Novare Capital Management’s Hershey HSY Stock Holding History

Novare Capital 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	$245K	Hold	1,395	–	–	0.02%	194
2026 Q1	$290K	Hold	1,395	–	–	0.02%	164
2025 Q4	$254K	Hold	1,395	–	–	0.02%	175
2025 Q3	$261K	Hold	1,395	–	–	0.02%	176
2025 Q2	$232K	Hold	1,395	–	–	0.02%	188
2025 Q1	$239K	Buy	+1,395	New	+$228K	0.02%	177
2024 Q4	–	Sell	-1,160	Closed	-$222K	–	194
2024 Q3	$222K	Hold	1,160	–	–	0.02%	181
2024 Q2	$213K	Buy	+1,160	New	+$224K	0.02%	179

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

Novare Capital Management's HSY Position: Q2 2026 in Review

Novare Capital Management held its Hershey (HSY) position steady in Q2 2026 at 1,395 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #194.

Novare Capital Management first reported a position in HSY in Q2 2024 and has held it in 8 quarters since. The position peaked at $290K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Novare Capital Management held 1,395 shares of Hershey worth $245K as of Q2 2026.
Novare Capital Management left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.02% of Novare Capital Management's portfolio in Q2 2026, its #194 holding.
Novare Capital Management first reported a position in Hershey in Q2 2024 and has held it in 8 quarters since.
Novare Capital Management's Hershey position peaked at $290K in Q1 2026.
1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.