Western Wealth Management’s Hershey HSY Stock Holding History

Western Wealth 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	–	Sell	-2,144	Closed	-$446K	–	1031
2026 Q1	$446K	Buy	+2,144	New	+$452K	0.02%	671
2023 Q3	–	Sell	-932	Closed	-$233K	–	664
2023 Q2	$233K	Sell	932 -700	-43%	-$184K	0.02%	574
2023 Q1	$415K	Buy	+1,632	New	+$383K	0.04%	421

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 $3.38T AUM 44.17% 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

Western Wealth Management's HSY Position: Q2 2026 in Review

Western Wealth Management sold out of Hershey (HSY) in Q2 2026, closing a stake of 2,144 shares — an estimated $446K sold.

Western Wealth Management first reported a position in HSY in Q1 2023 and held it in 3 quarters. The position peaked at $446K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Western Wealth Management reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Western Wealth Management sold 2,144 Hershey shares in Q2 2026, an estimated $446K.
Western Wealth Management first reported a position in Hershey in Q1 2023 and held it in 3 quarters.
Western Wealth Management's Hershey position peaked at $446K in Q1 2026.
1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.