SSG
HSY icon

Summit Securities Group’s Hershey HSY Stock Holding History

Summit Securities Group’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
2020
Q3 		– Sell
-90
Closed -$1.17M – 429
2020
Q2 		$1.17M Hold
90
– – 0.15% 135
2020
Q1 		$1.19M Buy
+90
New +$13.3K 0.21% 102

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

Summit Securities Group's HSY Position: Q2 2026 in Review

Summit Securities Group increased its Hershey (HSY) stake by 42% in Q2 2026, buying an estimated $1.89K and bringing the position to 34 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Summit Securities Group first reported a position in HSY in Q3 2014 and has held it in 24 quarters since. The position peaked at $1.48M in Q3 2022. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Summit Securities Group held 34 shares of Hershey worth $5.96K as of Q2 2026.
  • Summit Securities Group bought 10 Hershey shares in Q2 2026, an estimated $1.89K.
  • Hershey made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #941 holding.
  • Summit Securities Group first reported a position in Hershey in Q3 2014 and has held it in 24 quarters since.
  • Summit Securities Group's Hershey position peaked at $1.48M in Q3 2022.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.