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Cove Private Wealth’s Hershey HSY Stock Holding History

Cove 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 		$550K Buy
2,645
+545
+26% +$115K 0.12% 112
2025
Q4 		$382K Sell
2,100
-674
-24% -$123K 0.11% 121
2025
Q3 		$519K Hold
2,774
– – 0.16% 102
2025
Q2 		$460K Buy
2,774
+1,200
+76% +$198K 0.16% 105
2025
Q1 		$269K Buy
1,574
+30
+2% +$4.91K 0.14% 110
2024
Q4 		$261K Buy
+1,544
New +$277K 0.16% 100

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

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

Cove Private Wealth increased its Hershey (HSY) stake by 26% in Q1 2026, buying an estimated $115K and bringing the position to 2,645 shares worth $550K. The position accounts for 0.12% of the portfolio, ranked #112.

Cove Private Wealth 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.

  • Cove Private Wealth held 2,645 shares of Hershey worth $550K as of Q1 2026.
  • Cove Private Wealth bought 545 Hershey shares in Q1 2026, an estimated $115K.
  • Hershey made up 0.12% of Cove Private Wealth's portfolio in Q1 2026, its #112 holding.
  • Cove Private Wealth 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 Cove Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.