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Barnes Dennig Private Wealth Management’s Hershey HSY Stock Holding History

Barnes Dennig Private Wealth Management’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
-91
Closed -$16.6K – 325
2025
Q4 		$16.6K Buy
91
+23
+34% +$4.21K 0.02% 222
2025
Q3 		$12.7K Hold
68
– – 0.01% 216
2025
Q2 		$11.3K Buy
+68
New +$11.2K 0.01% 197

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

Barnes Dennig Private Wealth Management's HSY Position: Q1 2026 in Review

Barnes Dennig Private Wealth Management sold out of Hershey (HSY) in Q1 2026, closing a stake of 91 shares — an estimated $16.6K sold.

Barnes Dennig Private Wealth Management first reported a position in HSY in Q2 2025 and held it in 3 quarters. The position peaked at $16.6K in Q4 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Barnes Dennig Private Wealth Management reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 91 Hershey shares in Q1 2026, an estimated $16.6K.
  • Barnes Dennig Private Wealth Management first reported a position in Hershey in Q2 2025 and held it in 3 quarters.
  • Barnes Dennig Private Wealth Management's Hershey position peaked at $16.6K in Q4 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.