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Davis Investment Partners’s Hershey HSY Stock Holding History

Davis Investment Partners’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 		$530K Sell
2,552
-32
-1% -$6.75K 0.19% 101
2025
Q4 		$471K Sell
2,584
-26
-1% -$4.75K 0.16% 104
2025
Q3 		$493K Sell
2,610
-346
-12% -$62.9K 0.17% 103
2025
Q2 		$520K Buy
2,956
+91
+3% +$15K 0.19% 104
2025
Q1 		$488K Buy
+2,865
New +$469K 0.22% 94

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

Davis Investment Partners's HSY Position: Q1 2026 in Review

Davis Investment Partners reduced its Hershey (HSY) stake by 1.2% in Q1 2026, selling an estimated $6.75K and leaving 2,552 shares worth $530K. The position accounts for 0.19% of the portfolio, ranked #101.

Davis Investment Partners first reported a position in HSY in Q1 2025 and has held it in 5 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Davis Investment Partners held 2,552 shares of Hershey worth $530K as of Q1 2026.
  • Davis Investment Partners sold 32 Hershey shares in Q1 2026, an estimated $6.75K.
  • Hershey made up 0.19% of Davis Investment Partners's portfolio in Q1 2026, its #101 holding.
  • Davis Investment Partners first reported a position in Hershey in Q1 2025 and has held it in 5 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.