Rheos Capital Works’s Hershey HSY Stock Holding History

Rheos Capital Works’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	$10.9M	Hold	62,000	–	–	0.62%	63
2026 Q1	$12.9M	Sell	62,000 -62,000	-50%	-$13.1M	0.86%	43
2025 Q4	$22.6M	Sell	124,000 -100,000	-45%	-$18.3M	1.45%	23
2025 Q3	$41.9M	Buy	224,000 +70,000	+45%	+$12.7M	2.34%	13
2025 Q2	$25.6M	Hold	154,000	–	–	1.47%	20
2025 Q1	$26.3M	Hold	154,000	–	–	2.15%	16
2024 Q4	$26.1M	Hold	154,000	–	–	1.45%	21
2024 Q3	$29.5M	Hold	154,000	–	–	1.54%	18
2024 Q2	$28.3M	Buy	154,000 +1,100	+0.7%	+$213K	1.48%	20
2024 Q1	$29.7M	Hold	152,900	–	–	1.42%	18
2023 Q4	$28.5M	Hold	152,900	–	–	1.57%	13
2023 Q3	$30.6M	Buy	152,900 +27,000	+21%	+$6.04M	1.84%	15
2023 Q2	$31.4M	Hold	125,900	–	–	1.69%	20
2023 Q1	$32M	Sell	125,900 -17,000	-12%	-$3.99M	1.78%	15
2022 Q4	$33.1M	Buy	142,900 +25,000	+21%	+$5.76M	1.99%	10
2022 Q3	$26M	Hold	117,900	–	–	1.75%	9
2022 Q2	$25.4M	Hold	117,900	–	–	1.9%	6
2022 Q1	$25.5M	Buy	117,900 +52,900	+81%	+$10.7M	1.23%	18
2021 Q4	$12.6M	Buy	65,000 +35,000	+117%	+$6.34M	0.55%	65
2021 Q3	$5.08M	Buy	+30,000	New	+$5.3M	0.26%	100

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

Rheos Capital Works's HSY Position: Q2 2026 in Review

Rheos Capital Works held its Hershey (HSY) position steady in Q2 2026 at 62,000 shares worth $10.9M. The position accounts for 0.62% of the portfolio, ranked #63.

Rheos Capital Works first reported a position in HSY in Q3 2021 and has held it in 20 quarters since. The position peaked at $41.9M in Q3 2025. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Rheos Capital Works held 62,000 shares of Hershey worth $10.9M as of Q2 2026.
Rheos Capital Works left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.62% of Rheos Capital Works's portfolio in Q2 2026, its #63 holding.
Rheos Capital Works first reported a position in Hershey in Q3 2021 and has held it in 20 quarters since.
Rheos Capital Works's Hershey position peaked at $41.9M in Q3 2025.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.