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Carnegie Investment Counsel’s Hershey HSY Stock Holding History

Carnegie Investment Counsel’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 		$205K Buy
+987
New +$208K ﹤0.01% 543
2024
Q4 		– Sell
-20,730
Closed -$3.98M – 470
2024
Q3 		$3.98M Buy
20,730
+7,835
+61% +$1.52M 0.12% 156
2024
Q2 		$2.37M Buy
12,895
+2,639
+26% +$511K 0.07% 185
2024
Q1 		$1.99M Buy
10,256
+5,705
+125% +$1.1M 0.06% 212
2023
Q4 		$848K Buy
+4,551
New +$862K 0.03% 298
2018
Q3 		– Sell
-2,150
Closed -$212K – 359
2018
Q2 		$212K Sell
2,150
-45
-2% -$4.2K 0.02% 357
2018
Q1 		$203K Sell
2,195
-921
-30% -$95.1K 0.02% 352
2017
Q4 		$309K Buy
3,116
+916
+42% +$101K 0.03% 325
2017
Q3 		$240K Hold
2,200
– – 0.03% 319
2017
Q2 		$232K Hold
2,200
– – 0.03% 319
2017
Q1 		$235K Sell
2,200
-133
-6% -$14.3K 0.03% 307
2016
Q4 		$243K Buy
+2,333
New +$230K 0.03% 291
2015
Q2 		– Sell
-2,350
Closed -$236K – 289
2015
Q1 		$236K Buy
2,350
+200
+9% +$20.9K 0.04% 265
2014
Q4 		$227K Hold
2,150
– – 0.04% 258
2014
Q3 		$205K Sell
2,150
-200
-9% -$18.5K 0.04% 280
2014
Q2 		$229K Buy
+2,350
New +$230K 0.05% 213

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

Carnegie Investment Counsel's HSY Position: Q1 2026 in Review

Carnegie Investment Counsel opened a new position in Hershey (HSY) in Q1 2026: 987 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Carnegie Investment Counsel previously reported a position in HSY as recently as Q3 2024.

Carnegie Investment Counsel first reported a position in HSY in Q2 2014 and has held it in 16 quarters since. The position peaked at $3.98M in Q3 2024. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Carnegie Investment Counsel held 987 shares of Hershey worth $205K as of Q1 2026.
  • Hershey was a new Carnegie Investment Counsel position in Q1 2026.
  • Hershey made up ﹤0.01% of Carnegie Investment Counsel's portfolio in Q1 2026, its #543 holding.
  • Carnegie Investment Counsel first reported a position in Hershey in Q2 2014 and has held it in 16 quarters since.
  • Carnegie Investment Counsel's Hershey position peaked at $3.98M in Q3 2024.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Carnegie Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.