BOK Financial Private Wealth’s Hershey HSY Stock Holding History

BOK Financial 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	$68.6K	Hold	330	–	–	﹤0.01%	243
2025 Q4	$60K	Hold	330	–	–	﹤0.01%	266
2025 Q3	$61.7K	Hold	330	–	–	﹤0.01%	235
2025 Q2	$54.7K	Sell	330 -41	-11%	-$6.76K	﹤0.01%	242
2025 Q1	$63.4K	Buy	371 +41	+12%	+$6.71K	﹤0.01%	243
2024 Q4	$55.8K	Hold	330	–	–	﹤0.01%	255
2024 Q3	$63.2K	Hold	330	–	–	﹤0.01%	243
2024 Q2	$60.6K	Hold	330	–	–	﹤0.01%	237
2024 Q1	$64.1K	Hold	330	–	–	﹤0.01%	236
2023 Q4	$61.5K	Hold	330	–	–	0.01%	224
2023 Q3	$66K	Hold	330	–	–	0.01%	211
2023 Q2	$82.3K	Buy	+330	New	+$86.6K	0.01%	201

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

BOK Financial Private Wealth's HSY Position: Q1 2026 in Review

BOK Financial Private Wealth held its Hershey (HSY) position steady in Q1 2026 at 330 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

BOK Financial Private Wealth first reported a position in HSY in Q2 2023 and has held it in 12 quarters since. The position peaked at $82.3K in Q2 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

BOK Financial Private Wealth held 330 shares of Hershey worth $68.6K as of Q1 2026.
BOK Financial Private Wealth left its Hershey share count unchanged in Q1 2026.
Hershey made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #243 holding.
BOK Financial Private Wealth first reported a position in Hershey in Q2 2023 and has held it in 12 quarters since.
BOK Financial Private Wealth's Hershey position peaked at $82.3K in Q2 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.