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BankPlus Trust Department’s Hershey HSY Stock Holding History

BankPlus Trust Department’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 		$106K Buy
+509
New +$107K 0.03% 218
2025
Q1 		– Sell
-8
Closed -$1.35K – 495
2024
Q4 		$1.35K Buy
+8
New +$1.44K ﹤0.01% 420

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

BankPlus Trust Department's HSY Position: Q1 2026 in Review

BankPlus Trust Department opened a new position in Hershey (HSY) in Q1 2026: 509 shares worth $106K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings. This is a return to the name: BankPlus Trust Department previously reported a position in HSY as recently as Q4 2024.

BankPlus Trust Department first reported a position in HSY in Q4 2024 and has held it in 2 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • BankPlus Trust Department held 509 shares of Hershey worth $106K as of Q1 2026.
  • Hershey was a new BankPlus Trust Department position in Q1 2026.
  • Hershey made up 0.03% of BankPlus Trust Department's portfolio in Q1 2026, its #218 holding.
  • BankPlus Trust Department first reported a position in Hershey in Q4 2024 and has held it in 2 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.