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Silver Oak Securities’s Hershey HSY Stock Holding History

Silver Oak Securities’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 		$304K Buy
1,730
+4
+0.2% +$754 0.02% 637
2026
Q1 		$359K Buy
1,726
+5
+0.3% +$1.05K 0.03% 538
2025
Q4 		$314K Sell
1,721
-26
-1% -$4.75K 0.02% 613
2025
Q3 		$327K Buy
1,747
+4
+0.2% +$727 0.02% 560
2025
Q2 		$289K Sell
1,743
-56
-3% -$9.23K 0.02% 548
2025
Q1 		$306K Buy
1,799
+12
+0.7% +$1.97K 0.03% 499
2024
Q4 		$301K Sell
1,787
-102
-5% -$18.3K 0.03% 501
2024
Q3 		$365K Buy
1,889
+1,823
+2,762% +$354K 0.04% 388
2024
Q2 		$12.2K Hold
66
– – ﹤0.01% 471
2024
Q1 		$12.9K Sell
66
-5,454
-99% -$1.05M ﹤0.01% 467
2023
Q4 		$1.03M Buy
5,520
+5,513
+78,757% +$1.04M 0.14% 161
2023
Q3 		$1.47K Sell
7
-2,082
-100% -$466K ﹤0.01% 436
2023
Q2 		$522K Buy
+2,089
New +$548K 0.08% 219
2022
Q4 		– Sell
-7
Closed -$1.47K – 375
2022
Q3 		$1.47K Buy
+7
New +$1.57K ﹤0.01% 436

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

Silver Oak Securities's HSY Position: Q2 2026 in Review

Silver Oak Securities increased its Hershey (HSY) stake by 0.23% in Q2 2026, buying an estimated $754 and bringing the position to 1,730 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #637.

Silver Oak Securities first reported a position in HSY in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q4 2023. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Silver Oak Securities held 1,730 shares of Hershey worth $304K as of Q2 2026.
  • Silver Oak Securities bought 4 Hershey shares in Q2 2026, an estimated $754.
  • Hershey made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #637 holding.
  • Silver Oak Securities first reported a position in Hershey in Q3 2022 and has held it in 14 quarters since.
  • Silver Oak Securities's Hershey position peaked at $1.03M in Q4 2023.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.