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New England Capital Financial Advisors’s Hershey HSY Stock Holding History

New England Capital Financial 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 		$20.3K Buy
116
+1
+0.9% +$189 ﹤0.01% 204
2026
Q1 		$23.9K Hold
115
– – 0.01% 178
2025
Q4 		$20.8K Sell
115
-6
-5% -$1.1K 0.01% 188
2025
Q3 		$22.6K Buy
121
+1
+0.8% +$182 0.01% 178
2025
Q2 		$20K Hold
120
– – 0.01% 180
2025
Q1 		$20.4K Buy
120
+1
+0.8% +$164 0.01% 177
2024
Q4 		$20.1K Buy
119
+1
+0.8% +$179 0.01% 178
2024
Q3 		$22.7K Hold
118
– – 0.01% 168
2024
Q2 		$21.6K Buy
118
+1
+0.9% +$193 0.01% 170
2024
Q1 		$22.8K Hold
117
– – 0.01% 163
2023
Q4 		$21.7K Sell
117
-20
-15% -$3.79K 0.01% 162
2023
Q3 		$27.4K Hold
137
– – 0.02% 140
2023
Q2 		$34.1K Buy
137
+1
+0.7% +$262 0.02% 135
2023
Q1 		$34.7K Hold
136
– – 0.02% 144
2022
Q4 		$29.2K Buy
+136
New +$31.4K 0.02% 155

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

New England Capital Financial Advisors's HSY Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Hershey (HSY) stake by 0.87% in Q2 2026, buying an estimated $189 and bringing the position to 116 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

New England Capital Financial Advisors first reported a position in HSY in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.7K in Q1 2023. 521 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • New England Capital Financial Advisors held 116 shares of Hershey worth $20.3K as of Q2 2026.
  • New England Capital Financial Advisors bought 1 Hershey share in Q2 2026, an estimated $189.
  • Hershey made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #204 holding.
  • New England Capital Financial Advisors first reported a position in Hershey in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Hershey position peaked at $34.7K in Q1 2023.
  • 521 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.