Carson Wealth (CWM LLC)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.72M | Sell |
22,700
-2,257
| -9% | -$476K | 0.01% | 839 |
|
|
2025
Q4 | $4.54M | Sell |
24,957
-1,854
| -7% | -$339K | 0.01% | 824 |
|
|
2025
Q3 | $5.01M | Sell |
26,811
-1,172
| -4% | -$213K | 0.02% | 714 |
|
|
2025
Q2 | $4.64M | Buy |
27,983
+19,855
| +244% | +$3.27M | 0.02% | 608 |
|
|
2025
Q1 | $1.39M | Buy |
8,128
+1,075
| +15% | +$176K | 0.01% | 979 |
|
|
2024
Q4 | $1.19M | Sell |
7,053
-987
| -12% | -$177K | 0.01% | 995 |
|
|
2024
Q3 | $1.54M | Sell |
8,040
-2,406
| -23% | -$468K | 0.01% | 821 |
|
|
2024
Q2 | $1.92M | Buy |
10,446
+1,630
| +18% | +$315K | 0.01% | 657 |
|
|
2024
Q1 | $1.72M | Buy |
8,816
+131
| +2% | +$25.3K | 0.01% | 669 |
|
|
2023
Q4 | $1.62M | Sell |
8,685
-940
| -10% | -$178K | 0.01% | 629 |
|
|
2023
Q3 | $1.93M | Buy |
9,625
+1,347
| +16% | +$302K | 0.01% | 552 |
|
|
2023
Q2 | $2.07M | Buy |
8,278
+2,865
| +53% | +$751K | 0.01% | 513 |
|
|
2023
Q1 | $1.38M | Buy |
5,413
+1,312
| +32% | +$308K | 0.01% | 566 |
|
|
2022
Q4 | $950K | Buy |
4,101
+640
| +18% | +$148K | 0.01% | 634 |
|
|
2022
Q3 | $763K | Buy |
3,461
+120
| +4% | +$26.9K | 0.01% | 625 |
|
|
2022
Q2 | $719K | Buy |
3,341
+947
| +40% | +$206K | 0.01% | 649 |
|
|
2022
Q1 | $519K | Buy |
2,394
+253
| +12% | +$51.4K | ﹤0.01% | 722 |
|
|
2021
Q4 | $414K | Buy |
+2,141
| New | +$388K | ﹤0.01% | 780 |
|
|
2021
Q2 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 809 |
|
|
2021
Q1 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 809 |
|
|
2020
Q4 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 809 |
|
|
2020
Q3 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 809 |
|
|
2020
Q2 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 809 |
|
|
2020
Q1 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 809 |
|
|
2019
Q4 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 809 |
|
|
2019
Q3 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 809 |
|
|
2019
Q2 | $270K | Hold |
1,550
| – | – | ﹤0.01% | 809 |
|
|
2019
Q1 | $270K | Buy |
1,550
+998
| +181% | +$109K | ﹤0.01% | 809 |
|
|
2018
Q4 | $59K | Buy |
552
+487
| +749% | +$51.8K | ﹤0.01% | 842 |
|
|
2018
Q3 | $7K | Buy |
65
+10
| +18% | +$988 | ﹤0.01% | 1248 |
|
|
2018
Q2 | $5K | Sell |
55
-23
| -29% | -$2.15K | ﹤0.01% | 1194 |
|
|
2018
Q1 | $8K | Buy |
78
+1
| +1% | +$103 | ﹤0.01% | 893 |
|
|
2017
Q4 | $9K | Sell |
77
-18
| -19% | -$1.98K | ﹤0.01% | 913 |
|
|
2017
Q3 | $10K | Sell |
95
-4
| -4% | -$426 | ﹤0.01% | 888 |
|
|
2017
Q2 | $11K | Buy |
99
+37
| +60% | +$4.08K | ﹤0.01% | 759 |
|
|
2017
Q1 | $7K | Buy |
+62
| New | +$6.65K | ﹤0.01% | 819 |
|
Other funds holding HSY
VCM
VPM
Carson Wealth (CWM LLC)'s HSY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Hershey (HSY) stake by 9% in Q1 2026, selling an estimated $476K and leaving 22,700 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #839.
Carson Wealth (CWM LLC) first reported a position in HSY in Q1 2017 and has held it in 36 quarters since. The position peaked at $5.01M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- Carson Wealth (CWM LLC) held 22,700 shares of Hershey worth $4.72M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 2,257 Hershey shares in Q1 2026, an estimated $476K.
- Hershey made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #839 holding.
- Carson Wealth (CWM LLC) first reported a position in Hershey in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Hershey position peaked at $5.01M in Q3 2025.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.