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Capital Group Private Client Services’s Hershey HSY Stock Holding History

Capital Group Private Client Services’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 		– Sell
-20,421
Closed -$3.72M – 268
2025
Q4 		$3.72M Sell
20,421
-657
-3% -$120K 0.06% 142
2025
Q3 		$3.94M Sell
21,078
-75,964
-78% -$13.8M 0.07% 135
2025
Q2 		$16.1M Sell
97,042
-61,019
-39% -$10.1M 0.14% 122
2025
Q1 		$27M Buy
158,061
+57,871
+58% +$9.47M 0.26% 90
2024
Q4 		$17M Buy
+100,190
New +$18M 0.16% 124

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Group Private Client Services's HSY Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Hershey (HSY) in Q1 2026, closing a stake of 20,421 shares — an estimated $3.72M sold.

Capital Group Private Client Services first reported a position in HSY in Q4 2024 and held it in 5 quarters. The position peaked at $27M in Q1 2025. 1,479 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Capital Group Private Client Services reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 20,421 Hershey shares in Q1 2026, an estimated $3.72M.
  • Capital Group Private Client Services first reported a position in Hershey in Q4 2024 and held it in 5 quarters.
  • Capital Group Private Client Services's Hershey position peaked at $27M in Q1 2025.
  • 1,479 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.