PDS Planning’s Hershey HSY Stock Holding History

PDS Planning’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	–	Sell	-1,074	Closed	-$223K	–	616
2026 Q1	$223K	Buy	+1,074	New	+$227K	0.01%	487

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

PDS Planning's HSY Position: Q2 2026 in Review

PDS Planning sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,074 shares — an estimated $223K sold.

PDS Planning first reported a position in HSY in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

PDS Planning reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
PDS Planning sold 1,074 Hershey shares in Q2 2026, an estimated $223K.
PDS Planning first reported a position in Hershey in Q1 2026 and held it in 1 quarter.
PDS Planning's Hershey position peaked at $223K in Q1 2026.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.