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Plato Investment Management’s Hershey HSY Stock Holding History

Plato Investment Management’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 		$1.65M Sell
9,457
-1,211
-11% -$228K 0.09% 203
2026
Q1 		$2.22M Buy
10,668
+2,755
+35% +$581K 0.15% 145
2025
Q4 		$1.45M Hold
7,913
– – 0.09% 211
2025
Q3 		$1.47M Buy
7,913
+30
+0.4% +$5.45K 0.1% 206
2025
Q2 		$1.3M Buy
7,883
+2
+0% +$330 0.1% 215
2025
Q1 		$1.36M Hold
7,881
– – 0.11% 195
2024
Q4 		$1.34M Hold
7,881
– – 0.1% 214
2024
Q3 		$1.51M Hold
7,881
– – 0.12% 185
2024
Q2 		$1.45M Buy
7,881
+258
+3% +$49.9K 0.14% 161
2024
Q1 		$1.48M Buy
7,623
+7,145
+1,495% +$1.38M 0.15% 159
2023
Q4 		$89.1K Buy
+478
New +$90.6K 0.11% 168

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

Plato Investment Management's HSY Position: Q2 2026 in Review

Plato Investment Management reduced its Hershey (HSY) stake by 11% in Q2 2026, selling an estimated $228K and leaving 9,457 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #203.

Plato Investment Management first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.22M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Plato Investment Management held 9,457 shares of Hershey worth $1.65M as of Q2 2026.
  • Plato Investment Management sold 1,211 Hershey shares in Q2 2026, an estimated $228K.
  • Hershey made up 0.09% of Plato Investment Management's portfolio in Q2 2026, its #203 holding.
  • Plato Investment Management first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Hershey position peaked at $2.22M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.