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World Investment Advisors’s Hershey HSY Stock Holding History

World Investment Advisors’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 		$865K Sell
4,229
-1,400
-25% -$264K 0.01% 755
2026
Q1 		$1.17M Buy
5,629
+144
+3% +$30.4K 0.02% 652
2025
Q4 		$998K Buy
5,485
+1,912
+54% +$350K 0.02% 685
2025
Q3 		$668K Buy
+3,573
New +$649K 0.01% 684
2025
Q1 		– Sell
-1,304
Closed -$221K – 1078
2024
Q4 		$221K Buy
+1,304
New +$234K 0.01% 936

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 $3.38T AUM 44.17% 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

World Investment Advisors's HSY Position: Q2 2026 in Review

World Investment Advisors reduced its Hershey (HSY) stake by 25% in Q2 2026, selling an estimated $264K and leaving 4,229 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #755.

World Investment Advisors first reported a position in HSY in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.17M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • World Investment Advisors held 4,229 shares of Hershey worth $865K as of Q2 2026.
  • World Investment Advisors sold 1,400 Hershey shares in Q2 2026, an estimated $264K.
  • Hershey made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #755 holding.
  • World Investment Advisors first reported a position in Hershey in Q4 2024 and has held it in 5 quarters since.
  • World Investment Advisors's Hershey position peaked at $1.17M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.