Mattern Wealth Management’s Hershey HSY Stock Holding History

Mattern Wealth 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	–	Sell	-1,000	Closed	-$208K	–	188
2026 Q1	$208K	Buy	+1,000	New	+$211K	0.04%	151
2023 Q4	–	Sell	-1,000	Closed	-$200K	–	174
2023 Q3	$200K	Hold	1,000	–	–	0.06%	163
2023 Q2	$250K	Hold	1,000	–	–	0.07%	145
2023 Q1	$254K	Hold	1,000	–	–	0.08%	151
2022 Q4	$232K	Hold	1,000	–	–	0.09%	148
2022 Q3	$220K	Hold	1,000	–	–	0.09%	146
2022 Q2	$215K	Hold	1,000	–	–	0.08%	144
2022 Q1	$217K	Buy	+1,000	New	+$203K	0.07%	149

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 $3.37T AUM 44.26% 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

Mattern Wealth Management's HSY Position: Q2 2026 in Review

Mattern Wealth Management sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,000 shares — an estimated $208K sold.

Mattern Wealth Management first reported a position in HSY in Q1 2022 and held it in 8 quarters. The position peaked at $254K in Q1 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Mattern Wealth Management reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Mattern Wealth Management sold 1,000 Hershey shares in Q2 2026, an estimated $208K.
Mattern Wealth Management first reported a position in Hershey in Q1 2022 and held it in 8 quarters.
Mattern Wealth Management's Hershey position peaked at $254K in Q1 2023.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.