NFJ Investment Group’s Hershey HSY Stock Holding History

NFJ Investment Group’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	$82.3M	Buy	468,818 +299,347	+177%	+$56.5M	2.78%	7
2026 Q1	$35.2M	Buy	+169,471	New	+$35.7M	1.33%	22
2024 Q3	–	Sell	-6,423	Closed	-$1.18M	–	281
2024 Q2	$1.18M	Sell	6,423 -79	-1%	-$15.3K	0.04%	220
2024 Q1	$1.26M	Sell	6,502 -229	-3%	-$44.2K	0.03%	212
2023 Q4	$1.25M	Sell	6,731 -687	-9%	-$130K	0.03%	200
2023 Q3	$1.48M	Buy	+7,418	New	+$1.66M	0.04%	188
2022 Q2	–	Sell	-23	Closed	-$5K	–	328
2022 Q1	$5K	Sell	23 -59,181	-100%	-$12M	﹤0.01%	327
2021 Q4	$11.5M	Sell	59,204 -5,255	-8%	-$952K	0.21%	155
2021 Q3	$10.9M	Sell	64,459 -8,878	-12%	-$1.57M	0.21%	149
2021 Q2	$12.8M	Sell	73,337 -12,123	-14%	-$2.04M	0.24%	134
2021 Q1	$13.5M	Buy	+85,460	New	+$12.9M	0.27%	118

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NFJ Investment Group's HSY Position: Q2 2026 in Review

NFJ Investment Group increased its Hershey (HSY) stake by 177% in Q2 2026, buying an estimated $56.5M and bringing the position to 468,818 shares worth $82.3M. The position accounts for 2.78% of the portfolio, ranked #7.

NFJ Investment Group first reported a position in HSY in Q1 2021 and has held it in 11 quarters since. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

NFJ Investment Group held 468,818 shares of Hershey worth $82.3M as of Q2 2026.
NFJ Investment Group bought 299,347 Hershey shares in Q2 2026, an estimated $56.5M.
Hershey made up 2.78% of NFJ Investment Group's portfolio in Q2 2026, its #7 holding.
NFJ Investment Group first reported a position in Hershey in Q1 2021 and has held it in 11 quarters since.
1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.