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Applied Finance Capital Management’s Hershey HSY Stock Holding History

Applied Finance 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 		$1.09M Buy
5,236
+464
+10% +$97.9K 0.08% 98
2025
Q4 		$868K Buy
4,772
+1,238
+35% +$226K 0.06% 117
2025
Q3 		$661K Sell
3,534
-503
-12% -$91.4K 0.05% 150
2025
Q2 		$670K Sell
4,037
-1,068
-21% -$176K 0.05% 172
2025
Q1 		$873K Buy
5,105
+963
+23% +$158K 0.06% 127
2024
Q4 		$701K Sell
4,142
-13
-0.3% -$2.33K 0.03% 145
2024
Q3 		$797K Buy
4,155
+256
+7% +$49.8K 0.03% 146
2024
Q2 		$717K Buy
+3,899
New +$754K 0.03% 136

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

Applied Finance Capital Management's HSY Position: Q1 2026 in Review

Applied Finance Capital Management increased its Hershey (HSY) stake by 9.7% in Q1 2026, buying an estimated $97.9K and bringing the position to 5,236 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #98.

Applied Finance Capital Management first reported a position in HSY in Q2 2024 and has held it in 8 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Applied Finance Capital Management held 5,236 shares of Hershey worth $1.09M as of Q1 2026.
  • Applied Finance Capital Management bought 464 Hershey shares in Q1 2026, an estimated $97.9K.
  • Hershey made up 0.08% of Applied Finance Capital Management's portfolio in Q1 2026, its #98 holding.
  • Applied Finance Capital Management first reported a position in Hershey in Q2 2024 and has held it in 8 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Applied Finance Capital Management's 13F filing for Q1 2026, filed 4 May 2026.