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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
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

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

Northcape Wealth Management's HSY Position: Q2 2026 in Review

Northcape Wealth Management held its Hershey (HSY) position steady in Q2 2026 at 1,337 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #136.

Northcape Wealth Management first reported a position in HSY in Q1 2022 and has held it in 15 quarters since. The position peaked at $631K in Q2 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Northcape Wealth Management held 1,337 shares of Hershey worth $235K as of Q2 2026.
  • Northcape Wealth Management left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.06% of Northcape Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Northcape Wealth Management first reported a position in Hershey in Q1 2022 and has held it in 15 quarters since.
  • Northcape Wealth Management's Hershey position peaked at $631K in Q2 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.