MCM
HSY icon

MAI Capital Management’s Hershey HSY Stock Holding History

MAI Capital 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 		$1.94M Sell
11,073
-1,124
-9% -$212K 0.01% 715
2026
Q1 		$2.54M Sell
12,197
-424
-3% -$89.4K 0.01% 534
2025
Q4 		$2.3M Buy
12,621
+900
+8% +$165K 0.01% 537
2025
Q3 		$2.19M Sell
11,721
-241
-2% -$43.8K 0.01% 516
2025
Q2 		$1.99M Sell
11,962
-4,352
-27% -$717K 0.01% 490
2025
Q1 		$2.79M Sell
16,314
-33,186
-67% -$5.43M 0.02% 422
2024
Q4 		$8.38M Sell
49,500
-73,660
-60% -$13.2M 0.06% 252
2024
Q3 		$23.6M Buy
123,160
+12,832
+12% +$2.49M 0.22% 90
2024
Q2 		$20.3M Buy
110,328
+72,126
+189% +$14M 0.2% 94
2024
Q1 		$7.43M Buy
38,202
+34,403
+906% +$6.64M 0.08% 201
2023
Q4 		$708K Buy
3,799
+945
+33% +$179K 0.01% 585
2023
Q3 		$571K Buy
2,854
+786
+38% +$176K 0.01% 596
2023
Q2 		$516K Buy
2,068
+327
+19% +$85.8K 0.01% 625
2023
Q1 		$443K Buy
1,741
+53
+3% +$12.5K 0.01% 673
2022
Q4 		$391K Buy
+1,688
New +$389K 0.01% 684
2016
Q3 		– Sell
-1,834
Closed -$208K – 451
2016
Q2 		$208K Sell
1,834
-507
-22% -$47.5K 0.02% 385
2016
Q1 		$216K Buy
+2,341
New +$209K 0.02% 372

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

MAI Capital Management's HSY Position: Q2 2026 in Review

MAI Capital Management reduced its Hershey (HSY) stake by 9.2% in Q2 2026, selling an estimated $212K and leaving 11,073 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #715.

MAI Capital Management first reported a position in HSY in Q1 2016 and has held it in 17 quarters since. The position peaked at $23.6M in Q3 2024. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • MAI Capital Management held 11,073 shares of Hershey worth $1.94M as of Q2 2026.
  • MAI Capital Management sold 1,124 Hershey shares in Q2 2026, an estimated $212K.
  • Hershey made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #715 holding.
  • MAI Capital Management first reported a position in Hershey in Q1 2016 and has held it in 17 quarters since.
  • MAI Capital Management's Hershey position peaked at $23.6M in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.