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Twin Peaks Wealth Advisors’s Hershey HSY Stock Holding History

Twin Peaks 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 		– Sell
-199
Closed -$41.4K – 1110
2026
Q1 		$41.4K Buy
+199
New +$42K 0.01% 473
2025
Q3 		– Sell
-176
Closed -$31.1K – 1049
2025
Q2 		$31.1K Buy
+176
New +$29K 0.01% 464

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

Twin Peaks Wealth Advisors's HSY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Hershey (HSY) in Q2 2026, closing a stake of 199 shares — an estimated $41.4K sold.

Twin Peaks Wealth Advisors first reported a position in HSY in Q2 2025 and held it in 2 quarters. The position peaked at $41.4K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 199 Hershey shares in Q2 2026, an estimated $41.4K.
  • Twin Peaks Wealth Advisors first reported a position in Hershey in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Hershey position peaked at $41.4K in Q1 2026.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.