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Sagewood Asset Management’s Hershey HSY Stock Holding History

Sagewood Asset 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 		$3.03M Sell
17,281
-761
-4% -$144K 0.69% 23
2026
Q1 		$3.75M Buy
18,042
+145
+0.8% +$30.6K 1.17% 15
2025
Q4 		$3.26M Buy
+17,897
New +$3.27M 1.16% 15

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

Sagewood Asset Management's HSY Position: Q2 2026 in Review

Sagewood Asset Management reduced its Hershey (HSY) stake by 4.2% in Q2 2026, selling an estimated $144K and leaving 17,281 shares worth $3.03M. The position accounts for 0.69% of the portfolio, ranked #23.

Sagewood Asset Management first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.75M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Sagewood Asset Management held 17,281 shares of Hershey worth $3.03M as of Q2 2026.
  • Sagewood Asset Management sold 761 Hershey shares in Q2 2026, an estimated $144K.
  • Hershey made up 0.69% of Sagewood Asset Management's portfolio in Q2 2026, its #23 holding.
  • Sagewood Asset Management first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Hershey position peaked at $3.75M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.