49 Wealth Management’s Hershey HSY Stock Holding History

49 Wealth Management’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 Q1	$693K	Buy	3,336 +938	+39%	+$198K	0.05%	93
2025 Q4	$436K	Buy	2,398 +324	+16%	+$59.2K	0.04%	120
2025 Q3	$388K	Buy	2,074 +235	+13%	+$42.7K	0.04%	123
2025 Q2	$305K	Buy	1,839 +394	+27%	+$64.9K	0.03%	133
2025 Q1	$247K	Buy	+1,445	New	+$237K	0.03%	153

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

49 Wealth Management's HSY Position: Q1 2026 in Review

49 Wealth Management increased its Hershey (HSY) stake by 39% in Q1 2026, buying an estimated $198K and bringing the position to 3,336 shares worth $693K. The position accounts for 0.05% of the portfolio, ranked #93.

49 Wealth Management first reported a position in HSY in Q1 2025 and has held it in 5 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

49 Wealth Management held 3,336 shares of Hershey worth $693K as of Q1 2026.
49 Wealth Management bought 938 Hershey shares in Q1 2026, an estimated $198K.
Hershey made up 0.05% of 49 Wealth Management's portfolio in Q1 2026, its #93 holding.
49 Wealth Management first reported a position in Hershey in Q1 2025 and has held it in 5 quarters since.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.