Clean Yield Group’s Hershey HSY Stock Holding History

Clean Yield 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	$197K	Sell	950 -50	-5%	-$10.5K	0.06%	136
2025 Q4	$182K	Hold	1,000	–	–	0.05%	142
2025 Q3	$187K	Hold	1,000	–	–	0.05%	138
2025 Q2	$166K	Hold	1,000	–	–	0.05%	138
2025 Q1	$171K	Hold	1,000	–	–	0.06%	139
2024 Q4	$169K	Sell	1,000 -6	-0.6%	-$1.08K	0.05%	140
2024 Q3	$193K	Buy	1,006 +6	+0.6%	+$1.17K	0.06%	133
2024 Q2	$184K	Hold	1,000	–	–	0.07%	127
2024 Q1	$195K	Sell	1,000 -100	-9%	-$19.3K	0.08%	129
2023 Q4	$205K	Sell	1,100 -33	-3%	-$6.25K	0.09%	120
2023 Q3	$217K	Sell	1,133 -33	-3%	-$7.39K	0.1%	113
2023 Q2	$291K	Hold	1,166	–	–	0.12%	101
2023 Q1	$297K	Hold	1,166	–	–	0.13%	103
2022 Q4	$270K	Buy	1,166 +66	+6%	+$15.2K	0.12%	107
2022 Q3	$243K	Hold	1,100	–	–	0.11%	114
2022 Q2	$237K	Hold	1,100	–	–	0.1%	123
2022 Q1	$238K	Hold	1,100	–	–	0.08%	131
2021 Q4	$213K	Hold	1,100	–	–	0.07%	148
2021 Q3	$186K	Sell	1,100 -100	-8%	-$17.7K	0.06%	159
2021 Q2	$209K	Sell	1,200 -200	-14%	-$33.7K	0.07%	139
2021 Q1	$221K	Hold	1,400	–	–	0.08%	137
2020 Q4	$213K	Hold	1,400	–	–	0.08%	137
2020 Q3	$201K	Hold	1,400	–	–	0.08%	122
2020 Q2	$181K	Sell	1,400 -150	-10%	-$20.2K	0.08%	128
2020 Q1	$205K	Hold	1,550	–	–	0.1%	115
2019 Q4	$228K	Hold	1,550	–	–	0.07%	140
2019 Q3	$240K	Hold	1,550	–	–	0.08%	129
2019 Q2	$208K	Sell	1,550 -150	-9%	-$19.1K	0.08%	127
2019 Q1	$195K	Hold	1,700	–	–	0.08%	128
2018 Q4	$182K	Buy	+1,700	New	+$181K	0.08%	132
2018 Q1	–	Sell	-2,500	Closed	-$284K	–	136
2017 Q4	$284K	Hold	2,500	–	–	0.11%	116
2017 Q3	$273K	Hold	2,500	–	–	0.11%	119
2017 Q2	$264K	Hold	2,500	–	–	0.11%	119
2017 Q1	$273K	Hold	2,500	–	–	0.12%	112
2016 Q4	$259K	Hold	2,500	–	–	0.12%	118
2016 Q3	$239K	Hold	2,500	–	–	0.1%	119
2016 Q2	$284K	Sell	2,500 -150	-6%	-$14K	0.12%	109
2016 Q1	$244K	Hold	2,650	–	–	0.11%	112
2015 Q4	$225K	Hold	2,650	–	–	0.11%	114
2015 Q3	$234K	Sell	2,650 -250	-9%	-$22.8K	0.11%	115
2015 Q2	$258K	Hold	2,900	–	–	0.12%	113
2015 Q1	$293K	Buy	2,900 +400	+16%	+$41.7K	0.13%	101
2014 Q4	$260K	Hold	2,500	–	–	0.12%	109
2014 Q3	$239K	Sell	2,500 -500	-17%	-$46.3K	0.11%	111
2014 Q2	$292K	Sell	3,000 -200	-6%	-$19.6K	0.14%	105
2014 Q1	$334K	Hold	3,200	–	–	0.17%	100
2013 Q4	$311K	Hold	3,200	–	–	0.17%	100
2013 Q3	$296K	Hold	3,200	–	–	0.16%	97
2013 Q2	$286K	Buy	+3,200	New	+$283K	0.16%	95

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clean Yield Group's HSY Position: Q1 2026 in Review

Clean Yield Group reduced its Hershey (HSY) stake by 5% in Q1 2026, selling an estimated $10.5K and leaving 950 shares worth $197K. The position accounts for 0.06% of the portfolio, ranked #136.

Clean Yield Group first reported a position in HSY in Q2 2013 and has held it in 49 quarters since. The position peaked at $334K in Q1 2014. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Clean Yield Group held 950 shares of Hershey worth $197K as of Q1 2026.
Clean Yield Group sold 50 Hershey shares in Q1 2026, an estimated $10.5K.
Hershey made up 0.06% of Clean Yield Group's portfolio in Q1 2026, its #136 holding.
Clean Yield Group first reported a position in Hershey in Q2 2013 and has held it in 49 quarters since.
Clean Yield Group's Hershey position peaked at $334K in Q1 2014.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.