West Branch Capital’s Hershey HSY Stock Holding History

West Branch Capital’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	$18.9K	Hold	108	–	–	﹤0.01%	194
2026 Q1	$22.5K	Hold	108	–	–	0.01%	172
2025 Q4	$19.7K	Sell	108 -116	-52%	-$21.2K	0.01%	193
2025 Q3	$41.9K	Buy	224 +116	+107%	+$21.1K	0.01%	151
2025 Q2	$17.9K	Hold	108	–	–	0.01%	216
2025 Q1	$18.5K	Hold	108	–	–	0.01%	233
2024 Q4	$18.3K	Hold	108	–	–	0.01%	226
2024 Q3	$20.7K	Hold	108	–	–	0.01%	223
2024 Q2	$19.9K	Hold	108	–	–	0.01%	224
2024 Q1	$21K	Sell	108 -3	-3%	-$579	0.01%	223
2023 Q4	$20.7K	Buy	111 +3	+3%	+$568	0.01%	217
2023 Q3	$21.6K	Hold	108	–	–	0.01%	217
2023 Q2	$27K	Hold	108	–	–	0.01%	206
2023 Q1	$27.5K	Hold	108	–	–	0.02%	203
2022 Q4	$25K	Hold	108	–	–	0.02%	207
2022 Q3	$24K	Hold	108	–	–	0.01%	213
2022 Q2	$23K	Hold	108	–	–	0.01%	215
2022 Q1	$23K	Hold	108	–	–	0.01%	233
2021 Q4	$21K	Hold	108	–	–	0.01%	260
2021 Q3	$18K	Hold	108	–	–	0.01%	251
2021 Q2	$19K	Buy	+108	New	+$18.2K	0.01%	252

Other funds holding HSY

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

West Branch Capital's HSY Position: Q2 2026 in Review

West Branch Capital held its Hershey (HSY) position steady in Q2 2026 at 108 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

West Branch Capital first reported a position in HSY in Q2 2021 and has held it in 21 quarters since. The position peaked at $41.9K in Q3 2025. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

West Branch Capital held 108 shares of Hershey worth $18.9K as of Q2 2026.
West Branch Capital left its Hershey share count unchanged in Q2 2026.
Hershey made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #194 holding.
West Branch Capital first reported a position in Hershey in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Hershey position peaked at $41.9K in Q3 2025.
431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.