Beverly Hills Private Wealth’s Hershey HSY Stock Holding History

Beverly Hills Private 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	$272K	Sell	1,309 -255	-16%	-$53.8K	0.05%	284
2025 Q4	$285K	Hold	1,564	–	–	0.05%	267
2025 Q3	$293K	Hold	1,564	–	–	0.05%	273
2025 Q2	$260K	Hold	1,564	–	–	0.05%	293
2025 Q1	$267K	Buy	1,564 +6	+0.4%	+$982	0.05%	290
2024 Q4	$264K	Buy	1,558 +4	+0.3%	+$717	0.05%	280
2024 Q3	$298K	Buy	1,554 +4	+0.3%	+$778	0.06%	271
2024 Q2	$285K	Buy	1,550 +4	+0.3%	+$774	0.06%	281
2024 Q1	$301K	Buy	1,546 +4	+0.3%	+$772	0.07%	275
2023 Q4	$288K	Sell	1,542 -21	-1%	-$3.98K	0.08%	263
2023 Q3	$313K	Buy	1,563 +9	+0.6%	+$2.02K	0.09%	222
2023 Q2	$355K	Buy	1,554 +25	+2%	+$6.56K	0.06%	273
2023 Q1	$389K	Buy	1,529 +68	+5%	+$16K	0.12%	185
2022 Q4	$338K	Buy	+1,461	New	+$337K	0.15%	159

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

Beverly Hills Private Wealth's HSY Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Hershey (HSY) stake by 16% in Q1 2026, selling an estimated $53.8K and leaving 1,309 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #284.

Beverly Hills Private Wealth first reported a position in HSY in Q4 2022 and has held it in 14 quarters since. The position peaked at $389K in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Beverly Hills Private Wealth held 1,309 shares of Hershey worth $272K as of Q1 2026.
Beverly Hills Private Wealth sold 255 Hershey shares in Q1 2026, an estimated $53.8K.
Hershey made up 0.05% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #284 holding.
Beverly Hills Private Wealth first reported a position in Hershey in Q4 2022 and has held it in 14 quarters since.
Beverly Hills Private Wealth's Hershey position peaked at $389K in Q1 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.