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Stone House Investment Management’s Hershey HSY Stock Holding History

Stone House Investment 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 		$27.1K Buy
155
+73
+89% +$13.8K ﹤0.01% 291
2026
Q1 		$17K Buy
82
+25
+44% +$5.27K ﹤0.01% 292
2025
Q4 		$10.4K Buy
57
+16
+39% +$2.92K ﹤0.01% 320
2025
Q3 		$7.67K Buy
41
+2
+5% +$363 ﹤0.01% 316
2025
Q2 		$6.47K Hold
39
– – ﹤0.01% 297
2025
Q1 		$6.67K Buy
+39
New +$6.38K ﹤0.01% 286
2024
Q4 		– Sell
-104
Closed -$19.9K – 188
2024
Q3 		$19.9K Buy
104
+25
+32% +$4.86K ﹤0.01% 176
2024
Q2 		$14.5K Buy
79
+47
+147% +$9.09K ﹤0.01% 200
2024
Q1 		$6.22K Buy
32
+15
+88% +$2.89K ﹤0.01% 275
2023
Q4 		$3.17K Hold
17
– – ﹤0.01% 241
2023
Q3 		$3.4K Hold
17
– – ﹤0.01% 231
2023
Q2 		$4.25K Hold
17
– – ﹤0.01% 213
2023
Q1 		$4.33K Buy
+17
New +$3.99K ﹤0.01% 208

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

Stone House Investment Management's HSY Position: Q2 2026 in Review

Stone House Investment Management increased its Hershey (HSY) stake by 89% in Q2 2026, buying an estimated $13.8K and bringing the position to 155 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Stone House Investment Management first reported a position in HSY in Q1 2023 and has held it in 13 quarters since. 1,416 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Stone House Investment Management held 155 shares of Hershey worth $27.1K as of Q2 2026.
  • Stone House Investment Management bought 73 Hershey shares in Q2 2026, an estimated $13.8K.
  • Hershey made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #291 holding.
  • Stone House Investment Management first reported a position in Hershey in Q1 2023 and has held it in 13 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.