Corient Private Wealth
HSY icon

Corient Private Wealth’s Hershey HSY Stock Holding History

Corient Private Wealth’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 		$10.3M Sell
49,793
-68,472
-58% -$14.4M 0.01% 619
2025
Q4 		$13.4M Buy
118,265
+82,628
+232% +$15.1M 0.01% 683
2025
Q3 		$6.67M Sell
35,637
-418
-1% -$76K 0.01% 623
2025
Q2 		$5.98M Sell
36,055
-274
-0.8% -$45.2K 0.01% 648
2025
Q1 		$6.21M Sell
36,329
-1,882
-5% -$308K 0.01% 631
2024
Q4 		$6.47M Sell
38,211
-5,284
-12% -$948K 0.01% 631
2024
Q3 		$8.34M Buy
43,495
+6,982
+19% +$1.36M 0.01% 611
2024
Q2 		$6.71M Buy
36,513
+968
+3% +$187K 0.01% 624
2024
Q1 		$6.91M Buy
35,545
+833
+2% +$161K 0.01% 619
2023
Q4 		$6.47M Sell
34,712
-2,458
-7% -$466K 0.01% 628
2023
Q3 		$7.44M Buy
37,170
+1,197
+3% +$268K 0.02% 547
2023
Q2 		$8.98M Buy
35,973
+482
+1% +$126K 0.02% 490
2023
Q1 		$9.03M Buy
35,491
+14,927
+73% +$3.51M 0.02% 448
2022
Q4 		$4.76M Buy
+20,564
New +$4.74M 0.02% 514

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

Corient Private Wealth's HSY Position: Q1 2026 in Review

Corient Private Wealth reduced its Hershey (HSY) stake by 58% in Q1 2026, selling an estimated $14.4M and leaving 49,793 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #619.

Corient Private Wealth first reported a position in HSY in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.4M in Q4 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Corient Private Wealth held 49,793 shares of Hershey worth $10.3M as of Q1 2026.
  • Corient Private Wealth sold 68,472 Hershey shares in Q1 2026, an estimated $14.4M.
  • Hershey made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #619 holding.
  • Corient Private Wealth first reported a position in Hershey in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Hershey position peaked at $13.4M in Q4 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.