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USA Financial Formulas’s Hershey HSY Stock Holding History

USA Financial Formulas’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 		$10.7K Buy
61
+29
+91% +$5.47K ﹤0.01% 358
2026
Q1 		$6.65K Buy
+32
New +$6.75K ﹤0.01% 319
2023
Q4 		– Sell
-6
Closed -$1.2K – 434
2023
Q3 		$1.2K Hold
6
– – ﹤0.01% 390
2023
Q2 		$1.5K Hold
6
– – ﹤0.01% 333
2023
Q1 		$1.53K Buy
+6
New +$1.41K ﹤0.01% 255
2022
Q3 		$1.34M Buy
6,091
+1,232
+25% +$276K 2.12% 7
2022
Q2 		$1.04M Sell
4,859
-206
-4% -$44.9K 1.31% 19
2022
Q1 		$1.1M Buy
5,065
+5,009
+8,945% +$1.02M 1.17% 20
2021
Q4 		$11K Sell
56
-5
-8% -$905 0.01% 190
2021
Q3 		$10K Buy
61
+15
+33% +$2.65K 0.01% 251
2021
Q2 		$8K Sell
46
-2
-4% -$337 0.01% 243
2021
Q1 		$8K Buy
48
+19
+66% +$2.86K 0.01% 220
2020
Q4 		$4K Buy
+29
New +$4.29K ﹤0.01% 206

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

USA Financial Formulas's HSY Position: Q2 2026 in Review

USA Financial Formulas increased its Hershey (HSY) stake by 91% in Q2 2026, buying an estimated $5.47K and bringing the position to 61 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

USA Financial Formulas first reported a position in HSY in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.34M in Q3 2022. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • USA Financial Formulas held 61 shares of Hershey worth $10.7K as of Q2 2026.
  • USA Financial Formulas bought 29 Hershey shares in Q2 2026, an estimated $5.47K.
  • Hershey made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #358 holding.
  • USA Financial Formulas first reported a position in Hershey in Q4 2020 and has held it in 13 quarters since.
  • USA Financial Formulas's Hershey position peaked at $1.34M in Q3 2022.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.