As of the latest SEC filings, HERSHEY CO (HSY) is held by 723 institutional funds. The largest fund shareholder is Schwab U.S. Dividend Equity ETF (SCHD), holding an estimated $1,080,877,509.36 in market value, representing 1.26% of its portfolio.
Funds holding HERSHEY CO (HSY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HSY
- CIK:
- 0000047111
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 1.26% | $1,080,877,509.36 | 4,574,562 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $977,513,748.08 | 4,702,072 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.06% | $782,649,096.03 | 3,764,727 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.34% | $664,812,262.56 | 3,197,904 | Mar 31, 2026 | May 28, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.38% | $557,220,000.00 | 3,000,000 | Apr 30, 2026 | Jun 26, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.06% | $445,547,761.56 | 1,885,677 | Feb 28, 2026 | Apr 24, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.36% | $413,912,303.00 | 2,228,450 | Apr 30, 2026 | Jun 26, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.05% | $396,064,751.85 | 1,905,165 | Mar 31, 2026 | May 28, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.11% | $365,938,886.28 | 1,548,751 | Feb 28, 2026 | Apr 27, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.06% | $358,486,763.34 | 1,724,406 | Mar 31, 2026 | May 28, 2026 |
|
XLP
State Street(R) Consumer Staples Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 2.08% | $322,346,126.29 | 1,550,561 | Mar 31, 2026 | May 28, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.19% | $297,040,716.04 | 1,428,836 | Mar 31, 2026 | May 26, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.13% | $284,776,453.38 | 1,369,842 | Mar 31, 2026 | May 28, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.58% | $200,113,042.99 | 962,591 | Mar 31, 2026 | May 28, 2026 |
|
MOAT
VanEck Morningstar Wide Moat ETF
|
ETF | Independent / Boutique | 1.55% | $180,329,606.92 | 867,428 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.06% | $173,671,721.78 | 835,402 | Mar 31, 2026 | May 28, 2026 |
|
FTCS
First Trust Capital Strength ETF
|
ETF | First Trust | 2.17% | $170,776,645.64 | 821,476 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.16% | $143,842,813.94 | 774,431 | Apr 30, 2026 | Jun 29, 2026 |
|
VCSAX
VANGUARD CONSUMER STAPLES INDEX FUND
|
ETF | Vanguard | 1.18% | $117,117,616.44 | 495,673 | Feb 28, 2026 | Apr 28, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.24% | $115,818,637.35 | 557,115 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.11% | $106,628,876.24 | 574,076 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.20% | $100,230,504.72 | 539,628 | Apr 30, 2026 | Jun 26, 2026 |
|
JMVQX
JPMorgan Mid Cap Value Fund
|
MF | JPMorgan | 0.81% | $87,415,873.99 | 420,491 | Mar 31, 2026 | May 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.05% | $65,459,011.20 | 277,040 | Feb 28, 2026 | Apr 24, 2026 |
|
SPLG
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
ETF | State Street (SPDR) | 0.06% | $64,736,322.33 | 311,397 | Mar 31, 2026 | May 28, 2026 |
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