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Planning Strategies Inc.’s Hershey HSY Stock Holding History

Planning Strategies Inc.’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 		$140K Buy
+796
New +$150K 0.09% 87

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s HSY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Hershey (HSY) in Q2 2026: 796 shares worth $140K. The stake represents 0.09% of the portfolio and ranks #87 among its holdings.

477 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Planning Strategies Inc. held 796 shares of Hershey worth $140K as of Q2 2026.
  • Hershey was a new Planning Strategies Inc. position in Q2 2026.
  • Hershey made up 0.09% of Planning Strategies Inc.'s portfolio in Q2 2026, its #87 holding.
  • 477 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.