PF
HSY icon

Phoenix Financial’s Hershey HSY Stock Holding History

Phoenix Financial’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 		$633K Buy
3,615
+2,205
+156% +$416K ﹤0.01% 313
2026
Q1 		$293K Buy
1,410
+225
+19% +$47.5K ﹤0.01% 392
2025
Q4 		$216K Buy
+1,185
New +$217K ﹤0.01% 436

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 $3.38T AUM 44.17% 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

Phoenix Financial's HSY Position: Q2 2026 in Review

Phoenix Financial increased its Hershey (HSY) stake by 156% in Q2 2026, buying an estimated $416K and bringing the position to 3,615 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Phoenix Financial first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Phoenix Financial held 3,615 shares of Hershey worth $633K as of Q2 2026.
  • Phoenix Financial bought 2,205 Hershey shares in Q2 2026, an estimated $416K.
  • Hershey made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #313 holding.
  • Phoenix Financial first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.