AWA
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Arete Wealth Advisors’s Hershey HSY Stock Holding History

Arete Wealth 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 		– Sell
-3,963
Closed -$721K – 492
2025
Q4 		$721K Sell
3,963
-7
-0.2% -$1.28K 0.04% 352
2025
Q3 		$740K Buy
3,970
+160
+4% +$29.1K 0.05% 342
2025
Q2 		$632K Sell
3,810
-1,053
-22% -$174K 0.04% 352
2025
Q1 		$832K Buy
4,863
+160
+3% +$26.2K 0.06% 272
2024
Q4 		$795K Buy
4,703
+1,115
+31% +$200K 0.06% 301
2024
Q3 		$688K Buy
3,588
+1,735
+94% +$337K 0.06% 291
2024
Q2 		$340K Buy
+1,853
New +$359K 0.03% 506
2023
Q2 		– Sell
-1,005
Closed -$256K – 707
2023
Q1 		$256K Sell
1,005
-173
-15% -$40.6K 0.02% 517
2022
Q4 		$273M Buy
1,178
+209
+22% +$48.2K 0.02% 481
2022
Q3 		$214K Buy
+969
New +$217K 0.02% 506

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

Arete Wealth Advisors's HSY Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Hershey (HSY) in Q1 2026, closing a stake of 3,963 shares — an estimated $721K sold.

Arete Wealth Advisors first reported a position in HSY in Q3 2022 and held it in 10 quarters. The position peaked at $273M in Q4 2022. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,963 Hershey shares in Q1 2026, an estimated $721K.
  • Arete Wealth Advisors first reported a position in Hershey in Q3 2022 and held it in 10 quarters.
  • Arete Wealth Advisors's Hershey position peaked at $273M in Q4 2022.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.