Bradley Foster & Sargent’s Hershey HSY Stock Holding History

Bradley Foster & Sargent’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	$1.68M	Sell	8,079 -725	-8%	-$153K	0.03%	243
2025 Q4	$1.6M	Buy	8,804 +32	+0.4%	+$5.85K	0.02%	245
2025 Q3	$1.64M	Sell	8,772 -520	-6%	-$94.5K	0.02%	242
2025 Q2	$1.54M	Buy	9,292 +4,140	+80%	+$682K	0.02%	249
2025 Q1	$881K	Buy	5,152 +189	+4%	+$30.9K	0.02%	285
2024 Q4	$840K	Sell	4,963 -1,924	-28%	-$345K	0.01%	295
2024 Q3	$1.32M	Buy	6,887 +20	+0.3%	+$3.89K	0.02%	252
2024 Q2	$1.26M	Sell	6,867 -18,117	-73%	-$3.51M	0.02%	251
2024 Q1	$4.86M	Sell	24,984 -7,405	-23%	-$1.43M	0.09%	148
2023 Q4	$6.04M	Sell	32,389 -9,537	-23%	-$1.81M	0.12%	129
2023 Q3	$10.5M	Hold	41,926	–	–	0.22%	87
2023 Q2	$10.5M	Buy	41,926 +1,247	+3%	+$327K	0.22%	87
2023 Q1	$10.3M	Buy	40,679 +34,323	+540%	+$8.06M	0.25%	80
2022 Q4	$1.47M	Buy	6,356 +187	+3%	+$43.1K	0.04%	208
2022 Q3	$1.36M	Hold	6,169	–	–	0.04%	198
2022 Q2	$1.33M	Hold	6,169	–	–	0.03%	211
2022 Q1	$1.34M	Buy	6,169 +1,200	+24%	+$244K	0.03%	237
2021 Q4	$961K	Buy	4,969 +218	+5%	+$39.5K	0.02%	258
2021 Q3	$804K	Hold	4,751	–	–	0.02%	256
2021 Q2	$828K	Sell	4,751 -811	-15%	-$137K	0.02%	256
2021 Q1	$880K	Buy	5,562 +82	+1%	+$12.3K	0.02%	238
2020 Q4	$835K	Hold	5,480	–	–	0.02%	234
2020 Q3	$786K	Buy	+5,480	New	+$777K	0.02%	222
2020 Q1	$726K	Hold	5,480	–	–	0.03%	207
2019 Q4	$805K	Hold	5,480	–	–	0.02%	233
2019 Q3	$849K	Sell	5,480 -82	-1%	-$12.4K	0.03%	224
2019 Q2	$745K	Hold	5,562	–	–	0.02%	231
2019 Q1	$639K	Hold	5,562	–	–	0.02%	242
2018 Q4	$596K	Sell	5,562 -200	-3%	-$21.3K	0.02%	242
2018 Q3	$588K	Hold	5,762	–	–	0.02%	273
2018 Q2	$536K	Hold	5,762	–	–	0.02%	269
2018 Q1	$570K	Hold	5,762	–	–	0.02%	261
2017 Q4	$654K	Hold	5,762	–	–	0.02%	252
2017 Q3	$629K	Hold	5,762	–	–	0.02%	251
2017 Q2	$619K	Sell	5,762 -268	-4%	-$29.6K	0.02%	247
2017 Q1	$659K	Sell	6,030 -2,000	-25%	-$214K	0.03%	230
2016 Q4	$831K	Buy	8,030 +3,000	+60%	+$296K	0.04%	217
2016 Q3	$481K	Sell	5,030 -270	-5%	-$28.6K	0.02%	257
2016 Q2	$601K	Sell	5,300 -77	-1%	-$7.21K	0.03%	236
2016 Q1	$495K	Buy	5,377 +150	+3%	+$13.4K	0.02%	244
2015 Q4	$467K	Hold	5,227	–	–	0.02%	243
2015 Q3	$480K	Sell	5,227 -900	-15%	-$82K	0.02%	247
2015 Q2	$544K	Buy	6,127 +600	+11%	+$56.6K	0.02%	249
2015 Q1	$558K	Buy	5,527 +1,000	+22%	+$104K	0.03%	246
2014 Q4	$470K	Hold	4,527	–	–	0.02%	254
2014 Q3	$432K	Hold	4,527	–	–	0.02%	267
2014 Q2	$441K	Buy	4,527 +750	+20%	+$73.6K	0.02%	256
2014 Q1	$394K	Buy	3,777 +20	+0.5%	+$2.05K	0.02%	266
2013 Q4	$365K	Buy	3,757 +57	+2%	+$5.48K	0.02%	276
2013 Q3	$342K	Buy	3,700 +400	+12%	+$37.3K	0.02%	267
2013 Q2	$295K	Buy	+3,300	New	+$292K	0.02%	273

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

Bradley Foster & Sargent's HSY Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Hershey (HSY) stake by 8.2% in Q1 2026, selling an estimated $153K and leaving 8,079 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #243.

Bradley Foster & Sargent first reported a position in HSY in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.5M in Q3 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Bradley Foster & Sargent held 8,079 shares of Hershey worth $1.68M as of Q1 2026.
Bradley Foster & Sargent sold 725 Hershey shares in Q1 2026, an estimated $153K.
Hershey made up 0.03% of Bradley Foster & Sargent's portfolio in Q1 2026, its #243 holding.
Bradley Foster & Sargent first reported a position in Hershey in Q2 2013 and has held it in 51 quarters since.
Bradley Foster & Sargent's Hershey position peaked at $10.5M in Q3 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.