Allen Investment Management’s Hershey HSY Stock Holding History

Allen Investment 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	$524K	Hold	2,520	–	–	0.01%	187
2025 Q4	$459K	Hold	2,520	–	–	0.01%	190
2025 Q3	$471K	Hold	2,520	–	–	0.01%	169
2025 Q2	$418K	Hold	2,520	–	–	﹤0.01%	171
2025 Q1	$431K	Hold	2,520	–	–	0.01%	171
2024 Q4	$427K	Sell	2,520 -4,000	-61%	-$717K	﹤0.01%	170
2024 Q3	$1.25M	Hold	6,520	–	–	0.01%	134
2024 Q2	$1.2M	Hold	6,520	–	–	0.01%	135
2024 Q1	$1.27M	Hold	6,520	–	–	0.02%	125
2023 Q4	$1.22M	Hold	6,520	–	–	0.02%	126
2023 Q3	$1.3M	Hold	6,520	–	–	0.02%	119
2023 Q2	$1.63M	Hold	6,520	–	–	0.02%	107
2023 Q1	$1.66M	Hold	6,520	–	–	0.03%	106
2022 Q4	$1.51M	Hold	6,520	–	–	0.02%	103
2022 Q3	$1.44M	Hold	6,520	–	–	0.02%	111
2022 Q2	$1.4M	Hold	6,520	–	–	0.02%	116
2022 Q1	$1.41M	Hold	6,520	–	–	0.02%	120
2021 Q4	$1.26M	Buy	6,520 +4,000	+159%	+$724K	0.02%	135
2021 Q3	$427K	Hold	2,520	–	–	0.01%	152
2021 Q2	$439K	Hold	2,520	–	–	0.01%	143
2021 Q1	$399K	Hold	2,520	–	–	0.01%	150
2020 Q4	$384K	Hold	2,520	–	–	0.01%	148
2020 Q3	$361K	Hold	2,520	–	–	0.01%	142
2020 Q2	$327K	Hold	2,520	–	–	0.01%	144
2020 Q1	$334K	Buy	+2,520	New	+$372K	0.01%	142

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

Allen Investment Management's HSY Position: Q1 2026 in Review

Allen Investment Management held its Hershey (HSY) position steady in Q1 2026 at 2,520 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #187.

Allen Investment Management first reported a position in HSY in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.66M in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Allen Investment Management held 2,520 shares of Hershey worth $524K as of Q1 2026.
Allen Investment Management left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.01% of Allen Investment Management's portfolio in Q1 2026, its #187 holding.
Allen Investment Management first reported a position in Hershey in Q1 2020 and has held it in 25 quarters since.
Allen Investment Management's Hershey position peaked at $1.66M in Q1 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.