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Sheets Smith Wealth Management’s Hershey HSY Stock Holding History

Sheets Smith 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 		$376K Buy
2,145
+1
+0% +$189 0.04% 326
2026
Q1 		$446K Sell
2,144
-117
-5% -$24.7K 0.05% 306
2025
Q4 		$411K Sell
2,261
-169
-7% -$30.9K 0.05% 303
2025
Q3 		$455K Sell
2,430
-188
-7% -$34.2K 0.05% 291
2025
Q2 		$434K Sell
2,618
-29
-1% -$4.78K 0.05% 300
2025
Q1 		$453K Buy
2,647
+10
+0.4% +$1.64K 0.06% 262
2024
Q4 		$447K Buy
2,637
+23
+0.9% +$4.13K 0.05% 275
2024
Q3 		$501K Buy
2,614
+597
+30% +$116K 0.06% 253
2024
Q2 		$371K Buy
+2,017
New +$390K 0.04% 289

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

Sheets Smith Wealth Management's HSY Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Hershey (HSY) stake by 0.05% in Q2 2026, buying an estimated $189 and bringing the position to 2,145 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #326.

Sheets Smith Wealth Management first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $501K in Q3 2024. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Sheets Smith Wealth Management held 2,145 shares of Hershey worth $376K as of Q2 2026.
  • Sheets Smith Wealth Management bought 1 Hershey share in Q2 2026, an estimated $189.
  • Hershey made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #326 holding.
  • Sheets Smith Wealth Management first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
  • Sheets Smith Wealth Management's Hershey position peaked at $501K in Q3 2024.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.