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Covestor’s Hershey HSY Stock Holding History

Covestor’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 		$51K Sell
247
-333
-57% -$70.2K 0.04% 702
2025
Q4 		$105K Sell
580
-96
-14% -$17.6K 0.06% 553
2025
Q3 		$126K Buy
676
+517
+325% +$93.9K 0.07% 442
2025
Q2 		$26K Sell
159
-182
-53% -$30K 0.02% 1148
2025
Q1 		$58K Buy
341
+103
+43% +$16.9K 0.04% 784
2024
Q4 		$40K Buy
238
+71
+43% +$12.7K 0.03% 938
2024
Q3 		$32K Sell
167
-79
-32% -$15.4K 0.02% 1037
2024
Q2 		$45K Buy
246
+92
+60% +$17.8K 0.03% 901
2024
Q1 		$30K Sell
154
-5
-3% -$964 0.02% 1067
2023
Q4 		$30K Hold
159
– – 0.02% 1050
2023
Q3 		$32K Buy
159
+1
+0.6% +$224 0.02% 955
2023
Q2 		$40K Sell
158
-17
-10% -$4.46K 0.03% 872
2023
Q1 		$45K Sell
175
-6
-3% -$1.41K 0.04% 744
2022
Q4 		$42K Sell
181
-33
-15% -$7.61K 0.03% 794
2022
Q3 		$47K Sell
214
-492
-70% -$110K 0.04% 719
2022
Q2 		$152K Sell
706
-117
-14% -$25.5K 0.12% 201
2022
Q1 		$178K Buy
823
+362
+79% +$73.5K 0.12% 188
2021
Q4 		$89K Buy
+461
New +$83.5K 0.12% 219

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

Covestor's HSY Position: Q1 2026 in Review

Covestor reduced its Hershey (HSY) stake by 57% in Q1 2026, selling an estimated $70.2K and leaving 247 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #702.

Covestor first reported a position in HSY in Q4 2021 and has held it in 18 quarters since. The position peaked at $178K in Q1 2022. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Covestor held 247 shares of Hershey worth $51K as of Q1 2026.
  • Covestor sold 333 Hershey shares in Q1 2026, an estimated $70.2K.
  • Hershey made up 0.04% of Covestor's portfolio in Q1 2026, its #702 holding.
  • Covestor first reported a position in Hershey in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Hershey position peaked at $178K in Q1 2022.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.