TWP
HSY icon

Tempus Wealth Planning’s Hershey HSY Stock Holding History

Tempus Wealth Planning’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 		$1.19M Buy
6,755
+64
+1% +$12.1K 0.23% 112
2026
Q1 		$1.39M Buy
6,691
+11
+0.2% +$2.32K 0.32% 90
2025
Q4 		$1.22M Buy
6,680
+180
+3% +$32.9K 0.28% 95
2025
Q3 		$1.22M Sell
6,500
-116
-2% -$21.1K 0.28% 96
2025
Q2 		$1.1M Buy
6,616
+160
+2% +$26.4K 0.27% 103
2025
Q1 		$1.1M Buy
6,456
+88
+1% +$14.4K 0.33% 89
2024
Q4 		$1.08M Buy
6,368
+249
+4% +$44.7K 0.33% 88
2024
Q3 		$1.17M Buy
6,119
+932
+18% +$181K 0.43% 65
2024
Q2 		$953K Buy
5,187
+187
+4% +$36.2K 0.4% 69
2024
Q1 		$972K Buy
5,000
+84
+2% +$16.2K 0.43% 67
2023
Q4 		$917K Buy
4,916
+123
+3% +$23.3K 0.4% 70
2023
Q3 		$959K Sell
4,793
-56
-1% -$12.5K 0.48% 52
2023
Q2 		$1.21M Sell
4,849
-8
-0.2% -$2.1K 0.55% 50
2023
Q1 		$1.24M Sell
4,857
-269
-5% -$63.2K 0.6% 39
2022
Q4 		$1.19M Buy
5,126
+314
+7% +$72.4K 0.72% 38
2022
Q3 		$1.06M Buy
4,812
+44
+0.9% +$9.86K 0.71% 39
2022
Q2 		$1.03M Sell
4,768
-951
-17% -$207K 0.84% 31
2022
Q1 		$1.24M Sell
5,719
-286
-5% -$58.1K 0.88% 31
2021
Q4 		$1.16M Buy
6,005
+40
+0.7% +$7.24K 0.63% 43
2021
Q3 		$1.01M Buy
5,965
+311
+6% +$55K 0.57% 50
2021
Q2 		$985K Buy
+5,654
New +$952K 0.65% 42

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

Tempus Wealth Planning's HSY Position: Q2 2026 in Review

Tempus Wealth Planning increased its Hershey (HSY) stake by 0.96% in Q2 2026, buying an estimated $12.1K and bringing the position to 6,755 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #112.

Tempus Wealth Planning first reported a position in HSY in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.39M in Q1 2026. 1,403 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Tempus Wealth Planning held 6,755 shares of Hershey worth $1.19M as of Q2 2026.
  • Tempus Wealth Planning bought 64 Hershey shares in Q2 2026, an estimated $12.1K.
  • Hershey made up 0.23% of Tempus Wealth Planning's portfolio in Q2 2026, its #112 holding.
  • Tempus Wealth Planning first reported a position in Hershey in Q2 2021 and has held it in 21 quarters since.
  • Tempus Wealth Planning's Hershey position peaked at $1.39M in Q1 2026.
  • 1,403 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.