OC
HSY icon

Owlhouse Capital’s Hershey HSY Stock Holding History

Owlhouse Capital’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 		$2.4M Sell
13,700
-19,100
-58% -$3.6M 3.69% 12
2026
Q1 		$6.82M Buy
32,800
+24,300
+286% +$5.12M 9.06% 2
2025
Q4 		$1.55M Buy
+8,500
New +$1.55M 1.71% 18

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 $3.37T AUM 44.26% 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

Owlhouse Capital's HSY Position: Q2 2026 in Review

Owlhouse Capital reduced its Hershey (HSY) stake by 58% in Q2 2026, selling an estimated $3.6M and leaving 13,700 shares worth $2.4M. The position accounts for 3.69% of the portfolio, ranked #12.

Owlhouse Capital first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.82M in Q1 2026. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Owlhouse Capital held 13,700 shares of Hershey worth $2.4M as of Q2 2026.
  • Owlhouse Capital sold 19,100 Hershey shares in Q2 2026, an estimated $3.6M.
  • Hershey made up 3.69% of Owlhouse Capital's portfolio in Q2 2026, its #12 holding.
  • Owlhouse Capital first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Owlhouse Capital's Hershey position peaked at $6.82M in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Owlhouse Capital's 13F filing for Q2 2026, filed 14 Aug 2026.