Concurrent Investment Advisors’s Hershey HSY Stock Holding History

Concurrent Investment 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	$1.9M	Sell	9,147 -277	-3%	-$58.4K	0.02%	632
2025 Q4	$1.72M	Buy	9,424 +4,516	+92%	+$826K	0.02%	625
2025 Q3	$918K	Buy	4,908 +51	+1%	+$9.27K	0.02%	678
2025 Q2	$806K	Sell	4,857 -150	-3%	-$24.7K	0.02%	669
2025 Q1	$856K	Sell	5,007 -4,326	-46%	-$708K	0.02%	589
2024 Q4	$1.58M	Sell	9,333 -1,523	-14%	-$273K	0.04%	379
2024 Q3	$2.08M	Buy	10,856 +423	+4%	+$82.2K	0.06%	306
2024 Q2	$1.92M	Buy	10,433 +422	+4%	+$81.7K	0.06%	288
2024 Q1	$1.95M	Buy	10,011 +382	+4%	+$73.7K	0.08%	247
2023 Q4	$1.8M	Buy	+9,629	New	+$1.82M	0.08%	244

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

Concurrent Investment Advisors's HSY Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Hershey (HSY) stake by 2.9% in Q1 2026, selling an estimated $58.4K and leaving 9,147 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #632.

Concurrent Investment Advisors first reported a position in HSY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Concurrent Investment Advisors held 9,147 shares of Hershey worth $1.9M as of Q1 2026.
Concurrent Investment Advisors sold 277 Hershey shares in Q1 2026, an estimated $58.4K.
Hershey made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #632 holding.
Concurrent Investment Advisors first reported a position in Hershey in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Hershey position peaked at $2.08M in Q3 2024.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.