Trivant Custom Portfolio Group’s Hershey HSY Stock Holding History

Trivant Custom Portfolio 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
2026 Q2	$1.02M	Hold	5,798	–	–	0.54%	53
2026 Q1	$1.21M	Sell	5,798 -21	-0.4%	-$4.43K	0.66%	44
2025 Q4	$1.06M	Buy	5,819 +25	+0.4%	+$4.57K	0.61%	48
2025 Q3	$1.08M	Buy	5,794 +20	+0.3%	+$3.63K	0.56%	53
2025 Q2	$958K	Sell	5,774 -117	-2%	-$19.3K	0.53%	57
2025 Q1	$1.01M	Buy	5,891 +1,668	+39%	+$273K	0.58%	51
2024 Q4	$715K	Sell	4,223 -1,651	-28%	-$296K	0.42%	53
2024 Q3	$1.13M	Sell	5,874 -3,082	-34%	-$599K	0.65%	40
2024 Q2	$1.65M	Buy	8,956 +398	+5%	+$77K	1.01%	31
2024 Q1	$1.66M	Buy	8,558 +8,308	+3,323%	+$1.6M	1.06%	36
2023 Q4	$46.6K	Buy	+250	New	+$47.4K	0.03%	107

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 $3.37T AUM 44.26% 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

Trivant Custom Portfolio Group's HSY Position: Q2 2026 in Review

Trivant Custom Portfolio Group held its Hershey (HSY) position steady in Q2 2026 at 5,798 shares worth $1.02M. The position accounts for 0.54% of the portfolio, ranked #53.

Trivant Custom Portfolio Group first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q1 2024. 1,403 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Trivant Custom Portfolio Group held 5,798 shares of Hershey worth $1.02M as of Q2 2026.
Trivant Custom Portfolio Group left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.54% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #53 holding.
Trivant Custom Portfolio Group first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
Trivant Custom Portfolio Group's Hershey position peaked at $1.66M in Q1 2024.
1,403 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.