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Strategic Investment Advisors’s Hershey HSY Stock Holding History

Strategic Investment 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 		$341K Buy
+1,941
New +$366K 0.02% 265
2021
Q1 		– Sell
-2,802
Closed -$427K – 198
2020
Q4 		$427K Buy
+2,802
New +$415K 0.12% 136

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

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

Strategic Investment Advisors opened a new position in Hershey (HSY) in Q2 2026: 1,941 shares worth $341K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in HSY as recently as Q4 2020.

Strategic Investment Advisors first reported a position in HSY in Q4 2020 and has held it in 2 quarters since. The position peaked at $427K in Q4 2020. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Strategic Investment Advisors held 1,941 shares of Hershey worth $341K as of Q2 2026.
  • Hershey was a new Strategic Investment Advisors position in Q2 2026.
  • Hershey made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #265 holding.
  • Strategic Investment Advisors first reported a position in Hershey in Q4 2020 and has held it in 2 quarters since.
  • Strategic Investment Advisors's Hershey position peaked at $427K in Q4 2020.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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