ClearBridge Investments’s Hershey HSY Stock Holding History

ClearBridge Investments’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	$936K	Hold	4,500	–	–	﹤0.01%	630
2025 Q4	$819K	Hold	4,500	–	–	﹤0.01%	647
2025 Q3	$842K	Sell	4,500 -1,940	-30%	-$353K	﹤0.01%	660
2025 Q2	$1.07M	Hold	6,440	–	–	﹤0.01%	637
2025 Q1	$1.1M	Buy	6,440 +2,000	+45%	+$327K	﹤0.01%	634
2024 Q4	$752K	Sell	4,440 -1,000	-18%	-$179K	﹤0.01%	653
2024 Q3	$1.04M	Sell	5,440 -2,100	-28%	-$408K	﹤0.01%	644
2024 Q2	$1.39M	Sell	7,540 -770	-9%	-$149K	﹤0.01%	652
2024 Q1	$1.62M	Hold	8,310	–	–	﹤0.01%	637
2023 Q4	$1.55M	Buy	8,310 +2,000	+32%	+$379K	﹤0.01%	643
2023 Q3	$1.26M	Hold	6,310	–	–	﹤0.01%	612
2023 Q2	$1.58M	Sell	6,310 -1,000	-14%	-$262K	﹤0.01%	612
2023 Q1	$1.86M	Sell	7,310 -1,500	-17%	-$352K	﹤0.01%	614
2022 Q4	$2.04M	Hold	8,810	–	–	﹤0.01%	619
2022 Q3	$1.94M	Sell	8,810 -1,650	-16%	-$370K	﹤0.01%	626
2022 Q2	$2.25M	Buy	10,460 +1,650	+19%	+$360K	﹤0.01%	626
2022 Q1	$1.91M	Buy	8,810 +1,300	+17%	+$264K	﹤0.01%	671
2021 Q4	$1.45M	Buy	7,510 +1,000	+15%	+$181K	﹤0.01%	691
2021 Q3	$1.1M	Sell	6,510 -8,000	-55%	-$1.41M	﹤0.01%	704
2021 Q2	$2.53M	Buy	14,510 +2,000	+16%	+$337K	﹤0.01%	652
2021 Q1	$1.98M	Sell	12,510 -250	-2%	-$37.6K	﹤0.01%	637
2020 Q4	$1.94M	Hold	12,760	–	–	﹤0.01%	627
2020 Q3	$1.83M	Hold	12,760	–	–	﹤0.01%	621
2020 Q2	$1.65M	Sell	12,760 -200	-2%	-$26.9K	﹤0.01%	603
2020 Q1	$1.72M	Sell	12,960 -800	-6%	-$118K	﹤0.01%	599
2019 Q4	$1.98M	Hold	13,760	–	–	﹤0.01%	625
2019 Q3	$2.13M	Hold	13,760	–	–	﹤0.01%	628
2019 Q2	$1.84M	Buy	13,760 +250	+2%	+$31.8K	﹤0.01%	634
2019 Q1	$1.55M	Buy	13,510 +4,000	+42%	+$436K	﹤0.01%	659
2018 Q4	$1.02M	Hold	9,510	–	–	﹤0.01%	692
2018 Q3	$970K	Hold	9,510	–	–	﹤0.01%	728
2018 Q2	$885K	Sell	9,510 -135	-1%	-$12.6K	﹤0.01%	654
2018 Q1	$954K	Sell	9,645 -150	-2%	-$15.5K	﹤0.01%	632
2017 Q4	$1.11M	Sell	9,795 -100	-1%	-$11K	﹤0.01%	632
2017 Q3	$1.08M	Sell	9,895 -265	-3%	-$28.2K	﹤0.01%	628
2017 Q2	$1.09M	Sell	10,160 -95	-0.9%	-$10.5K	﹤0.01%	624
2017 Q1	$1.12M	Sell	10,255 -104	-1%	-$11.2K	﹤0.01%	668
2016 Q4	$1.07M	Buy	10,359 +869	+9%	+$85.8K	﹤0.01%	673
2016 Q3	$907K	Sell	9,490 -520	-5%	-$55K	﹤0.01%	681
2016 Q2	$1.14M	Hold	10,010	–	–	﹤0.01%	674
2016 Q1	$922K	Hold	10,010	–	–	﹤0.01%	696
2015 Q4	$894K	Sell	10,010 -1,120	-10%	-$100K	﹤0.01%	722
2015 Q3	$1.02M	Sell	11,130 -220	-2%	-$20K	﹤0.01%	733
2015 Q2	$1.01M	Sell	11,350 -2,448	-18%	-$231K	﹤0.01%	742
2015 Q1	$1.39M	Sell	13,798 -1,552	-10%	-$162K	﹤0.01%	729
2014 Q4	$1.59M	Buy	15,350 +1,500	+11%	+$146K	﹤0.01%	729
2014 Q3	$1.32M	Hold	13,850	–	–	﹤0.01%	743
2014 Q2	$1.35M	Sell	13,850 -1,500	-10%	-$147K	﹤0.01%	706
2014 Q1	$1.6M	Sell	15,350 -23	-0.1%	-$2.35K	﹤0.01%	696
2013 Q4	$1.5M	Sell	15,373 -477	-3%	-$45.9K	﹤0.01%	688
2013 Q3	$1.47M	Hold	15,850	–	–	﹤0.01%	673
2013 Q2	$1.42M	Buy	+15,850	New	+$1.4M	﹤0.01%	657

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

ClearBridge Investments's HSY Position: Q1 2026 in Review

ClearBridge Investments held its Hershey (HSY) position steady in Q1 2026 at 4,500 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

ClearBridge Investments first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.53M in Q2 2021. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

ClearBridge Investments held 4,500 shares of Hershey worth $936K as of Q1 2026.
ClearBridge Investments left its Hershey share count unchanged in Q1 2026.
Hershey made up ﹤0.01% of ClearBridge Investments's portfolio in Q1 2026, its #630 holding.
ClearBridge Investments first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
ClearBridge Investments's Hershey position peaked at $2.53M in Q2 2021.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.