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Wescott Financial Advisory Group’s Hershey HSY Stock Holding History

Wescott Financial Advisory 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 		$1.13M Sell
6,419
-1,698
-21% -$320K 0.09% 96
2026
Q1 		$1.69M Buy
8,117
+336
+4% +$70.9K 0.15% 73
2025
Q4 		$1.42M Sell
7,781
-851
-10% -$156K 0.12% 79
2025
Q3 		$1.61M Sell
8,632
-810
-9% -$147K 0.14% 69
2025
Q2 		$1.57M Sell
9,442
-609
-6% -$100K 0.15% 67
2025
Q1 		$1.72M Buy
10,051
+58
+0.6% +$9.5K 0.18% 60
2024
Q4 		$1.69M Sell
9,993
-8
-0.1% -$1.44K 0.18% 62
2024
Q3 		$1.92M Sell
10,001
-19
-0.2% -$3.69K 0.21% 57
2024
Q2 		$1.84M Buy
10,020
+1,848
+23% +$358K 0.21% 56
2024
Q1 		$1.59M Buy
8,172
+127
+2% +$24.5K 0.2% 59
2023
Q4 		$1.5M Sell
8,045
-825
-9% -$156K 0.21% 56
2023
Q3 		$1.77M Hold
8,870
– – 0.32% 50
2023
Q2 		$2.21M Buy
8,870
+5,127
+137% +$1.34M 0.39% 45
2023
Q1 		$952K Sell
3,743
-9
-0.2% -$2.11K 0.21% 67
2022
Q4 		$869K Hold
3,752
– – 0.19% 70
2022
Q3 		$827K Buy
3,752
+100
+3% +$22.4K 0.23% 58
2022
Q2 		$786K Buy
3,652
+9
+0.2% +$1.96K 0.21% 62
2022
Q1 		$789K Hold
3,643
– – 0.2% 63
2021
Q4 		$705K Hold
3,643
– – 0.36% 33
2021
Q3 		$617K Hold
3,643
– – 0.35% 34
2021
Q2 		$643K Sell
3,643
-111
-3% -$18.7K 0.38% 30
2021
Q1 		$594K Hold
3,754
– – 0.39% 29
2020
Q4 		$572K Buy
+3,754
New +$555K 0.4% 26

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

Wescott Financial Advisory Group's HSY Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Hershey (HSY) stake by 21% in Q2 2026, selling an estimated $320K and leaving 6,419 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #96.

Wescott Financial Advisory Group first reported a position in HSY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.21M in Q2 2023. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Wescott Financial Advisory Group held 6,419 shares of Hershey worth $1.13M as of Q2 2026.
  • Wescott Financial Advisory Group sold 1,698 Hershey shares in Q2 2026, an estimated $320K.
  • Hershey made up 0.09% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #96 holding.
  • Wescott Financial Advisory Group first reported a position in Hershey in Q4 2020 and has held it in 23 quarters since.
  • Wescott Financial Advisory Group's Hershey position peaked at $2.21M in Q2 2023.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.