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Midwest Trust’s Hershey HSY Stock Holding History

Midwest Trust’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 		$1.18M Sell
6,704
-22
-0.3% -$4.15K 0.01% 342
2026
Q1 		$1.4M Buy
6,726
+400
+6% +$84.4K 0.02% 322
2025
Q4 		$1.15M Sell
6,326
-117
-2% -$21.4K 0.01% 326
2025
Q3 		$1.21M Buy
6,443
+37
+0.6% +$6.72K 0.02% 324
2025
Q2 		$1.06M Buy
+6,406
New +$1.06M 0.01% 335

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

Midwest Trust's HSY Position: Q2 2026 in Review

Midwest Trust reduced its Hershey (HSY) stake by 0.33% in Q2 2026, selling an estimated $4.15K and leaving 6,704 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #342.

Midwest Trust first reported a position in HSY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Midwest Trust held 6,704 shares of Hershey worth $1.18M as of Q2 2026.
  • Midwest Trust sold 22 Hershey shares in Q2 2026, an estimated $4.15K.
  • Hershey made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #342 holding.
  • Midwest Trust first reported a position in Hershey in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Hershey position peaked at $1.4M in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.