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Cornerstone Planning Group’s Hershey HSY Stock Holding History

Cornerstone Planning Group’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 		$26.7K Buy
145
+13
+10% +$2.74K ﹤0.01% 580
2025
Q4 		$25.4K Sell
132
-8
-6% -$1.46K ﹤0.01% 526
2025
Q3 		$24K Buy
140
+114
+438% +$20.7K ﹤0.01% 521
2025
Q2 		$4.91K Buy
26
+7
+37% +$1.15K ﹤0.01% 728
2025
Q1 		$3.17K Buy
19
+4
+27% +$655 ﹤0.01% 864
2024
Q4 		$2.31K Buy
+15
New +$2.69K ﹤0.01% 758

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

Cornerstone Planning Group's HSY Position: Q1 2026 in Review

Cornerstone Planning Group increased its Hershey (HSY) stake by 9.8% in Q1 2026, buying an estimated $2.74K and bringing the position to 145 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Cornerstone Planning Group first reported a position in HSY in Q4 2024 and has held it in 6 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Cornerstone Planning Group held 145 shares of Hershey worth $26.7K as of Q1 2026.
  • Cornerstone Planning Group bought 13 Hershey shares in Q1 2026, an estimated $2.74K.
  • Hershey made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #580 holding.
  • Cornerstone Planning Group first reported a position in Hershey in Q4 2024 and has held it in 6 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.