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MTM Investment Management’s Hershey HSY Stock Holding History

MTM Investment 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 		$374K Buy
2,129
+16
+0.8% +$3.02K 0.11% 158
2026
Q1 		$439K Buy
2,113
+13
+0.6% +$2.74K 0.14% 139
2025
Q4 		$382K Sell
2,100
-753
-26% -$138K 0.12% 147
2025
Q3 		$534K Buy
2,853
+20
+0.7% +$3.63K 0.17% 124
2025
Q2 		$470K Buy
2,833
+596
+27% +$98.2K 0.16% 131
2025
Q1 		$380K Buy
2,237
+870
+64% +$142K 0.15% 141
2024
Q4 		$232K Buy
1,367
+9
+0.7% +$1.61K 0.09% 179
2024
Q3 		$260K Buy
1,358
+50
+4% +$9.72K 0.1% 166
2024
Q2 		$240K Buy
1,308
+9
+0.7% +$1.74K 0.1% 164
2024
Q1 		$253K Buy
+1,299
New +$251K 0.1% 167
2023
Q3 		– Sell
-1,270
Closed -$317K – 259
2023
Q2 		$317K Buy
1,270
+5
+0.4% +$1.31K 0.15% 129
2023
Q1 		$322K Buy
1,265
+55
+5% +$12.9K 0.17% 123
2022
Q4 		$280K Buy
1,210
+5
+0.4% +$1.15K 0.15% 140
2022
Q3 		$266K Buy
1,205
+6
+0.5% +$1.34K 0.15% 140
2022
Q2 		$265K Buy
1,199
+5
+0.4% +$1.09K 0.14% 140
2022
Q1 		$259K Buy
1,194
+5
+0.4% +$1.02K 0.13% 150
2021
Q4 		$230K Buy
1,189
+6
+0.5% +$1.09K 0.11% 169
2021
Q3 		$200K Buy
1,183
+6
+0.5% +$1.06K 0.11% 164
2021
Q2 		$205K Buy
+1,177
New +$198K 0.11% 163

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

MTM Investment Management's HSY Position: Q2 2026 in Review

MTM Investment Management increased its Hershey (HSY) stake by 0.76% in Q2 2026, buying an estimated $3.02K and bringing the position to 2,129 shares worth $374K. The position accounts for 0.11% of the portfolio, ranked #158.

MTM Investment Management first reported a position in HSY in Q2 2021 and has held it in 19 quarters since. The position peaked at $534K in Q3 2025. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • MTM Investment Management held 2,129 shares of Hershey worth $374K as of Q2 2026.
  • MTM Investment Management bought 16 Hershey shares in Q2 2026, an estimated $3.02K.
  • Hershey made up 0.11% of MTM Investment Management's portfolio in Q2 2026, its #158 holding.
  • MTM Investment Management first reported a position in Hershey in Q2 2021 and has held it in 19 quarters since.
  • MTM Investment Management's Hershey position peaked at $534K in Q3 2025.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.