Old North State Wealth Management’s Hershey HSY Stock Holding History

Old North State 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	$1.25M	Buy	7,092 +1,785	+34%	+$337K	0.53%	45
2026 Q1	$1.11M	Buy	5,307 +17	+0.3%	+$3.58K	0.51%	47
2025 Q4	$965K	Buy	5,290 +522	+11%	+$95.4K	0.45%	49
2025 Q3	$894K	Buy	4,768 +170	+4%	+$30.9K	0.42%	50
2025 Q2	$765K	Buy	4,598 +727	+19%	+$120K	0.4%	53
2025 Q1	$665K	Buy	3,871 +840	+28%	+$138K	0.37%	53
2024 Q4	$513K	Buy	+3,031	New	+$544K	0.29%	60

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

Old North State Wealth Management's HSY Position: Q2 2026 in Review

Old North State Wealth Management increased its Hershey (HSY) stake by 34% in Q2 2026, buying an estimated $337K and bringing the position to 7,092 shares worth $1.25M. The position accounts for 0.53% of the portfolio, ranked #45.

Old North State Wealth Management first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Old North State Wealth Management held 7,092 shares of Hershey worth $1.25M as of Q2 2026.
Old North State Wealth Management bought 1,785 Hershey shares in Q2 2026, an estimated $337K.
Hershey made up 0.53% of Old North State Wealth Management's portfolio in Q2 2026, its #45 holding.
Old North State Wealth Management first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.