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Addison Advisors’s Hershey HSY Stock Holding History

Addison 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
Q1 		$44.3K Buy
213
+152
+249% +$32.1K 0.01% 449
2025
Q4 		$11.1K Hold
61
– – ﹤0.01% 614
2025
Q3 		$11.4K Hold
61
– – ﹤0.01% 618
2025
Q2 		$10.1K Hold
61
– – ﹤0.01% 615
2025
Q1 		$10.4K Sell
61
-11
-15% -$1.8K ﹤0.01% 574
2024
Q4 		$12.2K Hold
72
– – ﹤0.01% 564
2024
Q3 		$13.8K Sell
72
-24
-25% -$4.67K ﹤0.01% 557
2024
Q2 		$17.6K Buy
96
+51
+113% +$9.87K 0.01% 500
2024
Q1 		$8.75K Sell
45
-43
-49% -$8.29K ﹤0.01% 529
2023
Q4 		$16.4K Buy
88
+43
+96% +$8.15K 0.01% 471
2023
Q3 		$9K Hold
45
– – ﹤0.01% 495
2023
Q2 		$11.2K Sell
45
-63
-58% -$16.5K 0.01% 468
2023
Q1 		$27.5K Hold
108
– – 0.02% 359
2022
Q4 		$25K Hold
108
– – 0.02% 350
2022
Q3 		$24K Hold
108
– – 0.01% 335
2022
Q2 		$23K Hold
108
– – 0.01% 343
2022
Q1 		$23K Sell
108
-51
-32% -$10.4K 0.01% 381
2021
Q4 		$31K Buy
+159
New +$28.8K 0.02% 288

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Addison Advisors's HSY Position: Q1 2026 in Review

Addison Advisors increased its Hershey (HSY) stake by 249% in Q1 2026, buying an estimated $32.1K and bringing the position to 213 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #449.

Addison Advisors first reported a position in HSY in Q4 2021 and has held it in 18 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Addison Advisors held 213 shares of Hershey worth $44.3K as of Q1 2026.
  • Addison Advisors bought 152 Hershey shares in Q1 2026, an estimated $32.1K.
  • Hershey made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #449 holding.
  • Addison Advisors first reported a position in Hershey in Q4 2021 and has held it in 18 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.