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Roundview Capital’s Hershey HSY Stock Holding History

Roundview 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 		$566K Sell
3,228
-75
-2% -$14.1K 0.03% 259
2026
Q1 		$687K Sell
3,303
-23
-0.7% -$4.85K 0.04% 240
2025
Q4 		$605K Sell
3,326
-291
-8% -$53.2K 0.04% 237
2025
Q3 		$677K Sell
3,617
-134
-4% -$24.4K 0.04% 242
2025
Q2 		$622K Sell
3,751
-1,720
-31% -$284K 0.04% 249
2025
Q1 		$936K Sell
5,471
-853
-13% -$140K 0.07% 204
2024
Q4 		$1.07M Sell
6,324
-2,480
-28% -$445K 0.07% 208
2024
Q3 		$1.69M Sell
8,804
-1,033
-11% -$201K 0.12% 158
2024
Q2 		$1.81M Buy
9,837
+1,389
+16% +$269K 0.14% 141
2024
Q1 		$1.64M Buy
8,448
+2,767
+49% +$534K 0.13% 151
2023
Q4 		$1.06M Sell
5,681
-2,402
-30% -$455K 0.1% 187
2023
Q3 		$1.62M Buy
8,083
+514
+7% +$115K 0.16% 134
2023
Q2 		$1.89M Hold
7,569
– – 0.18% 125
2023
Q1 		$1.93M Buy
7,569
+45
+0.6% +$10.6K 0.2% 122
2022
Q4 		$1.74M Hold
7,524
– – 0.2% 127
2022
Q3 		$1.66M Sell
7,524
-50
-0.7% -$11.2K 0.21% 119
2022
Q2 		$1.63M Hold
7,574
– – 0.2% 127
2022
Q1 		$1.64M Hold
7,574
– – 0.17% 135
2021
Q4 		$1.47M Hold
7,574
– – 0.15% 155
2021
Q3 		$1.28M Buy
7,574
+423
+6% +$74.7K 0.14% 152
2021
Q2 		$1.25M Buy
7,151
+61
+0.9% +$10.3K 0.14% 160
2021
Q1 		$1.12M Buy
7,090
+1,400
+25% +$211K 0.14% 153
2020
Q4 		$867K Hold
5,690
– – 0.12% 166
2020
Q3 		$816K Hold
5,690
– – 0.13% 150
2020
Q2 		$738K Sell
5,690
-120
-2% -$16.1K 0.13% 163
2020
Q1 		$770K Sell
5,810
-100
-2% -$14.8K 0.16% 148
2019
Q4 		$869K Hold
5,910
– – 0.17% 150
2019
Q3 		$916K Hold
5,910
– – 0.2% 137
2019
Q2 		$792K Buy
+5,910
New +$751K 0.18% 141

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

Roundview Capital's HSY Position: Q2 2026 in Review

Roundview Capital reduced its Hershey (HSY) stake by 2.3% in Q2 2026, selling an estimated $14.1K and leaving 3,228 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #259.

Roundview Capital first reported a position in HSY in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.93M in Q1 2023. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Roundview Capital held 3,228 shares of Hershey worth $566K as of Q2 2026.
  • Roundview Capital sold 75 Hershey shares in Q2 2026, an estimated $14.1K.
  • Hershey made up 0.03% of Roundview Capital's portfolio in Q2 2026, its #259 holding.
  • Roundview Capital first reported a position in Hershey in Q2 2019 and has held it in 29 quarters since.
  • Roundview Capital's Hershey position peaked at $1.93M in Q1 2023.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.