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Woodmont Investment Counsel’s Hershey HSY Stock Holding History

Woodmont Investment Counsel’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
-1,091
Closed -$227K – 289
2026
Q1 		$227K Sell
1,091
-200
-15% -$42.2K 0.01% 250
2025
Q4 		$235K Hold
1,291
– – 0.01% 243
2025
Q3 		$241K Sell
1,291
-143
-10% -$26K 0.02% 242
2025
Q2 		$238K Sell
1,434
-561
-28% -$92.5K 0.02% 256
2025
Q1 		$341K Sell
1,995
-2,380
-54% -$390K 0.02% 219
2024
Q4 		$741K Sell
4,375
-481
-10% -$86.3K 0.05% 156
2024
Q3 		$931K Sell
4,856
-20
-0.4% -$3.89K 0.07% 138
2024
Q2 		$896K Sell
4,876
-662
-12% -$128K 0.07% 136
2024
Q1 		$1.08M Buy
5,538
+475
+9% +$91.6K 0.09% 135
2023
Q4 		$944K Sell
5,063
-10
-0.2% -$1.9K 0.09% 134
2023
Q3 		$1.02M Sell
5,073
-25
-0.5% -$5.6K 0.11% 124
2023
Q2 		$1.27M Buy
5,098
+220
+5% +$57.7K 0.13% 115
2023
Q1 		$1.24M Sell
4,878
-25
-0.5% -$5.87K 0.13% 117
2022
Q4 		$1.14M Sell
4,903
-50
-1% -$11.5K 0.13% 119
2022
Q3 		$1.09M Sell
4,953
-1,000
-17% -$224K 0.14% 121
2022
Q2 		$1.28M Buy
5,953
+955
+19% +$208K 0.16% 111
2022
Q1 		$1.08M Buy
+4,998
New +$1.02M 0.13% 123
2016
Q4 		– Sell
-237
Closed -$23K – 383
2016
Q3 		$23K Buy
+237
New +$25.1K 0.01% 345
2016
Q2 		– Sell
-91
Closed -$8K – 311
2016
Q1 		$8K Hold
91
– – ﹤0.01% 432
2015
Q4 		$8K Hold
91
– – ﹤0.01% 443
2015
Q3 		$8K Sell
91
-8
-8% -$729 ﹤0.01% 439
2015
Q2 		$9K Buy
+99
New +$9.34K ﹤0.01% 437

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Woodmont Investment Counsel's HSY Position: Q2 2026 in Review

Woodmont Investment Counsel sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,091 shares — an estimated $227K sold.

Woodmont Investment Counsel first reported a position in HSY in Q2 2015 and held it in 22 quarters. The position peaked at $1.28M in Q2 2022. 791 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Woodmont Investment Counsel reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,091 Hershey shares in Q2 2026, an estimated $227K.
  • Woodmont Investment Counsel first reported a position in Hershey in Q2 2015 and held it in 22 quarters.
  • Woodmont Investment Counsel's Hershey position peaked at $1.28M in Q2 2022.
  • 791 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.