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HSY icon

NewEdge Advisors’s Hershey HSY Stock Holding History

NewEdge 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 		$3.22M Sell
18,367
-6,357
-26% -$1.2M 0.01% 973
2026
Q1 		$5.14M Sell
24,724
-186
-0.7% -$39.2K 0.02% 677
2025
Q4 		$4.53M Sell
24,910
-1,009
-4% -$184K 0.02% 696
2025
Q3 		$4.85M Buy
25,919
+18,195
+236% +$3.31M 0.02% 642
2025
Q2 		$1.28M Sell
7,724
-1,087
-12% -$179K 0.01% 1151
2025
Q1 		$1.51M Buy
8,811
+2,569
+41% +$421K 0.01% 985
2024
Q4 		$1.06M Buy
6,242
+331
+6% +$59.4K 0.01% 1130
2024
Q3 		$1.13M Sell
5,911
-604
-9% -$117K 0.01% 1046
2024
Q2 		$1.2M Sell
6,515
-6,032
-48% -$1.17M 0.01% 984
2024
Q1 		$2.44M Sell
12,547
-5,332
-30% -$1.03M 0.02% 620
2023
Q4 		$3.36M Sell
17,879
-123,604
-87% -$23.4M 0.03% 471
2023
Q3 		$28.3M Buy
141,483
+3,100
+2% +$694K 0.31% 82
2023
Q2 		$34.6M Sell
138,383
-8,136
-6% -$2.13M 0.39% 64
2023
Q1 		$37.3M Buy
146,519
+8,105
+6% +$1.9M 0.47% 49
2022
Q4 		$5.5M Buy
138,414
+14,884
+12% +$3.43M 0.15% 145
2022
Q3 		$27.2M Buy
123,530
+105,500
+585% +$23.6M 0.45% 54
2022
Q2 		$3.88M Sell
18,030
-5,356
-23% -$1.17M 0.06% 285
2022
Q1 		$5.07M Buy
23,386
+20,561
+728% +$4.18M 0.08% 240
2021
Q4 		$546K Buy
+2,825
New +$512K 0.01% 1033
2020
Q2 		– Sell
-6,288
Closed -$833K – 901
2020
Q1 		$833K Sell
6,288
-2,974
-32% -$439K 0.04% 349
2019
Q4 		$1.36M Buy
9,262
+2,783
+43% +$413K 0.05% 302
2019
Q3 		$996K Buy
+6,479
New +$978K 0.04% 343
2017
Q3 		– Sell
-619
Closed -$65K – 695
2017
Q2 		$65K Buy
+619
New +$68.3K 0.01% 490

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

NewEdge Advisors's HSY Position: Q2 2026 in Review

NewEdge Advisors reduced its Hershey (HSY) stake by 26% in Q2 2026, selling an estimated $1.2M and leaving 18,367 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #973.

NewEdge Advisors first reported a position in HSY in Q2 2017 and has held it in 23 quarters since. The position peaked at $37.3M in Q1 2023. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • NewEdge Advisors held 18,367 shares of Hershey worth $3.22M as of Q2 2026.
  • NewEdge Advisors sold 6,357 Hershey shares in Q2 2026, an estimated $1.2M.
  • Hershey made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #973 holding.
  • NewEdge Advisors first reported a position in Hershey in Q2 2017 and has held it in 23 quarters since.
  • NewEdge Advisors's Hershey position peaked at $37.3M in Q1 2023.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.