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Choate Investment Advisors’s Hershey HSY Stock Holding History

Choate Investment Advisors’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 		$784K Buy
3,770
+3
+0.1% +$633 0.02% 259
2025
Q4 		$686K Buy
3,767
+1,675
+80% +$306K 0.01% 268
2025
Q3 		$391K Sell
2,092
-40
-2% -$7.27K 0.01% 319
2025
Q2 		$354K Sell
2,132
-7
-0.3% -$1.15K 0.01% 317
2025
Q1 		$366K Buy
2,139
+60
+3% +$9.82K 0.01% 299
2024
Q4 		$352K Buy
2,079
+64
+3% +$11.5K 0.01% 305
2024
Q3 		$386K Buy
2,015
+21
+1% +$4.08K 0.01% 288
2024
Q2 		$367K Hold
1,994
– – 0.01% 282
2024
Q1 		$388K Buy
1,994
+904
+83% +$174K 0.01% 296
2023
Q4 		$203K Sell
1,090
-83
-7% -$15.7K 0.01% 362
2023
Q3 		$235K Buy
1,173
+110
+10% +$24.6K 0.01% 326
2023
Q2 		$265K Buy
1,063
+187
+21% +$49K 0.01% 253
2023
Q1 		$223K Hold
876
– – 0.01% 254
2022
Q4 		$203K Sell
876
-485
-36% -$112K 0.01% 261
2022
Q3 		$300K Buy
+1,361
New +$305K 0.02% 200
2017
Q4 		– Sell
-2,205
Closed -$241K – 243
2017
Q3 		$241K Hold
2,205
– – 0.01% 223
2017
Q2 		$237K Hold
2,205
– – 0.01% 224
2017
Q1 		$241K Buy
+2,205
New +$236K 0.01% 227
2016
Q1 		– Sell
-3,045
Closed -$316K – 264
2015
Q4 		$316K Buy
+3,045
New +$273K 0.02% 210
2015
Q2 		– Sell
-3,045
Closed -$307K – 260
2015
Q1 		$307K Hold
3,045
– – 0.02% 209
2014
Q4 		$316K Sell
3,045
-7,007
-70% -$682K 0.02% 212
2014
Q3 		$959K Hold
10,052
– – 0.06% 125
2014
Q2 		$979K Sell
10,052
-1,165
-10% -$114K 0.06% 128
2014
Q1 		$1.17M Hold
11,217
– – 0.07% 112
2013
Q4 		$1.09M Hold
11,217
– – 0.07% 115
2013
Q3 		$1.04M Hold
11,217
– – 0.08% 114
2013
Q2 		$1M Buy
+11,217
New +$991K 0.08% 119

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

Choate Investment Advisors's HSY Position: Q1 2026 in Review

Choate Investment Advisors increased its Hershey (HSY) stake by 0.08% in Q1 2026, buying an estimated $633 and bringing the position to 3,770 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #259.

Choate Investment Advisors first reported a position in HSY in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.17M in Q1 2014. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Choate Investment Advisors held 3,770 shares of Hershey worth $784K as of Q1 2026.
  • Choate Investment Advisors bought 3 Hershey shares in Q1 2026, an estimated $633.
  • Hershey made up 0.02% of Choate Investment Advisors's portfolio in Q1 2026, its #259 holding.
  • Choate Investment Advisors first reported a position in Hershey in Q2 2013 and has held it in 27 quarters since.
  • Choate Investment Advisors's Hershey position peaked at $1.17M in Q1 2014.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.