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Ritholtz Wealth Management’s Hershey HSY Stock Holding History

Ritholtz Wealth 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 		$363K Sell
2,068
-73
-3% -$13.8K 0.01% 973
2026
Q1 		$445K Sell
2,141
-73
-3% -$15.4K 0.01% 829
2025
Q4 		$403K Sell
2,214
-434
-16% -$79.3K 0.01% 791
2025
Q3 		$495K Buy
2,648
+463
+21% +$84.1K 0.01% 683
2025
Q2 		$363K Buy
2,185
+219
+11% +$36.1K 0.01% 739
2025
Q1 		$336K Buy
+1,966
New +$322K 0.01% 712
2024
Q4 		– Sell
-3,717
Closed -$713K – 877
2024
Q3 		$713K Sell
3,717
-8
-0.2% -$1.55K 0.02% 465
2024
Q2 		$685K Sell
3,725
-134
-3% -$25.9K 0.02% 439
2024
Q1 		$751K Buy
3,859
+143
+4% +$27.6K 0.03% 432
2023
Q4 		$693K Buy
3,716
+2,528
+213% +$479K 0.03% 413
2023
Q3 		$238K Sell
1,188
-12,460
-91% -$2.79M 0.01% 606
2023
Q2 		$3.41M Buy
13,648
+448
+3% +$118K 0.15% 85
2023
Q1 		$3.36M Buy
13,200
+11,484
+669% +$2.7M 0.17% 77
2022
Q4 		$397K Sell
1,716
-120
-7% -$27.7K 0.02% 406
2022
Q3 		$405K Buy
1,836
+846
+85% +$190K 0.02% 455
2022
Q2 		$213K Buy
990
+36
+4% +$7.84K 0.01% 485
2022
Q1 		$207K Buy
+954
New +$194K 0.01% 504

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

Ritholtz Wealth Management's HSY Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Hershey (HSY) stake by 3.4% in Q2 2026, selling an estimated $13.8K and leaving 2,068 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #973.

Ritholtz Wealth Management first reported a position in HSY in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.41M in Q2 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Ritholtz Wealth Management held 2,068 shares of Hershey worth $363K as of Q2 2026.
  • Ritholtz Wealth Management sold 73 Hershey shares in Q2 2026, an estimated $13.8K.
  • Hershey made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #973 holding.
  • Ritholtz Wealth Management first reported a position in Hershey in Q1 2022 and has held it in 17 quarters since.
  • Ritholtz Wealth Management's Hershey position peaked at $3.41M in Q2 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.