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Chicago Partners Investment Group’s Hershey HSY Stock Holding History

Chicago Partners Investment Group’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 		$294K Buy
1,560
+84
+6% +$17.7K 0.01% 1150
2025
Q4 		$282K Sell
1,476
-55
-4% -$10.1K 0.01% 1069
2025
Q3 		$276K Buy
1,531
+307
+25% +$55.8K 0.01% 1000
2025
Q2 		$224K Buy
+1,224
New +$202K 0.01% 987
2024
Q4 		– Sell
-1,119
Closed -$204K – 862
2024
Q3 		$204K Sell
1,119
-96
-8% -$18.7K 0.01% 760
2024
Q2 		$236K Buy
1,215
+6
+0.5% +$1.16K 0.01% 665
2024
Q1 		$226K Buy
1,209
+48
+4% +$9.26K 0.01% 659
2023
Q4 		$220K Buy
1,161
+42
+4% +$7.96K 0.01% 629
2023
Q3 		$212K Sell
1,119
-170
-13% -$38.1K 0.01% 594
2023
Q2 		$301K Sell
1,289
-25
-2% -$6.56K 0.02% 532
2023
Q1 		$343K Buy
1,314
+3
+0.2% +$705 0.02% 477
2022
Q4 		$311K Buy
1,311
+22
+2% +$5.07K 0.02% 472
2022
Q3 		$296K Buy
1,289
+23
+2% +$5.16K 0.02% 438
2022
Q2 		$289K Buy
1,266
+13
+1% +$2.83K 0.02% 449
2022
Q1 		$260K Buy
+1,253
New +$254K 0.02% 446
2018
Q4 		– Sell
-200
Closed -$21K – 589
2018
Q3 		$21K Hold
200
– – ﹤0.01% 678
2018
Q2 		$19K Hold
200
– – ﹤0.01% 673
2018
Q1 		$20K Hold
200
– – ﹤0.01% 633
2017
Q4 		$23K Hold
200
– – ﹤0.01% 589
2017
Q3 		$22K Sell
200
-600
-75% -$63.9K ﹤0.01% 608
2017
Q2 		$85K Buy
+800
New +$88.3K 0.02% 298
2015
Q1 		– Sell
-150
Closed -$16K – 506
2014
Q4 		$16K Buy
+150
New +$14.6K 0.01% 312

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

Chicago Partners Investment Group's HSY Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Hershey (HSY) stake by 5.7% in Q1 2026, buying an estimated $17.7K and bringing the position to 1,560 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #1150.

Chicago Partners Investment Group first reported a position in HSY in Q4 2014 and has held it in 22 quarters since. The position peaked at $343K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Chicago Partners Investment Group held 1,560 shares of Hershey worth $294K as of Q1 2026.
  • Chicago Partners Investment Group bought 84 Hershey shares in Q1 2026, an estimated $17.7K.
  • Hershey made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1150 holding.
  • Chicago Partners Investment Group first reported a position in Hershey in Q4 2014 and has held it in 22 quarters since.
  • Chicago Partners Investment Group's Hershey position peaked at $343K in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.