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Clearstead Trust’s Hershey HSY Stock Holding History

Clearstead 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 		$41.8K Sell
201
-133
-40% -$28K 0.01% 334
2025
Q4 		$60.8K Sell
334
-23
-6% -$4.21K 0.01% 307
2025
Q3 		$66.8K Sell
357
-156
-30% -$28.3K 0.01% 284
2025
Q2 		$85.1K Buy
513
+164
+47% +$27K 0.02% 262
2025
Q1 		$59.7K Buy
349
+47
+16% +$7.7K 0.01% 259
2024
Q4 		$51.1K Hold
302
– – 0.01% 259
2024
Q3 		$57.9K Hold
302
– – 0.01% 230
2024
Q2 		$55.5K Sell
302
-7,653
-96% -$1.48M 0.01% 229
2024
Q1 		$1.55M Sell
7,955
-490
-6% -$94.5K 0.4% 43
2023
Q4 		$1.57M Buy
8,445
+474
+6% +$89.8K 0.43% 41
2023
Q3 		$1.59M Sell
7,971
-5,412
-40% -$1.21M 0.52% 36
2023
Q2 		$3.4M Sell
13,383
-1,291
-9% -$339K 1.09% 18
2023
Q1 		$3.73M Buy
14,674
+1,366
+10% +$321K 1.19% 16
2022
Q4 		$3.08M Buy
13,308
+5,288
+66% +$1.22M 1.03% 23
2022
Q3 		$1.77M Sell
8,020
-150
-2% -$33.6K 0.62% 29
2022
Q2 		$1.76M Buy
8,170
+7,506
+1,130% +$1.64M 1.34% 21
2022
Q1 		$144K Sell
664
-96
-13% -$19.5K 0.09% 99
2021
Q4 		$147K Hold
760
– – 0.09% 105
2021
Q3 		$129K Buy
+760
New +$134K 0.08% 109

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

Clearstead Trust's HSY Position: Q1 2026 in Review

Clearstead Trust reduced its Hershey (HSY) stake by 40% in Q1 2026, selling an estimated $28K and leaving 201 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #334.

Clearstead Trust first reported a position in HSY in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.73M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Clearstead Trust held 201 shares of Hershey worth $41.8K as of Q1 2026.
  • Clearstead Trust sold 133 Hershey shares in Q1 2026, an estimated $28K.
  • Hershey made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #334 holding.
  • Clearstead Trust first reported a position in Hershey in Q3 2021 and has held it in 19 quarters since.
  • Clearstead Trust's Hershey position peaked at $3.73M in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.