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Barrett & Company’s Hershey HSY Stock Holding History

Barrett & Company’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 		$8.31K Hold
40
– – ﹤0.01% 478
2025
Q4 		$7.28K Hold
40
– – ﹤0.01% 494
2025
Q3 		$7.48K Hold
40
– – ﹤0.01% 494
2025
Q2 		$6.64K Hold
40
– – ﹤0.01% 506
2025
Q1 		$6.84K Hold
40
– – ﹤0.01% 469
2024
Q4 		$6.77K Hold
40
– – ﹤0.01% 470
2024
Q3 		$7.67K Hold
40
– – ﹤0.01% 451
2024
Q2 		$7.35K Buy
+40
New +$7.74K ﹤0.01% 456

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

Barrett & Company's HSY Position: Q1 2026 in Review

Barrett & Company held its Hershey (HSY) position steady in Q1 2026 at 40 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Barrett & Company first reported a position in HSY in Q2 2024 and has held it in 8 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Barrett & Company held 40 shares of Hershey worth $8.31K as of Q1 2026.
  • Barrett & Company left its Hershey share count unchanged in Q1 2026.
  • Hershey made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #478 holding.
  • Barrett & Company first reported a position in Hershey in Q2 2024 and has held it in 8 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.