Orion Investment Company’s Hershey HSY Stock Holding History

Orion Investment Company’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	$6.86M	Buy	39,074 +90	+0.2%	+$17K	2%	17
2026 Q1	$8.1M	Buy	38,984 +593	+2%	+$125K	2.57%	11
2025 Q4	$6.99M	Buy	38,391 +35	+0.1%	+$6.4K	2.13%	14
2025 Q3	$7.17M	Buy	38,356 +716	+2%	+$130K	2.28%	14
2025 Q2	$6.25M	Sell	37,640 -737	-2%	-$121K	2.21%	14
2025 Q1	$6.56M	Buy	38,377 +4,360	+13%	+$714K	2.68%	12
2024 Q4	$5.76M	Sell	34,017 -49	-0.1%	-$8.79K	2.3%	15
2024 Q3	$6.53M	Buy	34,066 +708	+2%	+$138K	2.54%	13
2024 Q2	$6.13M	Buy	+33,358	New	+$6.45M	2.44%	13

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 $3.38T AUM 44.17% 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

Orion Investment Company's HSY Position: Q2 2026 in Review

Orion Investment Company increased its Hershey (HSY) stake by 0.23% in Q2 2026, buying an estimated $17K and bringing the position to 39,074 shares worth $6.86M. The position accounts for 2% of the portfolio, ranked #17.

Orion Investment Company first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.1M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Orion Investment Company held 39,074 shares of Hershey worth $6.86M as of Q2 2026.
Orion Investment Company bought 90 Hershey shares in Q2 2026, an estimated $17K.
Hershey made up 2% of Orion Investment Company's portfolio in Q2 2026, its #17 holding.
Orion Investment Company first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
Orion Investment Company's Hershey position peaked at $8.1M in Q1 2026.
1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.