MFG
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Monte Financial Group’s Hershey HSY Stock Holding History

Monte Financial Group’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 		$210K Sell
1,202
-29,888
-96% -$5.64M 0.07% 100
2026
Q1 		$6.46M Sell
31,090
-7,309
-19% -$1.54M 2.3% 12
2025
Q4 		$6.99M Sell
38,399
-3,144
-8% -$575K 2.6% 4
2025
Q3 		$7.77M Buy
41,543
+178
+0.4% +$32.3K 2.86% 3
2025
Q2 		$6.86M Buy
41,365
+251
+0.6% +$41.4K 2.67% 8
2025
Q1 		$6.85M Buy
41,114
+3,151
+8% +$516K 3% 4
2024
Q4 		$6.43M Buy
37,963
+5,671
+18% +$1.02M 2.75% 8
2024
Q3 		$6.19M Buy
32,292
+174
+0.5% +$33.8K 2.57% 10
2024
Q2 		$5.9M Buy
32,118
+966
+3% +$187K 2.61% 9
2024
Q1 		$6.06M Buy
31,152
+15,116
+94% +$2.92M 2.65% 10
2023
Q4 		$2.99M Buy
+16,036
New +$3.04M 1.4% 33

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

Monte Financial Group's HSY Position: Q2 2026 in Review

Monte Financial Group reduced its Hershey (HSY) stake by 96% in Q2 2026, selling an estimated $5.64M and leaving 1,202 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #100.

Monte Financial Group first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.77M in Q3 2025. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Monte Financial Group held 1,202 shares of Hershey worth $210K as of Q2 2026.
  • Monte Financial Group sold 29,888 Hershey shares in Q2 2026, an estimated $5.64M.
  • Hershey made up 0.07% of Monte Financial Group's portfolio in Q2 2026, its #100 holding.
  • Monte Financial Group first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Monte Financial Group's Hershey position peaked at $7.77M in Q3 2025.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.