Northcape Wealth Management
HSY icon

Northcape Wealth Management’s Hershey HSY Stock Holding History

Northcape Wealth 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
Q3 		$211K Hold
1,337
– – 0.06% 138
2026
Q2 		$235K Hold
1,337
– – 0.06% 136
2026
Q1 		$278K Hold
1,337
– – 0.08% 125
2025
Q4 		$243K Hold
1,337
– – 0.07% 132
2025
Q3 		$250K Sell
1,337
-300
-18% -$54.5K 0.07% 129
2025
Q2 		$272K Hold
1,637
– – 0.08% 123
2025
Q1 		$280K Buy
1,637
+330
+25% +$54K 0.09% 123
2024
Q4 		$221K Buy
+1,307
New +$234K 0.07% 129
2024
Q3 		– Sell
-1,328
Closed -$244K – 132
2024
Q2 		$244K Sell
1,328
-41
-3% -$7.93K 0.09% 126
2024
Q1 		$266K Sell
1,369
-84
-6% -$16.2K 0.1% 118
2023
Q4 		$271K Sell
1,453
-28
-2% -$5.31K 0.1% 123
2023
Q3 		$296K Sell
1,481
-1,045
-41% -$234K 0.11% 121
2023
Q2 		$631K Buy
2,526
+1,676
+197% +$440K 0.23% 88
2023
Q1 		$216K Buy
+850
New +$200K 0.08% 142
2022
Q4 		– Sell
-1,909
Closed -$421K – 98
2022
Q3 		$421K Buy
+1,909
New +$428K 0.15% 98
2022
Q2 		– Sell
-1,895
Closed -$410K – 131
2022
Q1 		$410K Buy
+1,895
New +$385K 0.12% 108

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Northcape Wealth Management's HSY Position: Q3 2026 in Review

Northcape Wealth Management held its Hershey (HSY) position steady in Q3 2026 at 1,337 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #138.

Northcape Wealth Management first reported a position in HSY in Q1 2022 and has held it in 16 quarters since. The position peaked at $631K in Q2 2023. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Northcape Wealth Management held 1,337 shares of Hershey worth $211K as of Q3 2026.
  • Northcape Wealth Management left its Hershey share count unchanged in Q3 2026.
  • Hershey made up 0.06% of Northcape Wealth Management's portfolio in Q3 2026, its #138 holding.
  • Northcape Wealth Management first reported a position in Hershey in Q1 2022 and has held it in 16 quarters since.
  • Northcape Wealth Management's Hershey position peaked at $631K in Q2 2023.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Northcape Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.