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Dakota Wealth Management’s Hershey HSY Stock Holding History

Dakota Wealth 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 		$2.74M Sell
13,161
-10,569
-45% -$2.23M 0.06% 236
2025
Q4 		$4.32M Sell
23,730
-4,790
-17% -$876K 0.08% 193
2025
Q3 		$5.33M Sell
28,520
-1,129
-4% -$205K 0.11% 153
2025
Q2 		$4.92M Sell
29,649
-2,103
-7% -$347K 0.1% 162
2025
Q1 		$5.43M Sell
31,752
-258
-0.8% -$42.2K 0.13% 143
2024
Q4 		$5.42M Sell
32,010
-184
-0.6% -$33K 0.12% 147
2024
Q3 		$6.17M Sell
32,194
-117
-0.4% -$22.7K 0.14% 135
2024
Q2 		$5.94M Sell
32,311
-522
-2% -$101K 0.14% 135
2024
Q1 		$6.39M Buy
32,833
+17,115
+109% +$3.3M 0.16% 132
2023
Q4 		$2.93M Buy
15,718
+13,389
+575% +$2.54M 0.11% 175
2023
Q3 		$466K Sell
2,329
-585
-20% -$131K 0.02% 422
2023
Q2 		$728K Hold
2,914
– – 0.03% 306
2023
Q1 		$741K Sell
2,914
-72
-2% -$16.9K 0.05% 285
2022
Q4 		$691K Sell
2,986
-16
-0.5% -$3.69K 0.05% 287
2022
Q3 		$661K Buy
3,002
+1,861
+163% +$417K 0.05% 289
2022
Q2 		$246K Buy
1,141
+39
+4% +$8.5K 0.02% 408
2022
Q1 		$238K Buy
+1,102
New +$224K 0.02% 387

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

Dakota Wealth Management's HSY Position: Q1 2026 in Review

Dakota Wealth Management reduced its Hershey (HSY) stake by 45% in Q1 2026, selling an estimated $2.23M and leaving 13,161 shares worth $2.74M. The position accounts for 0.06% of the portfolio, ranked #236.

Dakota Wealth Management first reported a position in HSY in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.39M in Q1 2024. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Dakota Wealth Management held 13,161 shares of Hershey worth $2.74M as of Q1 2026.
  • Dakota Wealth Management sold 10,569 Hershey shares in Q1 2026, an estimated $2.23M.
  • Hershey made up 0.06% of Dakota Wealth Management's portfolio in Q1 2026, its #236 holding.
  • Dakota Wealth Management first reported a position in Hershey in Q1 2022 and has held it in 17 quarters since.
  • Dakota Wealth Management's Hershey position peaked at $6.39M in Q1 2024.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.