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Richardson Financial Services’s Hershey HSY Stock Holding History

Richardson Financial 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 		$75.1K Buy
428
+46
+12% +$8.68K 0.04% 263
2026
Q1 		$79.4K Buy
382
+101
+36% +$21.3K 0.05% 246
2025
Q4 		$51.1K Buy
281
+32
+13% +$5.85K 0.02% 294
2025
Q3 		$46.6K Buy
+249
New +$45.2K 0.03% 291

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

Richardson Financial Services's HSY Position: Q2 2026 in Review

Richardson Financial Services increased its Hershey (HSY) stake by 12% in Q2 2026, buying an estimated $8.68K and bringing the position to 428 shares worth $75.1K. The position accounts for 0.04% of the portfolio, ranked #263.

Richardson Financial Services first reported a position in HSY in Q3 2025 and has held it in 4 quarters since. The position peaked at $79.4K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Richardson Financial Services held 428 shares of Hershey worth $75.1K as of Q2 2026.
  • Richardson Financial Services bought 46 Hershey shares in Q2 2026, an estimated $8.68K.
  • Hershey made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #263 holding.
  • Richardson Financial Services first reported a position in Hershey in Q3 2025 and has held it in 4 quarters since.
  • Richardson Financial Services's Hershey position peaked at $79.4K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.