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Mutual Advisors’s Hershey HSY Stock Holding History

Mutual Advisors’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 		$412K Sell
2,346
-604
-20% -$114K 0.01% 1039
2026
Q1 		$613K Buy
2,950
+822
+39% +$173K 0.01% 784
2025
Q4 		$387K Buy
2,128
+99
+5% +$18.1K 0.01% 995
2025
Q3 		$368K Sell
2,029
-273
-12% -$49.6K 0.01% 985
2025
Q2 		$431K Sell
2,302
-781
-25% -$129K 0.01% 851
2025
Q1 		$503K Buy
3,083
+253
+9% +$41.4K 0.01% 708
2024
Q4 		$436K Sell
2,830
-26
-0.9% -$4.66K 0.01% 751
2024
Q3 		$520K Buy
2,856
+192
+7% +$37.3K 0.02% 684
2024
Q2 		$513K Sell
2,664
-6,972
-72% -$1.35M 0.02% 684
2024
Q1 		$1.87M Buy
9,636
+806
+9% +$155K 0.06% 292
2023
Q4 		$1.65M Buy
8,830
+6,743
+323% +$1.28M 0.06% 319
2023
Q3 		$418K Sell
2,087
-175
-8% -$39.2K 0.02% 672
2023
Q2 		$565K Sell
2,262
-31
-1% -$8.13K 0.02% 601
2023
Q1 		$583K Buy
2,293
+59
+3% +$13.9K 0.02% 576
2022
Q4 		$517K Buy
2,234
+114
+5% +$26.3K 0.02% 579
2022
Q3 		$467K Buy
2,120
+151
+8% +$33.8K 0.02% 577
2022
Q2 		$424K Buy
1,969
+14
+0.7% +$3.05K 0.03% 586
2022
Q1 		$423K Buy
1,955
+33
+2% +$6.7K 0.02% 622
2021
Q4 		$372K Hold
1,922
– – 0.02% 668
2021
Q3 		$325K Sell
1,922
-107
-5% -$18.9K 0.02% 691
2021
Q2 		$353K Buy
2,029
+42
+2% +$7.07K 0.02% 639
2021
Q1 		$314K Sell
1,987
-81
-4% -$12.2K 0.02% 621
2020
Q4 		$315K Sell
2,068
-4
-0.2% -$592 0.02% 592
2020
Q3 		$297K Buy
2,072
+121
+6% +$17.2K 0.03% 545
2020
Q2 		$253K Buy
1,951
+253
+15% +$34K 0.02% 542
2020
Q1 		$225K Sell
1,698
-8
-0.5% -$1.18K 0.03% 469
2019
Q4 		$251K Buy
+1,706
New +$253K 0.03% 508

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

Mutual Advisors's HSY Position: Q2 2026 in Review

Mutual Advisors reduced its Hershey (HSY) stake by 20% in Q2 2026, selling an estimated $114K and leaving 2,346 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #1039.

Mutual Advisors first reported a position in HSY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.87M in Q1 2024. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Mutual Advisors held 2,346 shares of Hershey worth $412K as of Q2 2026.
  • Mutual Advisors sold 604 Hershey shares in Q2 2026, an estimated $114K.
  • Hershey made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1039 holding.
  • Mutual Advisors first reported a position in Hershey in Q4 2019 and has held it in 27 quarters since.
  • Mutual Advisors's Hershey position peaked at $1.87M in Q1 2024.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.