Creative Financial Designs’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $159K | Buy |
767
+5
| +0.7% | +$1.05K | 0.01% | 568 |
|
|
2025
Q4 | $139K | Hold |
762
| – | – | 0.01% | 571 |
|
|
2025
Q3 | $143K | Sell |
762
-215
| -22% | -$39.1K | 0.01% | 551 |
|
|
2025
Q2 | $162K | Buy |
977
+15
| +2% | +$2.47K | 0.01% | 544 |
|
|
2025
Q1 | $165K | Buy |
962
+200
| +26% | +$32.7K | 0.01% | 497 |
|
|
2024
Q4 | $129K | Sell |
762
-207
| -21% | -$37.1K | 0.01% | 544 |
|
|
2024
Q3 | $186K | Sell |
969
-325
| -25% | -$63.2K | 0.02% | 465 |
|
|
2024
Q2 | $238K | Buy |
1,294
+331
| +34% | +$64K | 0.02% | 402 |
|
|
2024
Q1 | $187K | Buy |
963
+762
| +379% | +$147K | 0.02% | 432 |
|
|
2023
Q4 | $37.5K | Sell |
201
-634
| -76% | -$120K | ﹤0.01% | 750 |
|
|
2023
Q3 | $167K | Sell |
835
-234
| -22% | -$52.4K | 0.02% | 370 |
|
|
2023
Q2 | $267K | Sell |
1,069
-77
| -7% | -$20.2K | 0.03% | 298 |
|
|
2023
Q1 | $292K | Buy |
1,146
+153
| +15% | +$35.9K | 0.04% | 279 |
|
|
2022
Q4 | $230K | Buy |
993
+113
| +13% | +$26.1K | 0.03% | 298 |
|
|
2022
Q3 | $194K | Buy |
880
+303
| +53% | +$67.9K | 0.03% | 296 |
|
|
2022
Q2 | $124K | Buy |
577
+301
| +109% | +$65.6K | 0.02% | 390 |
|
|
2022
Q1 | $60K | Buy |
276
+101
| +58% | +$20.5K | 0.01% | 530 |
|
|
2021
Q4 | $34K | Sell |
175
-117
| -40% | -$21.2K | 0.01% | 644 |
|
|
2021
Q3 | $49K | Buy |
292
+181
| +163% | +$32K | 0.01% | 618 |
|
|
2021
Q2 | $19K | Buy |
111
+95
| +594% | +$16K | ﹤0.01% | 867 |
|
|
2021
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 1094 |
|
|
2020
Q2 | $2K | Buy |
+16
| New | +$2.15K | ﹤0.01% | 1030 |
|
|
2019
Q2 | – | Sell |
-719
| Closed | -$83K | – | 570 |
|
|
2019
Q1 | $83K | Sell |
719
-194
| -21% | -$21.1K | 0.05% | 180 |
|
|
2018
Q4 | $98K | Buy |
913
+6
| +0.7% | +$638 | 0.07% | 145 |
|
|
2018
Q3 | $93K | Buy |
907
+6
| +0.7% | +$593 | 0.05% | 164 |
|
|
2018
Q2 | $84K | Buy |
901
+6
| +0.7% | +$559 | 0.05% | 191 |
|
|
2018
Q1 | $89K | Sell |
895
-194
| -18% | -$20K | 0.06% | 175 |
|
|
2017
Q4 | $124K | Buy |
1,089
+155
| +17% | +$17.1K | 0.08% | 153 |
|
|
2017
Q3 | $102K | Buy |
934
+5
| +0.5% | +$533 | 0.06% | 181 |
|
|
2017
Q2 | $100K | Sell |
929
-270
| -23% | -$29.8K | 0.06% | 180 |
|
|
2017
Q1 | $131K | Buy |
1,199
+5
| +0.4% | +$536 | 0.09% | 159 |
|
|
2016
Q4 | $123K | Buy |
+1,194
| New | +$118K | 0.1% | 162 |
|
Other funds holding HSY
VCM
VPM
Creative Financial Designs's HSY Position: Q1 2026 in Review
Creative Financial Designs increased its Hershey (HSY) stake by 0.66% in Q1 2026, buying an estimated $1.05K and bringing the position to 767 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #568.
Creative Financial Designs first reported a position in HSY in Q4 2016 and has held it in 34 quarters since. The position peaked at $292K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- Creative Financial Designs held 767 shares of Hershey worth $159K as of Q1 2026.
- Creative Financial Designs bought 5 Hershey shares in Q1 2026, an estimated $1.05K.
- Hershey made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #568 holding.
- Creative Financial Designs first reported a position in Hershey in Q4 2016 and has held it in 34 quarters since.
- Creative Financial Designs's Hershey position peaked at $292K in Q1 2023.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.