BFG
HSY icon

Beacon Financial Group’s Hershey HSY Stock Holding History

Beacon Financial Group’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
-3,224
Closed -$587K – 358
2025
Q4 		$587K Sell
3,224
-682
-17% -$125K 0.06% 219
2025
Q3 		$731K Buy
3,906
+108
+3% +$19.6K 0.07% 196
2025
Q2 		$630K Buy
3,798
+49
+1% +$8.08K 0.07% 204
2025
Q1 		$641K Buy
3,749
+1,582
+73% +$259K 0.07% 192
2024
Q4 		$367K Buy
+2,167
New +$389K 0.04% 255

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Beacon Financial Group's HSY Position: Q1 2026 in Review

Beacon Financial Group sold out of Hershey (HSY) in Q1 2026, closing a stake of 3,224 shares — an estimated $587K sold.

Beacon Financial Group first reported a position in HSY in Q4 2024 and held it in 5 quarters. The position peaked at $731K in Q3 2025. 1,477 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Beacon Financial Group reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Group sold 3,224 Hershey shares in Q1 2026, an estimated $587K.
  • Beacon Financial Group first reported a position in Hershey in Q4 2024 and held it in 5 quarters.
  • Beacon Financial Group's Hershey position peaked at $731K in Q3 2025.
  • 1,477 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Beacon Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.