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Mitchell McLeod Pugh & Williams’s Hershey HSY Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$941K Buy
5,361
+264
+5% +$49.8K 0.12% 149
2026
Q1 		$1.06M Buy
5,097
+8
+0.2% +$1.69K 0.16% 121
2025
Q4 		$1.18M Sell
5,089
-10
-0.2% -$1.83K 0.17% 117
2025
Q3 		$919K Sell
5,099
-95
-2% -$17.3K 0.15% 127
2025
Q2 		$862K Buy
5,194
+528
+11% +$87K 0.16% 130
2025
Q1 		$798K Sell
4,666
-116
-2% -$19K 0.17% 127
2024
Q4 		$810K Buy
4,782
+2,223
+87% +$399K 0.17% 124
2024
Q3 		$491K Hold
2,559
– – 0.1% 178
2024
Q2 		$470K Hold
2,559
– – 0.11% 170
2024
Q1 		$498K Sell
2,559
-16
-0.6% -$3.09K 0.12% 162
2023
Q4 		$480K Hold
2,575
– – 0.13% 158
2023
Q3 		$515K Buy
2,575
+1,179
+84% +$264K 0.15% 146
2023
Q2 		$349K Sell
1,396
-130
-9% -$34.1K 0.1% 183
2023
Q1 		$388K Hold
1,526
– – 0.12% 173
2022
Q4 		$353K Hold
1,526
– – 0.12% 183
2022
Q3 		$336K Buy
1,526
+316
+26% +$70.8K 0.13% 166
2022
Q2 		$260K Hold
1,210
– – 0.1% 182
2022
Q1 		$262K Hold
1,210
– – 0.09% 198
2021
Q4 		$234K Hold
1,210
– – 0.08% 210
2021
Q3 		$205K Hold
1,210
– – 0.08% 219
2021
Q2 		$211K Buy
+1,210
New +$204K 0.08% 215

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

Mitchell McLeod Pugh & Williams's HSY Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Hershey (HSY) stake by 5.2% in Q2 2026, buying an estimated $49.8K and bringing the position to 5,361 shares worth $941K. The position accounts for 0.12% of the portfolio, ranked #149.

Mitchell McLeod Pugh & Williams first reported a position in HSY in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.18M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 5,361 shares of Hershey worth $941K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 264 Hershey shares in Q2 2026, an estimated $49.8K.
  • Hershey made up 0.12% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #149 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Hershey in Q2 2021 and has held it in 21 quarters since.
  • Mitchell McLeod Pugh & Williams's Hershey position peaked at $1.18M in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.