Basepoint Wealth’s Hershey HSY Stock Holding History

Basepoint 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	$11.3K	Buy	54 +12	+29%	+$2.53K	0.01%	387
2025 Q4	$7.66K	Buy	+42	New	+$7.68K	﹤0.01%	421

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Basepoint Wealth's HSY Position: Q1 2026 in Review

Basepoint Wealth increased its Hershey (HSY) stake by 29% in Q1 2026, buying an estimated $2.53K and bringing the position to 54 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #387.

Basepoint Wealth first reported a position in HSY in Q4 2025 and has held it in 2 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Basepoint Wealth held 54 shares of Hershey worth $11.3K as of Q1 2026.
Basepoint Wealth bought 12 Hershey shares in Q1 2026, an estimated $2.53K.
Hershey made up 0.01% of Basepoint Wealth's portfolio in Q1 2026, its #387 holding.
Basepoint Wealth first reported a position in Hershey in Q4 2025 and has held it in 2 quarters since.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.