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Caldwell Trust’s Hershey HSY Stock Holding History

Caldwell Trust’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 		$332K Hold
1,598
– – 0.03% 272
2025
Q4 		$291K Hold
1,598
– – 0.03% 282
2025
Q3 		$299K Sell
1,598
-150
-9% -$27.3K 0.03% 274
2025
Q2 		$290K Sell
1,748
-350
-17% -$57.7K 0.03% 274
2025
Q1 		$359K Buy
2,098
+250
+14% +$40.9K 0.04% 249
2024
Q4 		$313K Sell
1,848
-200
-10% -$35.9K 0.03% 263
2024
Q3 		$393K Hold
2,048
– – 0.04% 242
2024
Q2 		$376K Sell
2,048
-535
-21% -$104K 0.04% 240
2024
Q1 		$502K Sell
2,583
-402
-13% -$77.5K 0.06% 221
2023
Q4 		$557K Hold
2,985
– – 0.07% 195
2023
Q3 		$597K Hold
2,985
– – 0.08% 182
2023
Q2 		$745K Hold
2,985
– – 0.1% 165
2023
Q1 		$759K Sell
2,985
-50
-2% -$11.7K 0.11% 162
2022
Q4 		$703K Sell
3,035
-100
-3% -$23.1K 0.1% 168
2022
Q3 		$691K Hold
3,135
– – 0.1% 158
2022
Q2 		$675K Hold
3,135
– – 0.09% 163
2022
Q1 		$679K Hold
3,135
– – 0.08% 172
2021
Q4 		$607K Sell
3,135
-400
-11% -$72.4K 0.07% 192
2021
Q3 		$598K Buy
3,535
+835
+31% +$148K 0.08% 183
2021
Q2 		$470K Buy
2,700
+1,500
+125% +$253K 0.06% 196
2021
Q1 		$190K Hold
1,200
– – 0.03% 279
2020
Q4 		$183K Hold
1,200
– – 0.03% 264
2020
Q3 		$172K Hold
1,200
– – 0.03% 261
2020
Q2 		$156K Hold
1,200
– – 0.03% 272
2020
Q1 		$159K Hold
1,200
– – 0.03% 261
2019
Q4 		$176K Buy
+1,200
New +$178K 0.03% 285

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

Caldwell Trust's HSY Position: Q1 2026 in Review

Caldwell Trust held its Hershey (HSY) position steady in Q1 2026 at 1,598 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #272.

Caldwell Trust first reported a position in HSY in Q4 2019 and has held it in 26 quarters since. The position peaked at $759K in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Caldwell Trust held 1,598 shares of Hershey worth $332K as of Q1 2026.
  • Caldwell Trust left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.03% of Caldwell Trust's portfolio in Q1 2026, its #272 holding.
  • Caldwell Trust first reported a position in Hershey in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Hershey position peaked at $759K in Q1 2023.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.