Morton Brown Family Wealth’s Hershey HSY Stock Holding History

Morton Brown Family Wealth’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	$4.74K	Hold	27	–	–	﹤0.01%	231
2026 Q1	$5.61K	Hold	27	–	–	﹤0.01%	219
2025 Q4	$4.91K	Hold	27	–	–	﹤0.01%	229
2025 Q3	$5.05K	Hold	27	–	–	﹤0.01%	217
2025 Q2	$4.48K	Hold	27	–	–	﹤0.01%	241
2025 Q1	$4.62K	Hold	27	–	–	﹤0.01%	239
2024 Q4	$4.57K	Hold	27	–	–	﹤0.01%	207
2024 Q3	$5.18K	Hold	27	–	–	﹤0.01%	198
2024 Q2	$5.22K	Hold	27	–	–	﹤0.01%	173
2024 Q1	$5.25K	Sell	27 -300	-92%	-$57.9K	﹤0.01%	176
2023 Q4	$61K	Buy	327 +300	+1,111%	+$56.8K	0.03%	91
2023 Q3	$5.4K	Hold	27	–	–	﹤0.01%	148
2023 Q2	$6.74K	Hold	27	–	–	﹤0.01%	133
2023 Q1	$6.87K	Hold	27	–	–	﹤0.01%	148
2022 Q4	$6.25K	Hold	27	–	–	﹤0.01%	130
2022 Q3	$6K	Sell	27 -2	-7%	-$448	﹤0.01%	136
2022 Q2	$6K	Buy	+29	New	+$6.32K	﹤0.01%	137

Other funds holding HSY

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Morton Brown Family Wealth's HSY Position: Q2 2026 in Review

Morton Brown Family Wealth held its Hershey (HSY) position steady in Q2 2026 at 27 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Morton Brown Family Wealth first reported a position in HSY in Q2 2022 and has held it in 17 quarters since. The position peaked at $61K in Q4 2023. 414 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Morton Brown Family Wealth held 27 shares of Hershey worth $4.74K as of Q2 2026.
Morton Brown Family Wealth left its Hershey share count unchanged in Q2 2026.
Hershey made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #231 holding.
Morton Brown Family Wealth first reported a position in Hershey in Q2 2022 and has held it in 17 quarters since.
Morton Brown Family Wealth's Hershey position peaked at $61K in Q4 2023.
414 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.