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Woodward Diversified Capital’s Hershey HSY Stock Holding History

Woodward Diversified 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 		– Sell
-1,055
Closed -$203K – 185
2026
Q1 		$203K Buy
+1,055
New +$222K 0.09% 172
2025
Q3 		– Sell
-1,269
Closed -$211K – 188
2025
Q2 		$211K Buy
+1,269
New +$209K 0.11% 161

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Woodward Diversified Capital's HSY Position: Q2 2026 in Review

Woodward Diversified Capital sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,055 shares — an estimated $203K sold.

Woodward Diversified Capital first reported a position in HSY in Q2 2025 and held it in 2 quarters. The position peaked at $211K in Q2 2025. 588 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Woodward Diversified Capital reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Woodward Diversified Capital sold 1,055 Hershey shares in Q2 2026, an estimated $203K.
  • Woodward Diversified Capital first reported a position in Hershey in Q2 2025 and held it in 2 quarters.
  • Woodward Diversified Capital's Hershey position peaked at $211K in Q2 2025.
  • 588 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.