WFA of San Diego’s Hershey HSY Stock Holding History

WFA of San Diego’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	-35	Closed	-$7.28K	–	209
2026 Q1	$7.28K	Hold	35	–	–	0.01%	316
2025 Q4	$6.37K	Hold	35	–	–	﹤0.01%	333
2025 Q3	$6.55K	Hold	35	–	–	﹤0.01%	345
2025 Q2	$5.81K	Buy	+35	New	+$5.77K	﹤0.01%	355
2024 Q3	$141K	Hold	735	–	–	0.12%	103
2024 Q2	$135K	Buy	+735	New	+$142K	0.12%	102
2023 Q3	$187K	Hold	937	–	–	0.19%	81
2023 Q2	$234K	Sell	937 -100	-10%	-$26.2K	0.23%	76
2023 Q1	$264K	Buy	1,037 +37	+4%	+$8.69K	0.28%	67
2022 Q4	$232K	Hold	1,000	–	–	0.18%	85
2022 Q3	$220K	Buy	1,000 +965	+2,757%	+$216K	0.2%	84
2022 Q2	$8K	Buy	+35	New	+$7.63K	0.01%	289
2022 Q1	–	Sell	-1,144	Closed	-$221K	–	114
2021 Q4	$221K	Buy	+1,144	New	+$207K	0.13%	109
2020 Q3	–	Sell	-3,817	Closed	-$580K	–	150
2020 Q2	$580K	Buy	+3,817	New	+$513K	0.14%	143

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

WFA of San Diego's HSY Position: Q2 2026 in Review

WFA of San Diego sold out of Hershey (HSY) in Q2 2026, closing a stake of 35 shares — an estimated $7.28K sold.

WFA of San Diego first reported a position in HSY in Q2 2020 and held it in 14 quarters. The position peaked at $580K in Q2 2020. 1,416 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

WFA of San Diego reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 35 Hershey shares in Q2 2026, an estimated $7.28K.
WFA of San Diego first reported a position in Hershey in Q2 2020 and held it in 14 quarters.
WFA of San Diego's Hershey position peaked at $580K in Q2 2020.
1,416 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.