E.S. Barr & Co’s Hershey HSY Stock Holding History

E.S. Barr & Co’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	$351K	Sell	1,686 -2,661	-61%	-$561K	0.02%	85
2025 Q4	$791K	Buy	4,347 +2,661	+158%	+$486K	0.04%	62
2025 Q3	$315K	Hold	1,686	–	–	0.02%	95
2025 Q2	$280K	Hold	1,686	–	–	0.02%	95
2025 Q1	$288K	Hold	1,686	–	–	0.02%	89
2024 Q4	$286K	Hold	1,686	–	–	0.02%	89
2024 Q3	$323K	Sell	1,686 -250	-13%	-$48.6K	0.02%	83
2024 Q2	$356K	Hold	1,936	–	–	0.02%	74
2024 Q1	$377K	Sell	1,936 -750	-28%	-$145K	0.02%	71
2023 Q4	$501K	Buy	2,686 +150	+6%	+$28.4K	0.03%	67
2023 Q3	$507K	Buy	2,536 +750	+42%	+$168K	0.04%	63
2023 Q2	$446K	Hold	1,786	–	–	0.03%	67
2023 Q1	$454K	Hold	1,786	–	–	0.04%	64
2022 Q4	$414K	Hold	1,786	–	–	0.03%	71
2022 Q3	$394K	Hold	1,786	–	–	0.03%	70
2022 Q2	$384K	Hold	1,786	–	–	0.03%	75
2022 Q1	$387K	Hold	1,786	–	–	0.03%	79
2021 Q4	$346K	Hold	1,786	–	–	0.02%	79
2021 Q3	$302K	Hold	1,786	–	–	0.02%	78
2021 Q2	$311K	Buy	1,786 +450	+34%	+$75.8K	0.02%	81
2021 Q1	$211K	Hold	1,336	–	–	0.02%	91
2020 Q4	$204K	Buy	+1,336	New	+$198K	0.02%	82

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

E.S. Barr & Co's HSY Position: Q1 2026 in Review

E.S. Barr & Co reduced its Hershey (HSY) stake by 61% in Q1 2026, selling an estimated $561K and leaving 1,686 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #85.

E.S. Barr & Co first reported a position in HSY in Q4 2020 and has held it in 22 quarters since. The position peaked at $791K in Q4 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

E.S. Barr & Co held 1,686 shares of Hershey worth $351K as of Q1 2026.
E.S. Barr & Co sold 2,661 Hershey shares in Q1 2026, an estimated $561K.
Hershey made up 0.02% of E.S. Barr & Co's portfolio in Q1 2026, its #85 holding.
E.S. Barr & Co first reported a position in Hershey in Q4 2020 and has held it in 22 quarters since.
E.S. Barr & Co's Hershey position peaked at $791K in Q4 2025.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.