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HSY · Hershey Co · Held by Funds

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$174.27 +0.98 (+0.57%) At close · Nov 13 Play latest call Q2 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$35.02B
Shares
200.98M
Volume · Nov 13 1.48M Avg daily vol (3M) 1.55M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of HSY by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 18.16% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.45% 6,933,787
Index ETFs 14.71% 29,564,896
Active ETFs 0.50% 1,008,700
Active funds 4.85% 9,751,759
Unclassified 2.52% 5,058,578
All registered funds 26.03% 52,317,720
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding HSY

830 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 4,706,284 $825,717,528 0.04%
Schwab U.S. Dividend Equity ETF 4,052,588 $714,106,531 0.64%
Income Fund of America 4,000,000 $700,200,000 0.47%
VANGUARD 500 INDEX FUND 3,839,745 $673,683,260 0.04%
VANGUARD MID-CAP INDEX FUND 3,211,752 $563,501,888 0.25%
American Mutual Fund 2,537,620 $444,210,381 0.38%
iShares Core S&P 500 ETF 2,038,737 $357,696,407 0.04%
Fidelity 500 Index Fund 1,924,159 $339,056,057 0.04%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 1,799,656 $315,749,645 0.04%
Fidelity Contrafund 1,415,921 $248,423,339 0.14%
VANGUARD VALUE INDEX FUND 1,409,730 $247,337,129 0.10%
State Street(R) Consumer Staples Select Sector SPDR(R) ETF 1,313,187 $230,398,659 1.69%
Invesco S&P 500 Equal Weight ETF 1,055,995 $184,851,925 0.19%
VANGUARD MID-CAP VALUE INDEX FUND 952,057 $167,038,401 0.45%
VanEck Morningstar Wide Moat ETF 805,288 $141,287,780 1.22%
VANGUARD INSTITUTIONAL INDEX FUND 804,628 $141,171,983 0.04%
Federated Hermes Strategic Value Dividend Fund 785,775 $137,549,914 1.38%
iShares Russell Mid-Cap ETF 600,401 $105,340,355 0.18%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 588,580 $103,030,929 0.10%
Fidelity Mid Cap Index Fund 553,970 $96,972,449 0.19%
VANGUARD CONSUMER STAPLES INDEX FUND 514,804 $90,713,613 0.98%
JPMorgan Mid Cap Value Fund 419,233 $73,554,430 0.66%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 353,530 $62,026,839 0.04%
Schwab S&P 500 Index Fund 329,468 $57,673,373 0.04%
iShares Core High Dividend ETF 314,439 $55,042,547 0.37%
Fidelity Contrafund K6 303,222 $53,200,300 0.14%
iShares Russell 1000 Value ETF 291,759 $51,189,117 0.06%
iShares MSCI USA Min Vol Factor ETF 286,458 $50,144,473 0.21%
Fidelity Total Market Index Fund 283,093 $49,883,818 0.04%
Putnam Sustainable Leaders Fund 275,300 $48,301,385 0.73%
GQG PARTNERS US SELECT QUALITY EQUITY FUND 260,667 $45,734,025 1.77%
Fidelity SAI U.S. Low Volatility Index Fund 249,350 $43,648,718 0.18%
iShares S&P 500 Value ETF 243,996 $42,809,098 0.09%
Virtus Dividend, Interest & Premium Strategy Fund 238,690 $41,782,685 2.74%
Fidelity Series Total Market Index Fund 231,238 $40,746,448 0.04%
GQG PARTNERS GLOBAL QUALITY EQUITY FUND 221,214 $38,811,996 1.25%
WisdomTree U.S. Quality Dividend Growth Fund 202,010 $35,442,655 0.21%
iShares Russell Mid-Cap Value ETF 200,576 $35,191,059 0.22%
Dimensional U.S. Core Equity 2 ETF 191,987 $33,607,324 0.07%
iShares Core S&P Total U.S. Stock Market ETF 190,950 $33,502,178 0.04%
First Trust Value Line Dividend Index Fund 183,411 $32,179,460 0.40%
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF 180,341 $31,640,828 0.09%
VANGUARD LARGE-CAP INDEX FUND 173,136 $30,376,711 0.04%
Carillon Scout Mid Cap Fund 163,356 $28,660,810 0.67%
JPMorgan Mid Cap Equity Fund 161,437 $28,324,122 0.45%
Schwab U.S. Large-Cap ETF 157,560 $27,763,648 0.04%
Dimensional US High Profitability ETF 155,288 $27,183,164 0.22%
Eaton Vance Tax-Advantaged Dividend Income Fund 153,697 $26,904,660 1.18%
Invesco Main Street Mid Cap Fund 150,883 $26,472,422 1.01%
iShares MSCI USA Quality Factor ETF 141,359 $24,744,893 0.05%
Showing 1–50 of 830 positions
Key facts CIK 47111 CUSIP 427866108 13F (30d) 1097 filings 1028 filers Visit website Investor relations