Summitry LLC’s Hershey HSY Stock Holding History

Summitry LLC’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	–	Sell	-2,364	Closed	-$491K	–	355
2026 Q1	$491K	Buy	2,364 +699	+42%	+$147K	0.02%	137
2025 Q4	$303K	Sell	1,665 -819	-33%	-$150K	0.01%	175
2025 Q3	$465K	Buy	+2,484	New	+$451K	0.02%	110

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

Summitry LLC's HSY Position: Q2 2026 in Review

Summitry LLC sold out of Hershey (HSY) in Q2 2026, closing a stake of 2,364 shares — an estimated $491K sold.

Summitry LLC first reported a position in HSY in Q3 2025 and held it in 3 quarters. The position peaked at $491K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Summitry LLC reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Summitry LLC sold 2,364 Hershey shares in Q2 2026, an estimated $491K.
Summitry LLC first reported a position in Hershey in Q3 2025 and held it in 3 quarters.
Summitry LLC's Hershey position peaked at $491K in Q1 2026.
1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.