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Concord Wealth Partners’s Hershey HSY Stock Holding History

Concord Wealth Partners’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 		– Sell
-91
Closed -$16.6K – 453
2025
Q4 		$16.6K Hold
91
– – ﹤0.01% 470
2025
Q3 		$17K Hold
91
– – ﹤0.01% 473
2025
Q2 		$15.1K Hold
91
– – ﹤0.01% 499
2025
Q1 		$15.6K Hold
91
– – ﹤0.01% 460
2024
Q4 		$15.4K Sell
91
-50
-35% -$8.97K ﹤0.01% 486
2024
Q3 		$27K Sell
141
-50
-26% -$9.72K ﹤0.01% 427
2024
Q2 		$35.1K Sell
191
-100
-34% -$19.3K 0.01% 353
2024
Q1 		$56.6K Hold
291
– – 0.01% 333
2023
Q4 		$54.3K Sell
291
-68
-19% -$12.9K 0.01% 350
2023
Q3 		$71.8K Buy
359
+50
+16% +$11.2K 0.02% 327
2023
Q2 		$77.2K Buy
309
+18
+6% +$4.72K 0.02% 301
2023
Q1 		$74K Sell
291
-18
-6% -$4.23K 0.02% 290
2022
Q4 		$71.6K Buy
+309
New +$71.2K 0.02% 305
2022
Q3 		– Sell
-124
Closed -$27K – 581
2022
Q2 		$27K Buy
124
+18
+17% +$3.92K 0.01% 479
2022
Q1 		$23K Hold
106
– – 0.01% 604
2021
Q4 		$21K Buy
106
+100
+1,667% +$18.1K 0.01% 631
2021
Q3 		$1K Sell
6
-100
-94% -$17.7K ﹤0.01% 837
2021
Q2 		$18K Hold
106
– – 0.01% 524
2021
Q1 		$17K Buy
106
+100
+1,667% +$15.1K 0.01% 501
2020
Q4 		$1K Buy
+6
New +$888 ﹤0.01% 626

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

Concord Wealth Partners's HSY Position: Q1 2026 in Review

Concord Wealth Partners sold out of Hershey (HSY) in Q1 2026, closing a stake of 91 shares — an estimated $16.6K sold.

Concord Wealth Partners first reported a position in HSY in Q4 2020 and held it in 20 quarters. The position peaked at $77.2K in Q2 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Concord Wealth Partners reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 91 Hershey shares in Q1 2026, an estimated $16.6K.
  • Concord Wealth Partners first reported a position in Hershey in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Hershey position peaked at $77.2K in Q2 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.