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Northwest & Ethical Investments’s Hershey HSY Stock Holding History

Northwest & Ethical Investments’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 		$2.01M Sell
11,428
-9,055
-44% -$1.71M 0.05% 212
2026
Q1 		$4.26M Buy
20,483
+2,200
+12% +$464K 0.1% 185
2025
Q4 		$3.33M Buy
18,283
+1,513
+9% +$277K 0.07% 223
2025
Q3 		$3.14M Hold
16,770
– – 0.07% 228
2025
Q2 		$2.78M Buy
+16,770
New +$2.76M 0.07% 228
2024
Q1 		– Sell
-2,782
Closed -$519K – 499
2023
Q4 		$519K Hold
2,782
– – 0.02% 310
2023
Q3 		$557K Buy
2,782
+529
+23% +$118K 0.02% 316
2023
Q2 		$563K Buy
+2,253
New +$591K 0.02% 322
2022
Q2 		– Sell
-7,204
Closed -$1.56M – 426
2022
Q1 		$1.56M Buy
+7,204
New +$1.46M 0.05% 269
2020
Q3 		– Sell
-17,109
Closed -$2.22M – 409
2020
Q2 		$2.22M Sell
17,109
-1,097
-6% -$147K 0.11% 227
2020
Q1 		$2.41M Buy
18,206
+453
+3% +$66.8K 0.14% 186
2019
Q4 		$2.61M Buy
+17,753
New +$2.63M 0.12% 224
2019
Q3 		– Sell
-19,346
Closed -$2.59M – 373
2019
Q2 		$2.59M Sell
19,346
-16,551
-46% -$2.1M 0.13% 216
2019
Q1 		$4.12M Buy
35,897
+2,497
+7% +$272K 0.21% 148
2018
Q4 		$3.58M Buy
33,400
+9,600
+40% +$1.02M 0.21% 143
2018
Q3 		$2.43M Buy
23,800
+1,100
+5% +$109K 0.15% 198
2018
Q2 		$2.11M Buy
+22,700
New +$2.12M 0.14% 208
2018
Q1 		– Sell
-17,600
Closed -$2M – 359
2017
Q4 		$2M Hold
17,600
– – 0.13% 220
2017
Q3 		$1.92M Buy
17,600
+500
+3% +$53.3K 0.12% 220
2017
Q2 		$1.84M Sell
17,100
-5,900
-26% -$651K 0.12% 207
2017
Q1 		$2.51M Buy
+23,000
New +$2.47M 0.17% 159

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 $3.38T AUM 44.17% 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

Northwest & Ethical Investments's HSY Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Hershey (HSY) stake by 44% in Q2 2026, selling an estimated $1.71M and leaving 11,428 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #212.

Northwest & Ethical Investments first reported a position in HSY in Q1 2017 and has held it in 21 quarters since. The position peaked at $4.26M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Northwest & Ethical Investments held 11,428 shares of Hershey worth $2.01M as of Q2 2026.
  • Northwest & Ethical Investments sold 9,055 Hershey shares in Q2 2026, an estimated $1.71M.
  • Hershey made up 0.05% of Northwest & Ethical Investments's portfolio in Q2 2026, its #212 holding.
  • Northwest & Ethical Investments first reported a position in Hershey in Q1 2017 and has held it in 21 quarters since.
  • Northwest & Ethical Investments's Hershey position peaked at $4.26M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.