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Strategic Global Advisors’s Hershey HSY Stock Holding History

Strategic Global Advisors’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 		$3.24M Buy
+18,455
New +$3.48M 0.46% 67
2024
Q3 		– Sell
-14,992
Closed -$2.76M – 151
2024
Q2 		$2.76M Buy
14,992
+337
+2% +$65.2K 0.58% 56
2024
Q1 		$2.85M Sell
14,655
-12,707
-46% -$2.45M 0.62% 57
2023
Q4 		$5.1M Sell
27,362
-19,026
-41% -$3.61M 1.17% 26
2023
Q3 		$9.28M Sell
46,388
-2,338
-5% -$523K 1.54% 18
2023
Q2 		$12.2M Sell
48,726
-3,297
-6% -$865K 1.87% 9
2023
Q1 		$13.2M Buy
52,023
+5,078
+11% +$1.19M 2.12% 9
2022
Q4 		$10.9M Buy
46,945
+7,055
+18% +$1.63M 1.74% 12
2022
Q3 		$8.79M Buy
39,890
+12,524
+46% +$2.81M 1.47% 14
2022
Q2 		$5.89M Buy
27,366
+3,406
+14% +$742K 0.9% 39
2022
Q1 		$5.19M Buy
23,960
+1,153
+5% +$234K 0.76% 47
2021
Q4 		$4.41M Buy
22,807
+1,890
+9% +$342K 0.57% 62
2021
Q3 		$3.54M Buy
+20,917
New +$3.7M 0.52% 63

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

Strategic Global Advisors's HSY Position: Q2 2026 in Review

Strategic Global Advisors opened a new position in Hershey (HSY) in Q2 2026: 18,455 shares worth $3.24M. The stake represents 0.46% of the portfolio and ranks #67 among its holdings. This is a return to the name: Strategic Global Advisors previously reported a position in HSY as recently as Q2 2024.

Strategic Global Advisors first reported a position in HSY in Q3 2021 and has held it in 13 quarters since. The position peaked at $13.2M in Q1 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Strategic Global Advisors held 18,455 shares of Hershey worth $3.24M as of Q2 2026.
  • Hershey was a new Strategic Global Advisors position in Q2 2026.
  • Hershey made up 0.46% of Strategic Global Advisors's portfolio in Q2 2026, its #67 holding.
  • Strategic Global Advisors first reported a position in Hershey in Q3 2021 and has held it in 13 quarters since.
  • Strategic Global Advisors's Hershey position peaked at $13.2M in Q1 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.