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Mirabella Financial Services’s Hershey HSY Stock Holding History

Mirabella Financial Services’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
-2,251
Closed -$468K – 908
2026
Q1 		$468K Buy
+2,251
New +$475K 0.04% 299
2024
Q4 		– Sell
-6,006
Closed -$1.15M – 257
2024
Q3 		$1.15M Buy
+6,006
New +$1.17M 0.06% 114
2024
Q2 		– Sell
-2,261
Closed -$440K – 544
2024
Q1 		$440K Buy
+2,261
New +$436K 0.03% 319
2022
Q2 		– Sell
-1,615
Closed -$350K – 581
2022
Q1 		$350K Buy
+1,615
New +$328K 0.04% 308
2021
Q4 		– Sell
-1,958
Closed -$331K – 501
2021
Q3 		$331K Buy
+1,958
New +$346K 0.04% 300

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

Mirabella Financial Services's HSY Position: Q2 2026 in Review

Mirabella Financial Services sold out of Hershey (HSY) in Q2 2026, closing a stake of 2,251 shares — an estimated $468K sold.

Mirabella Financial Services first reported a position in HSY in Q3 2021 and held it in 5 quarters. The position peaked at $1.15M in Q3 2024. 1,413 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Mirabella Financial Services reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 2,251 Hershey shares in Q2 2026, an estimated $468K.
  • Mirabella Financial Services first reported a position in Hershey in Q3 2021 and held it in 5 quarters.
  • Mirabella Financial Services's Hershey position peaked at $1.15M in Q3 2024.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.