WCBA
HSY icon

Weaver C. Barksdale & Associates’s Hershey HSY Stock Holding History

Weaver C. Barksdale & Associates’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 		$1.37M Sell
7,810
-11
-0.1% -$2.07K 1.23% 51
2026
Q1 		$1.62M Buy
7,821
+531
+7% +$112K 1.55% 40
2025
Q4 		$1.33M Sell
7,290
-918
-11% -$168K 1.39% 41
2025
Q3 		$1.53M Sell
8,208
-525
-6% -$95.4K 1.48% 40
2025
Q2 		$1.45M Sell
8,733
-33
-0.4% -$5.44K 1.39% 42
2025
Q1 		$1.5M Sell
8,766
-208
-2% -$34.1K 1.44% 41
2024
Q4 		$1.52M Sell
8,974
-223
-2% -$40K 1.45% 40
2024
Q3 		$1.76M Sell
9,197
-351
-4% -$68.2K 1.59% 35
2024
Q2 		$1.76M Sell
9,548
-181
-2% -$35K 1.67% 31
2024
Q1 		$1.89M Buy
+9,729
New +$1.88M 1.74% 25

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

Weaver C. Barksdale & Associates's HSY Position: Q2 2026 in Review

Weaver C. Barksdale & Associates reduced its Hershey (HSY) stake by 0.14% in Q2 2026, selling an estimated $2.07K and leaving 7,810 shares worth $1.37M. The position accounts for 1.23% of the portfolio, ranked #51.

Weaver C. Barksdale & Associates first reported a position in HSY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.89M in Q1 2024. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Weaver C. Barksdale & Associates held 7,810 shares of Hershey worth $1.37M as of Q2 2026.
  • Weaver C. Barksdale & Associates sold 11 Hershey shares in Q2 2026, an estimated $2.07K.
  • Hershey made up 1.23% of Weaver C. Barksdale & Associates's portfolio in Q2 2026, its #51 holding.
  • Weaver C. Barksdale & Associates first reported a position in Hershey in Q1 2024 and has held it in 10 quarters since.
  • Weaver C. Barksdale & Associates's Hershey position peaked at $1.89M in Q1 2024.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.