Summit Trail Advisors’s Hershey HSY Stock Holding History

Summit Trail 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	$1.77M	Buy	10,064 +1,394	+16%	+$263K	0.02%	688
2026 Q1	$1.8M	Sell	8,670 -334	-4%	-$70.4K	0.03%	606
2025 Q4	$1.64M	Sell	9,004 -863	-9%	-$158K	0.03%	528
2025 Q3	$1.85M	Buy	9,867 +8,225	+501%	+$1.49M	0.03%	495
2025 Q2	$272K	Buy	+1,642	New	+$271K	﹤0.01%	967
2018 Q1	–	Sell	-136	Closed	-$15K	–	987
2017 Q4	$15K	Buy	+136	New	+$15K	﹤0.01%	1119

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Trail Advisors's HSY Position: Q2 2026 in Review

Summit Trail Advisors increased its Hershey (HSY) stake by 16% in Q2 2026, buying an estimated $263K and bringing the position to 10,064 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #688.

Summit Trail Advisors first reported a position in HSY in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.85M in Q3 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Summit Trail Advisors held 10,064 shares of Hershey worth $1.77M as of Q2 2026.
Summit Trail Advisors bought 1,394 Hershey shares in Q2 2026, an estimated $263K.
Hershey made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #688 holding.
Summit Trail Advisors first reported a position in Hershey in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Hershey position peaked at $1.85M in Q3 2025.
1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.