BCGM Wealth Management’s Hershey HSY Stock Holding History

BCGM 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	$283K	Buy	1,362 +9	+0.7%	+$1.9K	0.07%	155
2025 Q4	$246K	Buy	1,353 +9	+0.7%	+$1.65K	0.06%	161
2025 Q3	$251K	Buy	1,344 +10	+0.7%	+$1.82K	0.07%	157
2025 Q2	$221K	Buy	1,334 +11	+0.8%	+$1.81K	0.06%	156
2025 Q1	$226K	Buy	1,323 +10	+0.8%	+$1.64K	0.07%	147
2024 Q4	$222K	Buy	1,313 +10	+0.8%	+$1.79K	0.07%	146
2024 Q3	$250K	Buy	1,303 +9	+0.7%	+$1.75K	0.08%	138
2024 Q2	$238K	Buy	1,294 +9	+0.7%	+$1.74K	0.08%	141
2024 Q1	$250K	Buy	1,285 +9	+0.7%	+$1.74K	0.09%	130
2023 Q4	$238K	Buy	1,276 +9	+0.7%	+$1.71K	0.1%	121
2023 Q3	$254K	Hold	1,267	–	–	0.12%	106
2023 Q2	$316K	Buy	+1,267	New	+$332K	0.14%	93
2023 Q1	–	Sell	-1,257	Closed	-$291K	–	102
2022 Q4	$291K	Buy	1,257 +5	+0.4%	+$1.15K	0.14%	91
2022 Q3	$294K	Buy	1,252 +6	+0.5%	+$1.34K	0.15%	90
2022 Q2	$284K	Buy	1,246 +6	+0.5%	+$1.31K	0.14%	87
2022 Q1	$280K	Buy	1,240 +5	+0.4%	+$1.02K	0.15%	89
2021 Q4	$239K	Buy	1,235 +6	+0.5%	+$1.09K	0.13%	98
2021 Q3	$216K	Buy	1,229 +4	+0.3%	+$707	0.12%	94
2021 Q2	$219K	Buy	+1,225	New	+$206K	0.13%	93

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

BCGM Wealth Management's HSY Position: Q1 2026 in Review

BCGM Wealth Management increased its Hershey (HSY) stake by 0.67% in Q1 2026, buying an estimated $1.9K and bringing the position to 1,362 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #155.

BCGM Wealth Management first reported a position in HSY in Q2 2021 and has held it in 19 quarters since. The position peaked at $316K in Q2 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

BCGM Wealth Management held 1,362 shares of Hershey worth $283K as of Q1 2026.
BCGM Wealth Management bought 9 Hershey shares in Q1 2026, an estimated $1.9K.
Hershey made up 0.07% of BCGM Wealth Management's portfolio in Q1 2026, its #155 holding.
BCGM Wealth Management first reported a position in Hershey in Q2 2021 and has held it in 19 quarters since.
BCGM Wealth Management's Hershey position peaked at $316K in Q2 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.