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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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 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. 242 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.
  • 242 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.