Lloyd Advisory Services’s Hershey HSY Stock Holding History

Lloyd Advisory Services’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	$62.6K	Buy	+357	New	+$67.3K	0.02%	214
2022 Q2	–	Sell	-25	Closed	-$5K	–	280
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	448
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	350
2021 Q3	$4K	Buy	+25	New	+$4.42K	﹤0.01%	323

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lloyd Advisory Services's HSY Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Hershey (HSY) in Q2 2026: 357 shares worth $62.6K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in HSY as recently as Q1 2022.

Lloyd Advisory Services first reported a position in HSY in Q3 2021 and has held it in 4 quarters since. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Lloyd Advisory Services held 357 shares of Hershey worth $62.6K as of Q2 2026.
Hershey was a new Lloyd Advisory Services position in Q2 2026.
Hershey made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #214 holding.
Lloyd Advisory Services first reported a position in Hershey in Q3 2021 and has held it in 4 quarters since.
1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.