AFW
HSY icon

Avantra Family Wealth’s Hershey HSY Stock Holding History

Avantra Family Wealth’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 		$307K Buy
1,475
+2
+0.1% +$422 0.23% 126
2025
Q4 		$268K Sell
1,473
-69
-4% -$12.6K 0.19% 132
2025
Q3 		$288K Buy
1,542
+2
+0.1% +$363 0.22% 127
2025
Q2 		$256K Buy
1,540
+1
+0.1% +$165 0.21% 117
2025
Q1 		$263K Buy
1,539
+2
+0.1% +$327 0.25% 129
2024
Q4 		$260K Buy
+1,537
New +$276K 0.24% 129

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

Avantra Family Wealth's HSY Position: Q1 2026 in Review

Avantra Family Wealth increased its Hershey (HSY) stake by 0.14% in Q1 2026, buying an estimated $422 and bringing the position to 1,475 shares worth $307K. The position accounts for 0.23% of the portfolio, ranked #126.

Avantra Family Wealth first reported a position in HSY in Q4 2024 and has held it in 6 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Avantra Family Wealth held 1,475 shares of Hershey worth $307K as of Q1 2026.
  • Avantra Family Wealth bought 2 Hershey shares in Q1 2026, an estimated $422.
  • Hershey made up 0.23% of Avantra Family Wealth's portfolio in Q1 2026, its #126 holding.
  • Avantra Family Wealth first reported a position in Hershey in Q4 2024 and has held it in 6 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.