Wakefield Asset Management’s Hershey HSY Stock Holding History

Wakefield Asset Management’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	$476K	Buy	2,715 +83	+3%	+$15.7K	0.11%	194
2026 Q1	$547K	Buy	2,632 +458	+21%	+$96.6K	0.15%	163
2025 Q4	$396K	Buy	+2,174	New	+$397K	0.11%	179
2023 Q4	–	Sell	-9,020	Closed	-$1.8M	–	166
2023 Q3	$1.8M	Sell	9,020 -633	-7%	-$142K	0.82%	42
2023 Q2	$2.41M	Sell	9,653 -1,311	-12%	-$344K	0.96%	40
2023 Q1	$2.79M	Sell	10,964 -134	-1%	-$31.5K	1.16%	25
2022 Q4	$2.57M	Sell	11,098 -15	-0.1%	-$3.46K	1.09%	33
2022 Q3	$2.45M	Buy	+11,113	New	+$2.49M	1.13%	29

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

Wakefield Asset Management's HSY Position: Q2 2026 in Review

Wakefield Asset Management increased its Hershey (HSY) stake by 3.2% in Q2 2026, buying an estimated $15.7K and bringing the position to 2,715 shares worth $476K. The position accounts for 0.11% of the portfolio, ranked #194.

Wakefield Asset Management first reported a position in HSY in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.79M in Q1 2023. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Wakefield Asset Management held 2,715 shares of Hershey worth $476K as of Q2 2026.
Wakefield Asset Management bought 83 Hershey shares in Q2 2026, an estimated $15.7K.
Hershey made up 0.11% of Wakefield Asset Management's portfolio in Q2 2026, its #194 holding.
Wakefield Asset Management first reported a position in Hershey in Q3 2022 and has held it in 8 quarters since.
Wakefield Asset Management's Hershey position peaked at $2.79M in Q1 2023.
1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.