Blake Schutter Theil Wealth Advisors’s Hershey HSY Stock Holding History

Blake Schutter Theil Wealth Advisors’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 Q3	$230K	Buy	1,458 +63	+5%	+$11.1K	0.16%	100
2026 Q2	$245K	Sell	1,395 -73	-5%	-$13.8K	0.17%	106
2026 Q1	$305K	Sell	1,468 -2	-0.1%	-$422	0.25%	86
2025 Q4	$268K	Buy	1,470 +45	+3%	+$8.23K	0.22%	92
2025 Q3	$267K	Hold	1,425	–	–	0.26%	93
2025 Q2	$236K	Hold	1,425	–	–	0.27%	92
2025 Q1	$244K	Sell	1,425 -25	-2%	-$4.09K	0.28%	97
2024 Q4	$246K	Sell	1,450 -33	-2%	-$5.92K	0.26%	96
2024 Q3	$284K	Buy	+1,483	New	+$288K	0.2%	121

Other funds holding HSY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's HSY Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Hershey (HSY) stake by 4.5% in Q3 2026, buying an estimated $11.1K and bringing the position to 1,458 shares worth $230K. The position accounts for 0.16% of the portfolio, ranked #100.

Blake Schutter Theil Wealth Advisors first reported a position in HSY in Q3 2024 and has held it in 9 quarters since. The position peaked at $305K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 1,458 shares of Hershey worth $230K as of Q3 2026.
Blake Schutter Theil Wealth Advisors bought 63 Hershey shares in Q3 2026, an estimated $11.1K.
Hershey made up 0.16% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #100 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Hershey in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Hershey position peaked at $305K in Q1 2026.
1,015 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.