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Swan Capital’s Hershey HSY Stock Holding History

Swan Capital’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 		$1.75K Hold
10
– – ﹤0.01% 392
2026
Q1 		$2.08K Sell
10
-19
-66% -$4.01K ﹤0.01% 356
2025
Q4 		$5.25K Hold
29
– – ﹤0.01% 232
2025
Q3 		$5.38K Buy
29
+10
+53% +$1.82K ﹤0.01% 216
2025
Q2 		$3.09K Buy
19
+1
+6% +$165 ﹤0.01% 284
2025
Q1 		$3.15K Buy
18
+8
+80% +$1.31K ﹤0.01% 213
2024
Q4 		$1.75K Hold
10
– – ﹤0.01% 241
2024
Q3 		$1.96K Buy
+10
New +$1.94K ﹤0.01% 226

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

Swan Capital's HSY Position: Q2 2026 in Review

Swan Capital held its Hershey (HSY) position steady in Q2 2026 at 10 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Swan Capital first reported a position in HSY in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.38K in Q3 2025. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Swan Capital held 10 shares of Hershey worth $1.75K as of Q2 2026.
  • Swan Capital left its Hershey share count unchanged in Q2 2026.
  • Hershey made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #392 holding.
  • Swan Capital first reported a position in Hershey in Q3 2024 and has held it in 8 quarters since.
  • Swan Capital's Hershey position peaked at $5.38K in Q3 2025.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.