CT
HSY icon

Colonial Trust’s Hershey HSY Stock Holding History

Colonial 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 		$327K Sell
1,574
-913
-37% -$193K 0.04% 224
2025
Q4 		$453K Sell
2,487
-4,196
-63% -$767K 0.06% 196
2025
Q3 		$1.25M Sell
6,683
-2,717
-29% -$494K 0.17% 116
2025
Q2 		$1.56M Sell
9,400
-3,828
-29% -$631K 0.23% 94
2025
Q1 		$2.26M Sell
13,228
-1,023
-7% -$167K 0.35% 75
2024
Q4 		$2.41M Sell
14,251
-1,545
-10% -$277K 0.36% 71
2024
Q3 		$3.03M Buy
15,796
+272
+2% +$52.9K 0.47% 58
2024
Q2 		$2.85M Buy
15,524
+2,163
+16% +$419K 0.5% 59
2024
Q1 		$2.6M Buy
13,361
+2,846
+27% +$549K 0.49% 57
2023
Q4 		$1.96M Buy
10,515
+946
+10% +$179K 0.41% 62
2023
Q3 		$1.91M Buy
9,569
+1,117
+13% +$250K 0.47% 58
2023
Q2 		$2.11M Buy
8,452
+80
+1% +$21K 0.51% 57
2023
Q1 		$2.13M Sell
8,372
-200
-2% -$47K 0.54% 56
2022
Q4 		$1.99M Buy
8,572
+850
+11% +$196K 0.54% 57
2022
Q3 		$1.7M Buy
+7,722
New +$1.73M 0.54% 58

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

Colonial Trust's HSY Position: Q1 2026 in Review

Colonial Trust reduced its Hershey (HSY) stake by 37% in Q1 2026, selling an estimated $193K and leaving 1,574 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #224.

Colonial Trust first reported a position in HSY in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.03M in Q3 2024. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Colonial Trust held 1,574 shares of Hershey worth $327K as of Q1 2026.
  • Colonial Trust sold 913 Hershey shares in Q1 2026, an estimated $193K.
  • Hershey made up 0.04% of Colonial Trust's portfolio in Q1 2026, its #224 holding.
  • Colonial Trust first reported a position in Hershey in Q3 2022 and has held it in 15 quarters since.
  • Colonial Trust's Hershey position peaked at $3.03M in Q3 2024.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.