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Whitney & Co’s Hershey HSY Stock Holding History

Whitney & Co’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 		$4.74M Sell
26,992
-284
-1% -$53.6K 0.35% 59
2026
Q1 		$5.67M Sell
27,276
-700
-3% -$148K 0.47% 56
2025
Q4 		$5.09M Sell
27,976
-4,891
-15% -$894K 0.41% 57
2025
Q3 		$6.15M Sell
32,867
-1,057
-3% -$192K 0.56% 53
2025
Q2 		$5.63M Sell
33,924
-205
-0.6% -$33.8K 0.56% 54
2025
Q1 		$5.84M Buy
34,129
+1,355
+4% +$222K 0.62% 53
2024
Q4 		$5.55M Sell
32,774
-8,464
-21% -$1.52M 0.58% 50
2024
Q3 		$7.91M Buy
41,238
+768
+2% +$149K 0.85% 42
2024
Q2 		$7.44M Buy
40,470
+616
+2% +$119K 0.85% 39
2024
Q1 		$7.75M Buy
39,854
+10,869
+37% +$2.1M 0.92% 36
2023
Q4 		$5.4M Buy
+28,985
New +$5.49M 0.7% 42

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

Whitney & Co's HSY Position: Q2 2026 in Review

Whitney & Co reduced its Hershey (HSY) stake by 1% in Q2 2026, selling an estimated $53.6K and leaving 26,992 shares worth $4.74M. The position accounts for 0.35% of the portfolio, ranked #59.

Whitney & Co first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.91M in Q3 2024. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Whitney & Co held 26,992 shares of Hershey worth $4.74M as of Q2 2026.
  • Whitney & Co sold 284 Hershey shares in Q2 2026, an estimated $53.6K.
  • Hershey made up 0.35% of Whitney & Co's portfolio in Q2 2026, its #59 holding.
  • Whitney & Co first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Whitney & Co's Hershey position peaked at $7.91M in Q3 2024.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.