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TrueMark Investments’s Hershey HSY Stock Holding History

TrueMark Investments’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 		$8.61M Buy
49,051
+6,417
+15% +$1.21M 1.08% 28
2026
Q1 		$8.86M Buy
42,634
+12,171
+40% +$2.57M 1.73% 21
2025
Q4 		$5.54M Buy
30,463
+2,184
+8% +$399K 1.06% 37
2025
Q3 		$5.29M Buy
28,279
+1,976
+8% +$359K 0.92% 46
2025
Q2 		$4.36M Buy
26,303
+2,132
+9% +$351K 0.94% 47
2025
Q1 		$4.13M Buy
24,171
+1,879
+8% +$308K 1.08% 35
2024
Q4 		$3.78M Buy
22,292
+959
+4% +$172K 1.21% 35
2024
Q3 		$4.09M Buy
21,333
+834
+4% +$162K 1.31% 19
2024
Q2 		$3.77M Buy
20,499
+9,098
+80% +$1.76M 1.29% 21
2024
Q1 		$2.22M Buy
+11,401
New +$2.2M 2.03% 18

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

TrueMark Investments's HSY Position: Q2 2026 in Review

TrueMark Investments increased its Hershey (HSY) stake by 15% in Q2 2026, buying an estimated $1.21M and bringing the position to 49,051 shares worth $8.61M. The position accounts for 1.08% of the portfolio, ranked #28.

TrueMark Investments first reported a position in HSY in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.86M in Q1 2026. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • TrueMark Investments held 49,051 shares of Hershey worth $8.61M as of Q2 2026.
  • TrueMark Investments bought 6,417 Hershey shares in Q2 2026, an estimated $1.21M.
  • Hershey made up 1.08% of TrueMark Investments's portfolio in Q2 2026, its #28 holding.
  • TrueMark Investments first reported a position in Hershey in Q1 2024 and has held it in 10 quarters since.
  • TrueMark Investments's Hershey position peaked at $8.86M in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.