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Valley Brook Capital Group’s Hershey HSY Stock Holding History

Valley Brook Capital 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 		$303K Buy
1,725
+25
+1% +$4.71K 0.17% 91
2026
Q1 		$353K Sell
1,700
-35
-2% -$7.38K 0.24% 80
2025
Q4 		$316K Hold
1,735
– – 0.21% 91
2025
Q3 		$325K Buy
1,735
+15
+0.9% +$2.73K 0.22% 88
2025
Q2 		$285K Hold
1,720
– – 0.21% 93
2025
Q1 		$294K Sell
1,720
-810
-32% -$133K 0.23% 92
2024
Q4 		$428K Sell
2,530
-1,327
-34% -$238K 0.32% 71
2024
Q3 		$740K Sell
3,857
-210
-5% -$40.8K 0.53% 53
2024
Q2 		$748K Buy
4,067
+61
+2% +$11.8K 0.58% 50
2024
Q1 		$779K Buy
4,006
+315
+9% +$60.8K 0.62% 49
2023
Q4 		$688K Buy
3,691
+495
+15% +$93.8K 0.6% 50
2023
Q3 		$639K Buy
3,196
+1
+0% +$224 0.63% 54
2023
Q2 		$798K Hold
3,195
– – 0.74% 44
2023
Q1 		$813K Sell
3,195
-102
-3% -$24K 0.75% 42
2022
Q4 		$763K Buy
3,297
+1
+0% +$231 0.73% 41
2022
Q3 		$726K Hold
3,296
– – 0.79% 40
2022
Q2 		$709K Hold
3,296
– – 0.73% 40
2022
Q1 		$714K Buy
3,296
+85
+3% +$17.3K 0.62% 46
2021
Q4 		$621K Hold
3,211
– – 0.54% 53
2021
Q3 		$543K Sell
3,211
-35
-1% -$6.18K 0.54% 58
2021
Q2 		$565K Hold
3,246
– – 0.54% 55
2021
Q1 		$513K Buy
3,246
+208
+7% +$31.3K 0.46% 53
2020
Q4 		$462K Buy
+3,038
New +$450K 0.46% 54

Other funds holding HSY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Valley Brook Capital Group's HSY Position: Q2 2026 in Review

Valley Brook Capital Group increased its Hershey (HSY) stake by 1.5% in Q2 2026, buying an estimated $4.71K and bringing the position to 1,725 shares worth $303K. The position accounts for 0.17% of the portfolio, ranked #91.

Valley Brook Capital Group first reported a position in HSY in Q4 2020 and has held it in 23 quarters since. The position peaked at $813K in Q1 2023. 748 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Valley Brook Capital Group held 1,725 shares of Hershey worth $303K as of Q2 2026.
  • Valley Brook Capital Group bought 25 Hershey shares in Q2 2026, an estimated $4.71K.
  • Hershey made up 0.17% of Valley Brook Capital Group's portfolio in Q2 2026, its #91 holding.
  • Valley Brook Capital Group first reported a position in Hershey in Q4 2020 and has held it in 23 quarters since.
  • Valley Brook Capital Group's Hershey position peaked at $813K in Q1 2023.
  • 748 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.