Beaton Management Company’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $288K | Hold |
1,384
| – | – | 0.13% | 122 |
|
|
2025
Q4 | $252K | Hold |
1,384
| – | – | 0.11% | 129 |
|
|
2025
Q3 | $259K | Hold |
1,384
| – | – | 0.12% | 123 |
|
|
2025
Q2 | $230K | Hold |
1,384
| – | – | 0.11% | 127 |
|
|
2025
Q1 | $237K | Sell |
1,384
-125
| -8% | -$20.5K | 0.12% | 121 |
|
|
2024
Q4 | $256K | Hold |
1,509
| – | – | 0.13% | 118 |
|
|
2024
Q3 | $289K | Hold |
1,509
| – | – | 0.15% | 112 |
|
|
2024
Q2 | $277K | Hold |
1,509
| – | – | 0.15% | 113 |
|
|
2024
Q1 | $294K | Hold |
1,509
| – | – | 0.16% | 113 |
|
|
2023
Q4 | $281K | Hold |
1,509
| – | – | 0.17% | 114 |
|
|
2023
Q3 | $302K | Hold |
1,509
| – | – | 0.2% | 102 |
|
|
2023
Q2 | $377K | Hold |
1,509
| – | – | 0.24% | 91 |
|
|
2023
Q1 | $384K | Hold |
1,509
| – | – | 0.26% | 88 |
|
|
2022
Q4 | $349K | Hold |
1,509
| – | – | 0.23% | 97 |
|
|
2022
Q3 | $333K | Hold |
1,509
| – | – | 0.25% | 93 |
|
|
2022
Q2 | $325K | Hold |
1,509
| – | – | 0.23% | 96 |
|
|
2022
Q1 | $327K | Hold |
1,509
| – | – | 0.2% | 107 |
|
|
2021
Q4 | $292K | Hold |
1,509
| – | – | 0.17% | 115 |
|
|
2021
Q3 | $255K | Hold |
1,509
| – | – | 0.17% | 123 |
|
|
2021
Q2 | $263K | Hold |
1,509
| – | – | 0.17% | 123 |
|
|
2021
Q1 | $239K | Hold |
1,509
| – | – | 0.17% | 122 |
|
|
2020
Q4 | $230K | Hold |
1,509
| – | – | 0.17% | 119 |
|
|
2020
Q3 | $216K | Buy |
+1,509
| New | +$214K | 0.18% | 111 |
|
|
2020
Q1 | – | Sell |
-1,709
| Closed | -$251K | – | 116 |
|
|
2019
Q4 | $251K | Sell |
1,709
-1,000
| -37% | -$148K | 0.2% | 107 |
|
|
2019
Q3 | $420K | Sell |
2,709
-35
| -1% | -$5.29K | 0.34% | 80 |
|
|
2019
Q2 | $368K | Hold |
2,744
| – | – | 0.31% | 84 |
|
|
2019
Q1 | $315K | Hold |
2,744
| – | – | 0.27% | 90 |
|
|
2018
Q4 | $294K | Sell |
2,744
-100
| -4% | -$10.6K | 0.29% | 85 |
|
|
2018
Q3 | $290K | Hold |
2,844
| – | – | 0.24% | 102 |
|
|
2018
Q2 | $265K | Sell |
2,844
-210
| -7% | -$19.6K | 0.24% | 103 |
|
|
2018
Q1 | $302K | Buy |
3,054
+909
| +42% | +$93.9K | 0.28% | 92 |
|
|
2017
Q4 | $243K | Sell |
2,145
-355
| -14% | -$39.1K | 0.22% | 104 |
|
|
2017
Q3 | $273K | Hold |
2,500
| – | – | 0.26% | 97 |
|
|
2017
Q2 | $268K | Buy |
+2,500
| New | +$276K | 0.27% | 97 |
|
Other funds holding HSY
VCM
VPM
Beaton Management Company's HSY Position: Q1 2026 in Review
Beaton Management Company held its Hershey (HSY) position steady in Q1 2026 at 1,384 shares worth $288K. The position accounts for 0.13% of the portfolio, ranked #122.
Beaton Management Company first reported a position in HSY in Q2 2017 and has held it in 34 quarters since. The position peaked at $420K in Q3 2019. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- Beaton Management Company held 1,384 shares of Hershey worth $288K as of Q1 2026.
- Beaton Management Company left its Hershey share count unchanged in Q1 2026.
- Hershey made up 0.13% of Beaton Management Company's portfolio in Q1 2026, its #122 holding.
- Beaton Management Company first reported a position in Hershey in Q2 2017 and has held it in 34 quarters since.
- Beaton Management Company's Hershey position peaked at $420K in Q3 2019.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.