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Modern Wealth Management’s Hershey HSY Stock Holding History

Modern 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 		$540K Sell
3,080
-207
-6% -$39K 0.01% 695
2026
Q1 		$667K Sell
3,287
-275
-8% -$58K 0.01% 514
2025
Q4 		$648K Buy
3,562
+205
+6% +$37.5K 0.01% 486
2025
Q3 		$628K Buy
3,357
+1,440
+75% +$262K 0.01% 463
2025
Q2 		$318K Buy
1,917
+308
+19% +$50.8K 0.01% 594
2025
Q1 		$275K Buy
+1,609
New +$263K 0.01% 559

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

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

Modern Wealth Management reduced its Hershey (HSY) stake by 6.3% in Q2 2026, selling an estimated $39K and leaving 3,080 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #695.

Modern Wealth Management first reported a position in HSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $667K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Modern Wealth Management held 3,080 shares of Hershey worth $540K as of Q2 2026.
  • Modern Wealth Management sold 207 Hershey shares in Q2 2026, an estimated $39K.
  • Hershey made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #695 holding.
  • Modern Wealth Management first reported a position in Hershey in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Hershey position peaked at $667K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.