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Catalyst Funds Management’s Hershey HSY Stock Holding History

Catalyst Funds Management’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 		$1.11M Buy
+5,322
New +$1.12M 0.19% 145
2024
Q4 		– Sell
-300
Closed -$57.5K – 761
2024
Q3 		$57.5K Sell
300
-6,500
-96% -$1.26M 0.01% 735
2024
Q2 		$1.25M Buy
+6,800
New +$1.32M 0.34% 46

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

Catalyst Funds Management's HSY Position: Q1 2026 in Review

Catalyst Funds Management opened a new position in Hershey (HSY) in Q1 2026: 5,322 shares worth $1.11M. The stake represents 0.19% of the portfolio and ranks #145 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in HSY as recently as Q3 2024.

Catalyst Funds Management first reported a position in HSY in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.25M in Q2 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Catalyst Funds Management held 5,322 shares of Hershey worth $1.11M as of Q1 2026.
  • Hershey was a new Catalyst Funds Management position in Q1 2026.
  • Hershey made up 0.19% of Catalyst Funds Management's portfolio in Q1 2026, its #145 holding.
  • Catalyst Funds Management first reported a position in Hershey in Q2 2024 and has held it in 3 quarters since.
  • Catalyst Funds Management's Hershey position peaked at $1.25M in Q2 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.