CW
HSY icon

CreativeOne Wealth’s Hershey HSY Stock Holding History

CreativeOne 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 		$2.27M Buy
10,938
+4,197
+62% +$885K 0.05% 327
2025
Q4 		$1.23M Sell
6,741
-3,997
-37% -$731K 0.03% 477
2025
Q3 		$2.01M Sell
10,738
-1,135
-10% -$206K 0.05% 338
2025
Q2 		$1.97M Buy
11,873
+2,079
+21% +$343K 0.05% 350
2025
Q1 		$1.68M Buy
9,794
+3,293
+51% +$539K 0.05% 336
2024
Q4 		$1.1M Sell
6,501
-1,809
-22% -$324K 0.03% 438
2024
Q3 		$1.59M Buy
8,310
+1,966
+31% +$382K 0.05% 313
2024
Q2 		$1.17M Sell
6,344
-614
-9% -$119K 0.06% 288
2024
Q1 		$1.35M Buy
6,958
+4,468
+179% +$862K 0.05% 312
2023
Q4 		$464K Sell
2,490
-2,432
-49% -$461K 0.03% 388
2023
Q3 		$985K Buy
4,922
+2,224
+82% +$498K 0.07% 240
2023
Q2 		$674K Sell
2,698
-1,704
-39% -$447K 0.03% 412
2023
Q1 		$1.12M Sell
4,402
-11
-0.2% -$2.58K 0.06% 284
2022
Q4 		$1.02M Sell
4,413
-1,655
-27% -$382K 0.06% 284
2022
Q3 		$1.34M Buy
6,068
+1,930
+47% +$433K 0.08% 211
2022
Q2 		$890K Buy
4,138
+2,235
+117% +$487K 0.05% 281
2022
Q1 		$412K Sell
1,903
-79
-4% -$16K 0.02% 486
2021
Q4 		$383K Buy
1,982
+29
+1% +$5.25K 0.02% 522
2021
Q3 		$330K Buy
1,953
+531
+37% +$93.8K 0.02% 523
2021
Q2 		$248K Buy
+1,422
New +$239K 0.02% 593

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

CreativeOne Wealth's HSY Position: Q1 2026 in Review

CreativeOne Wealth increased its Hershey (HSY) stake by 62% in Q1 2026, buying an estimated $885K and bringing the position to 10,938 shares worth $2.27M. The position accounts for 0.05% of the portfolio, ranked #327.

CreativeOne Wealth first reported a position in HSY in Q2 2021 and has held it in 20 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • CreativeOne Wealth held 10,938 shares of Hershey worth $2.27M as of Q1 2026.
  • CreativeOne Wealth bought 4,197 Hershey shares in Q1 2026, an estimated $885K.
  • Hershey made up 0.05% of CreativeOne Wealth's portfolio in Q1 2026, its #327 holding.
  • CreativeOne Wealth first reported a position in Hershey in Q2 2021 and has held it in 20 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.