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Waterfront Wealth’s Hershey HSY Stock Holding History

Waterfront Wealth’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 		$1.02M Buy
5,880
+51
+0.9% +$9.62K 0.16% 164
2026
Q1 		$1.21M Buy
5,829
+277
+5% +$58.4K 0.22% 136
2025
Q4 		$1.05M Buy
5,552
+19
+0.3% +$3.47K 0.2% 145
2025
Q3 		$1.02M Buy
5,533
+1
+0% +$182 0.21% 140
2025
Q2 		$918K Sell
5,532
-174
-3% -$28.7K 0.21% 142
2025
Q1 		$976K Sell
5,706
-38
-0.7% -$6.22K 0.24% 133
2024
Q4 		$973K Buy
5,744
+82
+1% +$14.7K 0.24% 137
2024
Q3 		$1.04M Buy
5,662
+117
+2% +$22.7K 0.25% 127
2024
Q2 		$1.02M Buy
5,545
+1,016
+22% +$197K 0.28% 112
2024
Q1 		$846K Buy
4,529
+1,154
+34% +$223K 0.24% 134
2023
Q4 		$629K Buy
+3,375
New +$640K 0.19% 152

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

Waterfront Wealth's HSY Position: Q2 2026 in Review

Waterfront Wealth increased its Hershey (HSY) stake by 0.87% in Q2 2026, buying an estimated $9.62K and bringing the position to 5,880 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #164.

Waterfront Wealth first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Waterfront Wealth held 5,880 shares of Hershey worth $1.02M as of Q2 2026.
  • Waterfront Wealth bought 51 Hershey shares in Q2 2026, an estimated $9.62K.
  • Hershey made up 0.16% of Waterfront Wealth's portfolio in Q2 2026, its #164 holding.
  • Waterfront Wealth first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Waterfront Wealth's Hershey position peaked at $1.21M in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.