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Retirement Guys Formula’s Hershey HSY Stock Holding History

Retirement Guys Formula’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 		$1.2M Buy
6,846
+718
+12% +$135K 0.45% 88
2026
Q1 		$1.27M Sell
6,128
-740
-11% -$156K 0.59% 76
2025
Q4 		$1.25M Sell
6,868
-66
-1% -$12.1K 0.57% 69
2025
Q3 		$1.3M Buy
6,934
+73
+1% +$13.3K 0.46% 65
2025
Q2 		$1.14M Buy
6,861
+797
+13% +$131K 0.43% 82
2025
Q1 		$1.04M Buy
6,064
+1,994
+49% +$326K 0.52% 78
2024
Q4 		$689K Buy
4,070
+338
+9% +$60.6K 0.35% 88
2024
Q3 		$716K Buy
3,732
+321
+9% +$62.4K 0.33% 87
2024
Q2 		$627K Buy
3,411
+199
+6% +$38.5K 0.3% 94
2024
Q1 		$625K Buy
+3,212
New +$620K 0.3% 89

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

Retirement Guys Formula's HSY Position: Q2 2026 in Review

Retirement Guys Formula increased its Hershey (HSY) stake by 12% in Q2 2026, buying an estimated $135K and bringing the position to 6,846 shares worth $1.2M. The position accounts for 0.45% of the portfolio, ranked #88.

Retirement Guys Formula first reported a position in HSY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q3 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Retirement Guys Formula held 6,846 shares of Hershey worth $1.2M as of Q2 2026.
  • Retirement Guys Formula bought 718 Hershey shares in Q2 2026, an estimated $135K.
  • Hershey made up 0.45% of Retirement Guys Formula's portfolio in Q2 2026, its #88 holding.
  • Retirement Guys Formula first reported a position in Hershey in Q1 2024 and has held it in 10 quarters since.
  • Retirement Guys Formula's Hershey position peaked at $1.3M in Q3 2025.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.