AI
HSY icon

Atria Investments’s Hershey HSY Stock Holding History

Atria Investments’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 		$3.75M Buy
18,014
+676
+4% +$143K 0.04% 461
2025
Q4 		$3.16M Buy
17,338
+291
+2% +$53.2K 0.04% 546
2025
Q3 		$3.19M Buy
17,047
+982
+6% +$178K 0.04% 551
2025
Q2 		$2.67M Buy
16,065
+3,979
+33% +$656K 0.03% 612
2025
Q1 		$2.07M Sell
12,086
-8,715
-42% -$1.43M 0.03% 690
2024
Q4 		$3.52M Sell
20,801
-16,076
-44% -$2.88M 0.04% 467
2024
Q3 		$7.07M Buy
36,877
+1,223
+3% +$238K 0.09% 259
2024
Q2 		$6.55M Buy
35,654
+3,073
+9% +$595K 0.08% 269
2024
Q1 		$6.34M Buy
32,581
+7,612
+30% +$1.47M 0.09% 275
2023
Q4 		$4.66M Buy
24,969
+4,312
+21% +$817K 0.07% 317
2023
Q3 		$4.13M Buy
20,657
+800
+4% +$179K 0.07% 332
2023
Q2 		$4.96M Buy
19,857
+781
+4% +$205K 0.09% 263
2023
Q1 		$4.85M Buy
19,076
+2,210
+13% +$519K 0.09% 272
2022
Q4 		$3.91M Buy
16,866
+425
+3% +$98K 0.08% 307
2022
Q3 		$3.63M Sell
16,441
-3,170
-16% -$710K 0.08% 300
2022
Q2 		$4.22M Sell
19,611
-4,005
-17% -$873K 0.09% 274
2022
Q1 		$5.12M Sell
23,616
-3
-0% -$609 0.09% 280
2021
Q4 		$4.57M Buy
23,619
+471
+2% +$85.3K 0.08% 307
2021
Q3 		$3.92M Buy
23,148
+415
+2% +$73.3K 0.07% 320
2021
Q2 		$3.96M Buy
22,733
+1,970
+9% +$332K 0.08% 293
2021
Q1 		$3.28M Buy
20,763
+3,002
+17% +$452K 0.07% 312
2020
Q4 		$2.71M Buy
17,761
+2,207
+14% +$327K 0.07% 328
2020
Q3 		$2.23M Buy
+15,554
New +$2.21M 0.07% 314
2020
Q1 		– Sell
-4,855
Closed -$714K – 820
2019
Q4 		$714K Buy
4,855
+785
+19% +$116K 0.02% 660
2019
Q3 		$631K Sell
4,070
-147
-3% -$22.2K 0.02% 529
2019
Q2 		$653K Buy
4,217
+1,322
+46% +$168K 0.02% 509
2019
Q1 		$332K Sell
2,895
-6,725
-70% -$732K 0.01% 661
2018
Q4 		$1.03M Sell
9,620
-476
-5% -$50.6K 0.05% 293
2018
Q3 		$1.03M Sell
10,096
-530
-5% -$52.4K 0.04% 385
2018
Q2 		$989K Buy
10,626
+1,517
+17% +$141K 0.04% 376
2018
Q1 		$901K Sell
9,109
-163
-2% -$16.8K 0.04% 365
2017
Q4 		$1.05M Buy
9,272
+3,468
+60% +$382K 0.05% 331
2017
Q3 		$634K Buy
5,804
+2,288
+65% +$244K 0.03% 412
2017
Q2 		$378K Buy
3,516
+2
+0.1% +$221 0.02% 494
2017
Q1 		$384K Buy
+3,514
New +$377K 0.03% 453
2016
Q2 		– Sell
-2,258
Closed -$208K – 484
2016
Q1 		$208K Sell
2,258
-219
-9% -$19.5K 0.02% 408
2015
Q4 		$210K Buy
+2,477
New +$222K 0.02% 377
2013
Q3 		– Sell
-4,539
Closed -$405K – 458
2013
Q2 		$405K Buy
+4,539
New +$401K 0.05% 223

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

Atria Investments's HSY Position: Q1 2026 in Review

Atria Investments increased its Hershey (HSY) stake by 3.9% in Q1 2026, buying an estimated $143K and bringing the position to 18,014 shares worth $3.75M. The position accounts for 0.04% of the portfolio, ranked #461.

Atria Investments first reported a position in HSY in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.07M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Atria Investments held 18,014 shares of Hershey worth $3.75M as of Q1 2026.
  • Atria Investments bought 676 Hershey shares in Q1 2026, an estimated $143K.
  • Hershey made up 0.04% of Atria Investments's portfolio in Q1 2026, its #461 holding.
  • Atria Investments first reported a position in Hershey in Q2 2013 and has held it in 38 quarters since.
  • Atria Investments's Hershey position peaked at $7.07M in Q3 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.