Rossmore Private Capital’s Hershey HSY Stock Holding History

Rossmore Private Capital’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	$263K	Hold	1,501	–	–	0.02%	272
2026 Q1	$312K	Hold	1,501	–	–	0.03%	245
2025 Q4	$273K	Hold	1,501	–	–	0.02%	255
2025 Q3	$281K	Hold	1,501	–	–	0.03%	231
2025 Q2	$249K	Hold	1,501	–	–	0.03%	234
2025 Q1	$257K	Hold	1,501	–	–	0.03%	223
2024 Q4	$254K	Hold	1,501	–	–	0.03%	216
2024 Q3	$288K	Hold	1,501	–	–	0.04%	210
2024 Q2	$276K	Hold	1,501	–	–	0.04%	206
2024 Q1	$292K	Hold	1,501	–	–	0.04%	206
2023 Q4	$280K	Hold	1,501	–	–	0.04%	204
2023 Q3	$300K	Hold	1,501	–	–	0.05%	190
2023 Q2	$375K	Hold	1,501	–	–	0.06%	178
2023 Q1	$382K	Hold	1,501	–	–	0.06%	172
2022 Q4	$348K	Hold	1,501	–	–	0.06%	177
2022 Q3	$331K	Hold	1,501	–	–	0.06%	178
2022 Q2	$323K	Buy	1,501 +208	+16%	+$45.3K	0.06%	180
2022 Q1	$280K	Buy	1,293 +6	+0.5%	+$1.22K	0.04%	197
2021 Q4	$249K	Buy	1,287 +6	+0.5%	+$1.09K	0.04%	208
2021 Q3	$217K	Buy	1,281 +6	+0.5%	+$1.06K	0.04%	215
2021 Q2	$222K	Buy	1,275 +6	+0.5%	+$1.01K	0.04%	213
2021 Q1	$201K	Buy	+1,269	New	+$191K	0.04%	208

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

Rossmore Private Capital's HSY Position: Q2 2026 in Review

Rossmore Private Capital held its Hershey (HSY) position steady in Q2 2026 at 1,501 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #272.

Rossmore Private Capital first reported a position in HSY in Q1 2021 and has held it in 22 quarters since. The position peaked at $382K in Q1 2023. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Rossmore Private Capital held 1,501 shares of Hershey worth $263K as of Q2 2026.
Rossmore Private Capital left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.02% of Rossmore Private Capital's portfolio in Q2 2026, its #272 holding.
Rossmore Private Capital first reported a position in Hershey in Q1 2021 and has held it in 22 quarters since.
Rossmore Private Capital's Hershey position peaked at $382K in Q1 2023.
1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.