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Brinker Capital Investments’s Hershey HSY Stock Holding History

Brinker Capital Investments’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 		$4.3M Sell
20,702
-1,582
-7% -$334K 0.04% 412
2025
Q4 		$4.06M Sell
22,284
-1,491
-6% -$273K 0.03% 521
2025
Q3 		$4.45M Sell
23,775
-3,828
-14% -$696K 0.03% 468
2025
Q2 		$4.58M Buy
27,603
+2,183
+9% +$360K 0.04% 427
2025
Q1 		$4.35M Buy
25,420
+3,439
+16% +$563K 0.04% 389
2024
Q4 		$3.72M Sell
21,981
-736
-3% -$132K 0.04% 416
2024
Q3 		$4.36M Sell
22,717
-132
-0.6% -$25.7K 0.04% 374
2024
Q2 		$4.2M Buy
22,849
+10,377
+83% +$2.01M 0.04% 357
2024
Q1 		$2.43M Buy
12,472
+3,052
+32% +$589K 0.03% 569
2023
Q4 		$1.8M Sell
9,420
-201
-2% -$38.1K 0.02% 678
2023
Q3 		$1.93M Sell
9,621
-2,851
-23% -$638K 0.02% 625
2023
Q2 		$3.11M Buy
12,472
+3,229
+35% +$847K 0.03% 473
2023
Q1 		$2.35M Buy
9,243
+5,737
+164% +$1.35M 0.03% 529
2022
Q4 		$812K Sell
3,506
-26
-0.7% -$5.99K 0.02% 801
2022
Q3 		$779K Buy
3,532
+71
+2% +$15.9K 0.02% 797
2022
Q2 		$745K Sell
3,461
-31
-0.9% -$6.76K 0.01% 845
2022
Q1 		$757K Buy
3,492
+30
+0.9% +$6.09K 0.01% 894
2021
Q4 		$670K Buy
3,462
+1,441
+71% +$261K 0.01% 971
2021
Q3 		$352K Hold
2,021
– – 0.01% 1085
2021
Q2 		$352K Buy
+2,021
New +$340K ﹤0.01% 1139
2020
Q1 		– Sell
-200
Closed -$29K – 496
2019
Q4 		$29K Buy
+200
New +$29.7K ﹤0.01% 468
2017
Q3 		– Sell
-100
Closed -$11K – 587
2017
Q2 		$11K Buy
+100
New +$11K ﹤0.01% 397

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brinker Capital Investments's HSY Position: Q1 2026 in Review

Brinker Capital Investments reduced its Hershey (HSY) stake by 7.1% in Q1 2026, selling an estimated $334K and leaving 20,702 shares worth $4.3M. The position accounts for 0.04% of the portfolio, ranked #412.

Brinker Capital Investments first reported a position in HSY in Q2 2017 and has held it in 22 quarters since. The position peaked at $4.58M in Q2 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Brinker Capital Investments held 20,702 shares of Hershey worth $4.3M as of Q1 2026.
  • Brinker Capital Investments sold 1,582 Hershey shares in Q1 2026, an estimated $334K.
  • Hershey made up 0.04% of Brinker Capital Investments's portfolio in Q1 2026, its #412 holding.
  • Brinker Capital Investments first reported a position in Hershey in Q2 2017 and has held it in 22 quarters since.
  • Brinker Capital Investments's Hershey position peaked at $4.58M in Q2 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.