Loring Wolcott & Coolidge Fiduciary Advisors’s Hershey HSY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$1.3M	Sell	7,428 -611	-8%	-$115K	0.01%	155
2026 Q1	$1.63M	Sell	8,039 -1,387	-15%	-$293K	0.02%	132
2025 Q4	$1.81M	Sell	9,426 -5,381	-36%	-$984K	0.02%	131
2025 Q3	$2.69M	Sell	14,807 -1,039	-7%	-$189K	0.02%	112
2025 Q2	$2.63M	Sell	15,846 -1,670	-10%	-$275K	0.02%	115
2025 Q1	$2.92M	Sell	17,516 -342	-2%	-$56K	0.03%	108
2024 Q4	$2.75M	Sell	17,858 -353	-2%	-$63.3K	0.02%	122
2024 Q3	$3.32M	Buy	18,211 +2,495	+16%	+$485K	0.03%	113
2024 Q2	$2.99M	Buy	15,716 +2,635	+20%	+$510K	0.03%	102
2024 Q1	$2.44M	Buy	13,081 +1,181	+10%	+$228K	0.02%	105
2023 Q4	$2.3M	Buy	11,900 +1,211	+11%	+$229K	0.02%	108
2023 Q3	$2.03M	Buy	10,689 +1,160	+12%	+$260K	0.02%	113
2023 Q2	$2.38M	Buy	9,529 +8	+0.1%	+$2.1K	0.03%	108
2023 Q1	$2.42M	Hold	9,521	–	–	0.03%	104
2022 Q4	$2.2M	Hold	9,521	–	–	0.03%	108
2022 Q3	$2.1M	Hold	9,521	–	–	0.03%	108
2022 Q2	$2.05M	Sell	9,521 -215	-2%	-$46.9K	0.03%	112
2022 Q1	$2.11M	Hold	9,736	–	–	0.02%	118
2021 Q4	$1.88M	Hold	9,736	–	–	0.02%	133
2021 Q3	$1.65M	Hold	9,736	–	–	0.02%	135
2021 Q2	$1.7M	Buy	9,736 +165	+2%	+$27.8K	0.02%	137
2021 Q1	$1.51M	Sell	9,571 -466	-5%	-$70.2K	0.02%	137
2020 Q4	$1.53M	Buy	10,037 +9,594	+2,166%	+$1.42M	0.02%	131
2020 Q3	$64K	Hold	443	–	–	﹤0.01%	370
2020 Q2	$57K	Hold	443	–	–	﹤0.01%	365
2020 Q1	$59K	Buy	443 +175	+65%	+$25.8K	﹤0.01%	359
2019 Q4	$39K	Sell	268 -1,148	-81%	-$170K	﹤0.01%	443
2019 Q3	$219K	Sell	1,416 -50	-3%	-$7.55K	﹤0.01%	256
2019 Q2	$196K	Sell	1,466 -375	-20%	-$47.6K	﹤0.01%	269
2019 Q1	$211K	Sell	1,841 -52	-3%	-$5.66K	﹤0.01%	253
2018 Q4	$203K	Buy	1,893 +950	+101%	+$101K	﹤0.01%	251
2018 Q3	$96K	Hold	943	–	–	﹤0.01%	354
2018 Q2	$88K	Hold	943	–	–	﹤0.01%	369
2018 Q1	$93K	Hold	943	–	–	﹤0.01%	375
2017 Q4	$107K	Hold	943	–	–	﹤0.01%	356
2017 Q3	$103K	Buy	943 +53	+6%	+$5.65K	﹤0.01%	357
2017 Q2	$94K	Hold	890	–	–	﹤0.01%	362
2017 Q1	$97K	Hold	890	–	–	﹤0.01%	353
2016 Q4	$92K	Hold	890	–	–	﹤0.01%	339
2016 Q3	$85K	Sell	890 -420	-32%	-$44.4K	﹤0.01%	348
2016 Q2	$149K	Sell	1,310 -15,455	-92%	-$1.45M	﹤0.01%	287
2016 Q1	$1.54M	Buy	16,765 +330	+2%	+$29.4K	0.04%	127
2015 Q4	$1.47M	Buy	16,435 +15,155	+1,184%	+$1.36M	0.04%	131
2015 Q3	$114K	Hold	1,280	–	–	﹤0.01%	342
2015 Q2	$114K	Hold	1,280	–	–	﹤0.01%	342
2015 Q1	$129K	Hold	1,280	–	–	﹤0.01%	336
2014 Q4	$133K	Hold	1,280	–	–	﹤0.01%	324
2014 Q3	$122K	Hold	1,280	–	–	﹤0.01%	321
2014 Q2	$125K	Hold	1,280	–	–	﹤0.01%	331
2014 Q1	$134K	Hold	1,280	–	–	﹤0.01%	304
2013 Q4	$124K	Hold	1,280	–	–	﹤0.01%	303
2013 Q3	$118K	Hold	1,280	–	–	﹤0.01%	291
2013 Q2	$114K	Buy	+1,280	New	+$113K	﹤0.01%	310

Other funds holding HSY

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HSY Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Hershey (HSY) stake by 7.6% in Q2 2026, selling an estimated $115K and leaving 7,428 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #155.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HSY in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.32M in Q3 2024. 818 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 7,428 shares of Hershey worth $1.3M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 611 Hershey shares in Q2 2026, an estimated $115K.
Hershey made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #155 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Hershey in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Hershey position peaked at $3.32M in Q3 2024.
818 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.