Chevy Chase Trust
HSY icon

Chevy Chase Trust’s Hershey HSY Stock Holding History

Chevy Chase Trust’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 		$15.8M Sell
75,949
-2,826
-4% -$596K 0.05% 310
2025
Q4 		$14.3M Sell
78,775
-540
-0.7% -$98.7K 0.04% 332
2025
Q3 		$14.8M Sell
79,315
-2,794
-3% -$508K 0.04% 324
2025
Q2 		$13.6M Buy
82,109
+626
+0.8% +$103K 0.04% 337
2025
Q1 		$13.9M Sell
81,483
-1,077
-1% -$176K 0.04% 325
2024
Q4 		$14M Sell
82,560
-1,852
-2% -$332K 0.04% 340
2024
Q3 		$16.2M Sell
84,412
-1,494
-2% -$290K 0.05% 313
2024
Q2 		$15.8M Sell
85,906
-2,453
-3% -$475K 0.05% 305
2024
Q1 		$17.2M Sell
88,359
-952
-1% -$184K 0.06% 292
2023
Q4 		$16.7M Buy
89,311
+1,851
+2% +$351K 0.06% 288
2023
Q3 		$17.5M Sell
87,460
-567
-0.6% -$127K 0.07% 260
2023
Q2 		$22M Sell
88,027
-664
-0.7% -$174K 0.08% 223
2023
Q1 		$22.6M Buy
88,691
+811
+0.9% +$191K 0.09% 210
2022
Q4 		$20.4M Sell
87,880
-4,750
-5% -$1.1M 0.09% 229
2022
Q3 		$20.4M Buy
92,630
+1,515
+2% +$340K 0.09% 218
2022
Q2 		$19.6M Buy
91,115
+740
+0.8% +$161K 0.08% 227
2022
Q1 		$19.6M Buy
90,375
+248
+0.3% +$50.4K 0.07% 260
2021
Q4 		$17.4M Sell
90,127
-2,096
-2% -$380K 0.06% 299
2021
Q3 		$15.6M Sell
92,223
-4,363
-5% -$771K 0.05% 309
2021
Q2 		$16.8M Sell
96,586
-4,580
-5% -$771K 0.06% 300
2021
Q1 		$16M Sell
101,166
-7,874
-7% -$1.19M 0.06% 307
2020
Q4 		$16.6M Sell
109,040
-3,153
-3% -$467K 0.06% 293
2020
Q3 		$16.1M Sell
112,193
-9,334
-8% -$1.32M 0.06% 278
2020
Q2 		$15.8M Sell
121,527
-8,532
-7% -$1.15M 0.06% 288
2020
Q1 		$17.2M Buy
130,059
+2,901
+2% +$428K 0.08% 235
2019
Q4 		$18.7M Sell
127,158
-469
-0.4% -$69.5K 0.07% 278
2019
Q3 		$19.8M Buy
127,627
+8,122
+7% +$1.23M 0.08% 255
2019
Q2 		$16M Buy
119,505
+338
+0.3% +$42.9K 0.07% 303
2019
Q1 		$14.9M Buy
119,167
+566
+0.5% +$61.6K 0.06% 316
2018
Q4 		$12.7M Buy
118,601
+546
+0.5% +$58K 0.06% 304
2018
Q3 		$12M Sell
118,055
-2,801
-2% -$277K 0.05% 370
2018
Q2 		$11.2M Sell
120,856
-2,193
-2% -$204K 0.05% 388
2018
Q1 		$12.2M Sell
123,049
-2,453
-2% -$253K 0.05% 361
2017
Q4 		$14.2M Sell
125,502
-1,556
-1% -$171K 0.06% 320
2017
Q3 		$13.9M Buy
127,058
+2,390
+2% +$255K 0.06% 313
2017
Q2 		$13.4M Sell
124,668
-182
-0.1% -$20.1K 0.06% 314
2017
Q1 		$13.6M Buy
124,850
+4,321
+4% +$463K 0.07% 310
2016
Q4 		$12.5M Sell
120,529
-597
-0.5% -$59K 0.07% 311
2016
Q3 		$11.6M Sell
121,126
-2,907
-2% -$308K 0.06% 319
2016
Q2 		$14.1M Sell
124,033
-1,470
-1% -$138K 0.08% 283
2016
Q1 		$11.6M Buy
125,503
+2,643
+2% +$236K 0.07% 319
2015
Q4 		$11M Sell
122,860
-1,152
-0.9% -$103K 0.06% 319
2015
Q3 		$11.4M Buy
124,012
+3,514
+3% +$320K 0.07% 307
2015
Q2 		$10.7M Buy
120,498
+31
+0% +$2.92K 0.06% 329
2015
Q1 		$12.2M Buy
120,467
+3,604
+3% +$376K 0.07% 301
2014
Q4 		$12.1M Sell
116,863
-2,106
-2% -$205K 0.08% 294
2014
Q3 		$11.4M Buy
118,969
+1,270
+1% +$118K 0.07% 298
2014
Q2 		$11.5M Buy
117,699
+1,814
+2% +$178K 0.08% 287
2014
Q1 		$12.1M Buy
115,885
+737
+0.6% +$75.4K 0.09% 269
2013
Q4 		$11.2M Buy
115,148
+1,814
+2% +$174K 0.08% 282
2013
Q3 		$10.5M Buy
113,334
+2,302
+2% +$215K 0.09% 280
2013
Q2 		$9.91M Buy
+111,032
New +$9.81M 0.09% 275

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

Chevy Chase Trust's HSY Position: Q1 2026 in Review

Chevy Chase Trust reduced its Hershey (HSY) stake by 3.6% in Q1 2026, selling an estimated $596K and leaving 75,949 shares worth $15.8M. The position accounts for 0.05% of the portfolio, ranked #310.

Chevy Chase Trust first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.6M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Chevy Chase Trust held 75,949 shares of Hershey worth $15.8M as of Q1 2026.
  • Chevy Chase Trust sold 2,826 Hershey shares in Q1 2026, an estimated $596K.
  • Hershey made up 0.05% of Chevy Chase Trust's portfolio in Q1 2026, its #310 holding.
  • Chevy Chase Trust first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Hershey position peaked at $22.6M in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.