Callahan Advisors’s Hershey HSY Stock Holding History

Callahan 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 Q1	$2.94M	Hold	14,155	–	–	0.25%	75
2025 Q4	$2.58M	Sell	14,155 -1,659	-10%	-$303K	0.21%	80
2025 Q3	$2.96M	Sell	15,814 -42	-0.3%	-$7.63K	0.25%	75
2025 Q2	$2.63M	Hold	15,856	–	–	0.24%	77
2025 Q1	$2.71M	Buy	15,856 +14,087	+796%	+$2.31M	0.26%	77
2024 Q4	$300K	Buy	+1,769	New	+$317K	0.03%	142
2022 Q1	–	Sell	-2,000	Closed	-$387K	–	149
2021 Q4	$387K	Hold	2,000	–	–	0.04%	124
2021 Q3	$339K	Hold	2,000	–	–	0.04%	124
2021 Q2	$348K	Hold	2,000	–	–	0.04%	127
2021 Q1	$316K	Hold	2,000	–	–	0.04%	123
2020 Q4	$305K	Hold	2,000	–	–	0.04%	123
2020 Q3	$287K	Hold	2,000	–	–	0.05%	121
2020 Q2	$259K	Hold	2,000	–	–	0.05%	117
2020 Q1	$265K	Hold	2,000	–	–	0.06%	113
2019 Q4	$294K	Hold	2,000	–	–	0.05%	116
2019 Q3	$310K	Hold	2,000	–	–	0.05%	114
2019 Q2	$268K	Sell	2,000 -2,000	-50%	-$254K	0.05%	120
2019 Q1	$459K	Hold	4,000	–	–	0.09%	106
2018 Q4	$429K	Hold	4,000	–	–	0.09%	108
2018 Q3	$408K	Hold	4,000	–	–	0.08%	115
2018 Q2	$372K	Buy	+4,000	New	+$373K	0.07%	108
2016 Q3	–	Sell	-3,000	Closed	-$340K	–	118
2016 Q2	$340K	Hold	3,000	–	–	0.09%	94
2016 Q1	$276K	Buy	+3,000	New	+$268K	0.08%	99

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

Callahan Advisors's HSY Position: Q1 2026 in Review

Callahan Advisors held its Hershey (HSY) position steady in Q1 2026 at 14,155 shares worth $2.94M. The position accounts for 0.25% of the portfolio, ranked #75.

Callahan Advisors first reported a position in HSY in Q1 2016 and has held it in 23 quarters since. The position peaked at $2.96M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Callahan Advisors held 14,155 shares of Hershey worth $2.94M as of Q1 2026.
Callahan Advisors left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.25% of Callahan Advisors's portfolio in Q1 2026, its #75 holding.
Callahan Advisors first reported a position in Hershey in Q1 2016 and has held it in 23 quarters since.
Callahan Advisors's Hershey position peaked at $2.96M in Q3 2025.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.