RIA
HSY icon

Regal Investment Advisors’s Hershey HSY Stock Holding History

Regal Investment Advisors’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
-1,245
Closed -$259K – 667
2026
Q1 		$259K Buy
+1,245
New +$263K 0.01% 565
2015
Q4 		– Sell
-125
Closed -$11K – 539
2015
Q3 		$11K Buy
125
+10
+9% +$911 ﹤0.01% 672
2015
Q2 		$10K Sell
115
-435
-79% -$41K ﹤0.01% 656
2015
Q1 		$56K Buy
550
+50
+10% +$5.22K 0.01% 410
2014
Q4 		$52K Hold
500
– – 0.01% 389
2014
Q3 		$48K Hold
500
– – 0.01% 419
2014
Q2 		$49K Hold
500
– – 0.02% 391
2014
Q1 		$52K Buy
+500
New +$51.1K 0.02% 340
2013
Q4 		– Sell
-173
Closed -$16K – 889
2013
Q3 		$16K Sell
173
-200
-54% -$18.6K 0.01% 514
2013
Q2 		$33K Buy
+373
New +$33K 0.02% 356

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

Regal Investment Advisors's HSY Position: Q2 2026 in Review

Regal Investment Advisors sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,245 shares — an estimated $259K sold.

Regal Investment Advisors first reported a position in HSY in Q2 2013 and held it in 10 quarters. The position peaked at $259K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Regal Investment Advisors reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 1,245 Hershey shares in Q2 2026, an estimated $259K.
  • Regal Investment Advisors first reported a position in Hershey in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Hershey position peaked at $259K in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.