$3.94M Buy
23,259
+2,267
+11% +$407K 0.43% 63
2024
Q3 		$4.03M Buy
20,992
+1,299
+7% +$253K 0.41% 63
2024
Q2 		$3.62M Buy
19,693
+4,802
+32% +$929K 0.41% 62
2024
Q1 		$2.9M Buy
14,891
+2,106
+16% +$406K 0.33% 65
2023
Q4 		$2.38M Buy
12,785
+1,067
+9% +$202K 0.29% 68
2023
Q3 		$2.34M Buy
11,718
+787
+7% +$176K 0.34% 58
2023
Q2 		$2.73M Sell
10,931
-129
-1% -$33.8K 0.35% 44
2023
Q1 		$2.81M Buy
11,060
+766
+7% +$180K 0.38% 35
2022
Q4 		$2.38M Sell
10,294
-148
-1% -$34.1K 0.34% 48
2022
Q3 		$2.3M Buy
10,442
+32
+0.3% +$7.17K 0.38% 34
2022
Q2 		$1.81M Sell
10,410
-1,008
-9% -$220K 0.31% 52
2022
Q1 		$2.47M Buy
11,418
+286
+3% +$58.1K 0.38% 45
2021
Q4 		$2.15M Buy
11,132
+574
+5% +$104K 0.32% 51
2021
Q3 		$1.79M Buy
10,558
+148
+1% +$26.2K 0.31% 54
2021
Q2 		$1.81M Buy
10,410
+455
+5% +$76.6K 0.31% 52
2021
Q1 		$1.57M Buy
9,955
+494
+5% +$74.4K 0.28% 60
2020
Q4 		$1.44M Buy
9,461
+515
+6% +$76.2K 0.27% 57
2020
Q3 		$1.28M Buy
8,946
+146
+2% +$20.7K 0.26% 51
2020
Q2 		$1.14M Buy
8,800
+210
+2% +$28.2K 0.26% 53
2020
Q1 		$1.14M Sell
8,590
-160
-2% -$23.6K 0.29% 45
2019
Q4 		$1.29M Buy
+8,750
New +$1.3M 0.28% 47

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

Liberty One Investment Management's HSY Position: Q2 2026 in Review

Liberty One Investment Management increased its Hershey (HSY) stake by 7.6% in Q2 2026, buying an estimated $414K and bringing the position to 30,923 shares worth $5.43M. The position accounts for 0.54% of the portfolio, ranked #60.

Liberty One Investment Management first reported a position in HSY in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.12M in Q3 2025. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Liberty One Investment Management held 30,923 shares of Hershey worth $5.43M as of Q2 2026.
  • Liberty One Investment Management bought 2,193 Hershey shares in Q2 2026, an estimated $414K.
  • Hershey made up 0.54% of Liberty One Investment Management's portfolio in Q2 2026, its #60 holding.
  • Liberty One Investment Management first reported a position in Hershey in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Hershey position peaked at $7.12M in Q3 2025.
  • 1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.