Costello Asset Management’s Hershey HSY Stock Holding History

Costello Asset Management’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	$160K	Buy	771 +3	+0.4%	+$633	0.06%	122
2025 Q4	$140K	Buy	768 +4	+0.5%	+$731	0.05%	129
2025 Q3	$143K	Sell	764 -246	-24%	-$44.7K	0.05%	131
2025 Q2	$168K	Buy	1,010 +5	+0.5%	+$824	0.06%	119
2025 Q1	$172K	Buy	+1,005	New	+$165K	0.07%	111
2024 Q2	–	Sell	-200	Closed	-$38.9K	–	175
2024 Q1	$38.9K	Sell	200 -75	-27%	-$14.5K	0.03%	104
2023 Q4	$51.3K	Buy	275 +150	+120%	+$28.4K	0.04%	94
2023 Q3	$25K	Buy	+125	New	+$28K	0.02%	108
2021 Q2	–	Sell	-4,745	Closed	-$751K	–	239
2021 Q1	$751K	Buy	4,745 +2,030	+75%	+$306K	0.52%	39
2020 Q4	$414K	Buy	2,715 +100	+4%	+$14.8K	0.31%	46
2020 Q3	$375K	Buy	2,615 +1,025	+64%	+$145K	0.33%	43
2020 Q2	$206K	Buy	+1,590	New	+$214K	0.2%	50

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

Costello Asset Management's HSY Position: Q1 2026 in Review

Costello Asset Management increased its Hershey (HSY) stake by 0.39% in Q1 2026, buying an estimated $633 and bringing the position to 771 shares worth $160K. The position accounts for 0.06% of the portfolio, ranked #122.

Costello Asset Management first reported a position in HSY in Q2 2020 and has held it in 12 quarters since. The position peaked at $751K in Q1 2021. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Costello Asset Management held 771 shares of Hershey worth $160K as of Q1 2026.
Costello Asset Management bought 3 Hershey shares in Q1 2026, an estimated $633.
Hershey made up 0.06% of Costello Asset Management's portfolio in Q1 2026, its #122 holding.
Costello Asset Management first reported a position in Hershey in Q2 2020 and has held it in 12 quarters since.
Costello Asset Management's Hershey position peaked at $751K in Q1 2021.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.