Coastal Bridge Advisors’s Hershey HSY Stock Holding History

Coastal Bridge 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	$548K	Buy	2,638 +143	+6%	+$30.2K	0.04%	299
2025 Q4	$454K	Buy	2,495 +107	+4%	+$19.6K	0.03%	312
2025 Q3	$447K	Buy	+2,388	New	+$434K	0.03%	312
2016 Q3	–	Sell	-1,800	Closed	-$204K	–	64
2016 Q2	$204K	Buy	+1,800	New	+$169K	0.11%	61

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

Coastal Bridge Advisors's HSY Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Hershey (HSY) stake by 5.7% in Q1 2026, buying an estimated $30.2K and bringing the position to 2,638 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #299.

Coastal Bridge Advisors first reported a position in HSY in Q2 2016 and has held it in 4 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Coastal Bridge Advisors held 2,638 shares of Hershey worth $548K as of Q1 2026.
Coastal Bridge Advisors bought 143 Hershey shares in Q1 2026, an estimated $30.2K.
Hershey made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #299 holding.
Coastal Bridge Advisors first reported a position in Hershey in Q2 2016 and has held it in 4 quarters since.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.