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Money Concepts Capital’s Hershey HSY Stock Holding History

Money Concepts Capital’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 		$358K Sell
2,042
-4,663
-70% -$879K 0.02% 470
2026
Q1 		$1.39M Buy
6,705
+31
+0.5% +$6.54K 0.08% 235
2025
Q4 		$1.21M Buy
6,674
+472
+8% +$86.3K 0.07% 246
2025
Q3 		$1.16M Buy
6,202
+244
+4% +$44.3K 0.07% 233
2025
Q2 		$989K Buy
5,958
+1,089
+22% +$179K 0.07% 243
2025
Q1 		$833K Buy
4,869
+624
+15% +$102K 0.06% 239
2024
Q4 		$719K Buy
4,245
+316
+8% +$56.7K 0.05% 252
2024
Q3 		$753K Buy
3,929
+168
+4% +$32.7K 0.06% 244
2024
Q2 		$691K Buy
3,761
+204
+6% +$39.5K 0.06% 250
2024
Q1 		$692K Buy
3,557
+193
+6% +$37.2K 0.06% 247
2023
Q4 		$629K Buy
3,364
+5
+0.1% +$947 0.06% 239
2023
Q3 		$673K Buy
3,359
+393
+13% +$88K 0.07% 224
2023
Q2 		$742K Sell
2,966
-10,987
-79% -$2.88M 0.08% 223
2023
Q1 		$3.61M Sell
13,953
-966
-6% -$227K 0.2% 97
2022
Q4 		$3.45M Buy
14,919
+859
+6% +$198K 0.15% 131
2022
Q3 		$3.1M Buy
14,060
+9,660
+220% +$2.16M 0.18% 106
2022
Q2 		$972K Sell
4,400
-1,233
-22% -$269K 0.09% 203
2022
Q1 		$1.22M Buy
5,633
+989
+21% +$201K 0.07% 267
2021
Q4 		$898K Buy
+4,644
New +$841K 0.08% 219
2021
Q1 		$525K Buy
3,317
+294
+10% +$44.3K 0.04% 303
2020
Q4 		$461K Buy
+3,023
New +$447K 0.04% 298

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

Money Concepts Capital's HSY Position: Q2 2026 in Review

Money Concepts Capital reduced its Hershey (HSY) stake by 70% in Q2 2026, selling an estimated $879K and leaving 2,042 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #470.

Money Concepts Capital first reported a position in HSY in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.61M in Q1 2023. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Money Concepts Capital held 2,042 shares of Hershey worth $358K as of Q2 2026.
  • Money Concepts Capital sold 4,663 Hershey shares in Q2 2026, an estimated $879K.
  • Hershey made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #470 holding.
  • Money Concepts Capital first reported a position in Hershey in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Hershey position peaked at $3.61M in Q1 2023.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.