Pathstone Holdings
HSY icon

Pathstone Holdings’s Hershey HSY Stock Holding History

Pathstone Holdings’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 		$6.46M Buy
36,685
+6,432
+21% +$1.21M 0.02% 553
2026
Q1 		$6.29M Sell
30,253
-2,151
-7% -$454K 0.03% 487
2025
Q4 		$5.9M Sell
32,404
-318
-1% -$58.1K 0.02% 509
2025
Q3 		$6.12M Buy
32,722
+3,040
+10% +$552K 0.02% 504
2025
Q2 		$4.93M Buy
29,682
+2,274
+8% +$375K 0.02% 547
2025
Q1 		$4.69M Buy
27,408
+7,077
+35% +$1.16M 0.02% 583
2024
Q4 		$3.44M Sell
20,331
-3,891
-16% -$698K 0.02% 697
2024
Q3 		$4.65M Buy
24,222
+3,311
+16% +$644K 0.02% 577
2024
Q2 		$3.84M Buy
20,911
+1,430
+7% +$277K 0.02% 623
2024
Q1 		$3.79M Sell
19,481
-118
-0.6% -$22.8K 0.02% 621
2023
Q4 		$3.65M Buy
+19,599
New +$3.71M 0.02% 523

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

Pathstone Holdings's HSY Position: Q2 2026 in Review

Pathstone Holdings increased its Hershey (HSY) stake by 21% in Q2 2026, buying an estimated $1.21M and bringing the position to 36,685 shares worth $6.46M. The position accounts for 0.02% of the portfolio, ranked #553.

Pathstone Holdings first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Pathstone Holdings held 36,685 shares of Hershey worth $6.46M as of Q2 2026.
  • Pathstone Holdings bought 6,432 Hershey shares in Q2 2026, an estimated $1.21M.
  • Hershey made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #553 holding.
  • Pathstone Holdings first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.