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Coldstream Capital Management’s Hershey HSY Stock Holding History

Coldstream Capital Management’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 		$683K Buy
3,284
+786
+31% +$166K 0.01% 598
2025
Q4 		$455K Sell
2,498
-784
-24% -$143K 0.01% 762
2025
Q3 		$614K Buy
3,282
+534
+19% +$97K 0.01% 642
2025
Q2 		$456K Sell
2,748
-51
-2% -$8.41K 0.01% 698
2025
Q1 		$479K Sell
2,799
-161
-5% -$26.4K 0.01% 621
2024
Q4 		$501K Buy
2,960
+494
+20% +$88.6K 0.01% 610
2024
Q3 		$470K Buy
2,466
+252
+11% +$49K 0.01% 630
2024
Q2 		$407K Buy
2,214
+397
+22% +$76.8K 0.01% 632
2024
Q1 		$353K Buy
1,817
+58
+3% +$11.2K 0.01% 694
2023
Q4 		$328K Buy
1,759
+184
+12% +$34.9K 0.01% 671
2023
Q3 		$315K Sell
1,575
-380
-19% -$85.1K 0.01% 583
2023
Q2 		$488K Buy
1,955
+14
+0.7% +$3.67K 0.02% 459
2023
Q1 		$494K Buy
1,941
+105
+6% +$24.7K 0.02% 449
2022
Q4 		$425K Buy
+1,836
New +$423K 0.02% 484
2022
Q2 		$384K Buy
+1,785
New +$389K 0.02% 480
2022
Q1 		– Sell
-1,153
Closed -$223K – 813
2021
Q4 		$223K Buy
+1,153
New +$209K 0.01% 750

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

Coldstream Capital Management's HSY Position: Q1 2026 in Review

Coldstream Capital Management increased its Hershey (HSY) stake by 31% in Q1 2026, buying an estimated $166K and bringing the position to 3,284 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #598.

Coldstream Capital Management first reported a position in HSY in Q4 2021 and has held it in 16 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Coldstream Capital Management held 3,284 shares of Hershey worth $683K as of Q1 2026.
  • Coldstream Capital Management bought 786 Hershey shares in Q1 2026, an estimated $166K.
  • Hershey made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #598 holding.
  • Coldstream Capital Management first reported a position in Hershey in Q4 2021 and has held it in 16 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.