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CBIZ Investment Advisory Services’s Hershey HSY Stock Holding History

CBIZ Investment Advisory 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
-11
Closed -$2K – 571
2025
Q4 		$2K Sell
11
-3
-21% -$548 ﹤0.01% 644
2025
Q3 		$2.62K Sell
14
-92
-87% -$16.7K ﹤0.01% 538
2025
Q2 		$17.6K Sell
106
-1
-0.9% -$165 ﹤0.01% 282
2025
Q1 		$18.3K Buy
107
+7
+7% +$1.15K ﹤0.01% 248
2024
Q4 		$16.9K Hold
100
– – ﹤0.01% 235
2024
Q3 		$19.2K Hold
100
– – ﹤0.01% 196
2024
Q2 		$18.4K Hold
100
– – ﹤0.01% 177
2024
Q1 		$19.4K Buy
+100
New +$19.3K ﹤0.01% 183
2021
Q3 		– Hold
0
– – – 72
2021
Q2 		– Hold
0
– – – 67
2021
Q1 		– Hold
0
– – – 61
2020
Q4 		– Hold
0
– – – 65
2020
Q3 		– Hold
0
– – – 70
2020
Q2 		– Hold
0
– – – 78
2020
Q1 		– Hold
0
– – – 87
2019
Q4 		– Hold
0
– – – 92

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

CBIZ Investment Advisory Services's HSY Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Hershey (HSY) in Q1 2026, closing a stake of 11 shares — an estimated $2K sold.

CBIZ Investment Advisory Services first reported a position in HSY in Q1 2024 and held it in 8 quarters. The position peaked at $19.4K in Q1 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 11 Hershey shares in Q1 2026, an estimated $2K.
  • CBIZ Investment Advisory Services first reported a position in Hershey in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Hershey position peaked at $19.4K in Q1 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.