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Ascent Group’s Hershey HSY Stock Holding History

Ascent Group’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 		$585K Sell
2,816
-124
-4% -$26.2K 0.02% 466
2025
Q4 		$535K Sell
2,940
-450
-13% -$82.3K 0.02% 484
2025
Q3 		$634K Sell
3,390
-2,561
-43% -$465K 0.02% 446
2025
Q2 		$987K Buy
5,951
+4,404
+285% +$726K 0.04% 336
2025
Q1 		$265K Sell
1,547
-7,005
-82% -$1.15M 0.01% 588
2024
Q4 		$1.45M Buy
8,552
+859
+11% +$154K 0.11% 228
2024
Q3 		$1.48M Buy
+7,693
New +$1.5M 0.11% 233
2024
Q2 		– Sell
-1,365
Closed -$265K – 514
2024
Q1 		$265K Sell
1,365
-2,399
-64% -$463K 0.02% 451
2023
Q4 		$729K Sell
3,764
-1,604
-30% -$304K 0.07% 288
2023
Q3 		$1.01M Sell
5,368
-4,124
-43% -$923K 0.11% 224
2023
Q2 		$2.13M Buy
9,492
+2,327
+32% +$610K 0.23% 131
2023
Q1 		$1.82M Buy
7,165
+1,738
+32% +$408K 0.19% 157
2022
Q4 		$1.26M Buy
5,427
+248
+5% +$57.2K 0.15% 190
2022
Q3 		$1.24M Buy
5,179
+2,122
+69% +$476K 0.15% 186
2022
Q2 		$697K Buy
3,057
+1,039
+51% +$226K 0.08% 253
2022
Q1 		$437K Buy
2,018
+471
+30% +$95.7K 0.05% 333
2021
Q4 		$310K Buy
+1,547
New +$280K 0.04% 374

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

Ascent Group's HSY Position: Q1 2026 in Review

Ascent Group reduced its Hershey (HSY) stake by 4.2% in Q1 2026, selling an estimated $26.2K and leaving 2,816 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #466.

Ascent Group first reported a position in HSY in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.13M in Q2 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Ascent Group held 2,816 shares of Hershey worth $585K as of Q1 2026.
  • Ascent Group sold 124 Hershey shares in Q1 2026, an estimated $26.2K.
  • Hershey made up 0.02% of Ascent Group's portfolio in Q1 2026, its #466 holding.
  • Ascent Group first reported a position in Hershey in Q4 2021 and has held it in 17 quarters since.
  • Ascent Group's Hershey position peaked at $2.13M in Q2 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.