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McClarren Financial Advisors’s Hershey HSY Stock Holding History

McClarren Financial 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 		$405K Buy
2,307
+1
+0% +$189 0.21% 55
2026
Q1 		$479K Buy
2,306
+2,019
+703% +$426K 0.28% 50
2025
Q4 		$419K Sell
287
-2,100
-88% -$384K 0.25% 51
2025
Q3 		$431K Sell
2,387
-117
-5% -$21.3K 0.26% 51
2025
Q2 		$416K Buy
2,504
+91
+4% +$15K 0.27% 49
2025
Q1 		$401K Buy
+2,413
New +$395K 0.27% 51
2024
Q4 		– Sell
-191
Closed -$19K – 250
2024
Q3 		$19K Buy
191
+8
+4% +$1.55K ﹤0.01% 166
2024
Q2 		$412K Sell
183
-2,060
-92% -$399K 0.29% 49
2024
Q1 		$437K Buy
2,243
+1
+0% +$193 0.31% 49
2023
Q4 		$418K Buy
2,242
+15
+0.7% +$2.84K 0.32% 47
2023
Q3 		$445K Hold
2,227
– – 0.39% 41
2023
Q2 		$556K Buy
2,227
+8
+0.4% +$2.1K 0.46% 38
2023
Q1 		$564K Buy
2,219
+10
+0.5% +$2.35K 0.51% 35
2022
Q4 		$511K Buy
2,209
+9
+0.4% +$2.08K 0.49% 37
2022
Q3 		$485K Buy
+2,200
New +$493K 0.48% 32

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 $3.38T AUM 44.17% 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

McClarren Financial Advisors's HSY Position: Q2 2026 in Review

McClarren Financial Advisors increased its Hershey (HSY) stake by 0.04% in Q2 2026, buying an estimated $189 and bringing the position to 2,307 shares worth $405K. The position accounts for 0.21% of the portfolio, ranked #55.

McClarren Financial Advisors first reported a position in HSY in Q3 2022 and has held it in 15 quarters since. The position peaked at $564K in Q1 2023. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • McClarren Financial Advisors held 2,307 shares of Hershey worth $405K as of Q2 2026.
  • McClarren Financial Advisors bought 1 Hershey share in Q2 2026, an estimated $189.
  • Hershey made up 0.21% of McClarren Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • McClarren Financial Advisors first reported a position in Hershey in Q3 2022 and has held it in 15 quarters since.
  • McClarren Financial Advisors's Hershey position peaked at $564K in Q1 2023.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.