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Advisors Capital Management’s Hershey HSY Stock Holding History

Advisors Capital 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 		$17.9M Buy
85,903
+2,615
+3% +$551K 0.21% 135
2025
Q4 		$15.2M Buy
83,288
+78,313
+1,574% +$14.3M 0.18% 141
2025
Q3 		$931K Sell
4,975
-139
-3% -$25.3K 0.01% 322
2025
Q2 		$849K Buy
5,114
+167
+3% +$27.5K 0.01% 314
2025
Q1 		$846K Buy
4,947
+503
+11% +$82.4K 0.01% 303
2024
Q4 		$753K Sell
4,444
-1,111
-20% -$199K 0.01% 328
2024
Q3 		$1.06M Sell
5,555
-73
-1% -$14.2K 0.02% 285
2024
Q2 		$1.03M Sell
5,628
-2,396
-30% -$464K 0.02% 291
2024
Q1 		$1.56M Buy
+8,024
New +$1.55M 0.03% 261
2015
Q3 		– Sell
-2,818
Closed -$250K – 160
2015
Q2 		$250K Buy
+2,818
New +$266K 0.03% 156

Other funds holding HSY

BlackRock
BlackRock New York $5.7T 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 $528B 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