Pinnacle Wealth Planning Services’s Hershey HSY Stock Holding History

Pinnacle Wealth Planning Services’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	$55.3K	Buy	315 +3	+1%	+$566	0.01%	1203
2026 Q1	$64.9K	Sell	312 -15	-5%	-$3.16K	0.01%	1048
2025 Q4	$59.5K	Buy	+327	New	+$59.8K	0.01%	1087
2023 Q3	–	Sell	-830	Closed	-$207K	–	469
2023 Q2	$207K	Hold	830	–	–	0.03%	377
2023 Q1	$211K	Buy	+830	New	+$195K	0.04%	375
2021 Q1	–	Sell	-102	Closed	-$15K	–	1068
2020 Q4	$15K	Buy	+102	New	+$15.1K	﹤0.01%	1263

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

Pinnacle Wealth Planning Services's HSY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Hershey (HSY) stake by 0.96% in Q2 2026, buying an estimated $566 and bringing the position to 315 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #1203.

Pinnacle Wealth Planning Services first reported a position in HSY in Q4 2020 and has held it in 6 quarters since. The position peaked at $211K in Q1 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Pinnacle Wealth Planning Services held 315 shares of Hershey worth $55.3K as of Q2 2026.
Pinnacle Wealth Planning Services bought 3 Hershey shares in Q2 2026, an estimated $566.
Hershey made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1203 holding.
Pinnacle Wealth Planning Services first reported a position in Hershey in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Hershey position peaked at $211K in Q1 2023.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.