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Annis Gardner Whiting Capital Advisors’s Hershey HSY Stock Holding History

Annis Gardner Whiting Capital 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 		$12.1K Buy
58
+9
+18% +$1.9K ﹤0.01% 839
2025
Q4 		$8.92K Sell
49
-368
-88% -$67.3K ﹤0.01% 796
2025
Q3 		$78K Buy
417
+375
+893% +$68.1K 0.02% 428
2025
Q2 		$6.97K Buy
42
+7
+20% +$1.15K ﹤0.01% 794
2025
Q1 		$5.99K Hold
35
– – ﹤0.01% 607
2024
Q4 		$5.93K Sell
35
-1
-3% -$179 ﹤0.01% 593
2024
Q3 		$6.91K Hold
36
– – ﹤0.01% 601
2024
Q2 		$6.62K Sell
36
-9
-20% -$1.74K ﹤0.01% 741
2024
Q1 		$8.76K Buy
45
+8
+22% +$1.54K ﹤0.01% 686
2023
Q4 		$6.9K Sell
37
-33
-47% -$6.25K ﹤0.01% 511
2023
Q3 		$14K Buy
+70
New +$15.7K 0.01% 434

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

Annis Gardner Whiting Capital Advisors's HSY Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Hershey (HSY) stake by 18% in Q1 2026, buying an estimated $1.9K and bringing the position to 58 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Annis Gardner Whiting Capital Advisors first reported a position in HSY in Q3 2023 and has held it in 11 quarters since. The position peaked at $78K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 58 shares of Hershey worth $12.1K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 9 Hershey shares in Q1 2026, an estimated $1.9K.
  • Hershey made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #839 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Hershey in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Hershey position peaked at $78K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.