Turtle Creek Wealth Advisors’s Hershey HSY Stock Holding History

Turtle Creek Wealth Advisors’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	$222K	Buy	+1,266	New	+$239K	0.01%	428
2025 Q1	–	Sell	-14,252	Closed	-$2.41M	–	119
2024 Q4	$2.41M	Sell	14,252 -7,975	-36%	-$1.43M	0.56%	44
2024 Q3	$4.26M	Buy	22,227 +242	+1%	+$47K	0.85%	45
2024 Q2	$4.04M	Buy	21,985 +4,541	+26%	+$879K	0.94%	43
2024 Q1	$3.39M	Buy	17,444 +6,914	+66%	+$1.33M	0.83%	47
2023 Q4	$1.96M	Buy	+10,530	New	+$2M	0.58%	54

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

Turtle Creek Wealth Advisors's HSY Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Hershey (HSY) in Q2 2026: 1,266 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in HSY as recently as Q4 2024.

Turtle Creek Wealth Advisors first reported a position in HSY in Q4 2023 and has held it in 6 quarters since. The position peaked at $4.26M in Q3 2024. 1,413 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Turtle Creek Wealth Advisors held 1,266 shares of Hershey worth $222K as of Q2 2026.
Hershey was a new Turtle Creek Wealth Advisors position in Q2 2026.
Hershey made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #428 holding.
Turtle Creek Wealth Advisors first reported a position in Hershey in Q4 2023 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's Hershey position peaked at $4.26M in Q3 2024.
1,413 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.