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Elevate Capital Advisors’s Hershey HSY Stock Holding History

Elevate Capital Advisors’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 		$3.28M Sell
15,768
-6,781
-30% -$1.43M 2.12% 10
2025
Q4 		$4.1M Buy
22,549
+1,281
+6% +$234K 2.71% 9
2025
Q3 		$3.98M Buy
21,268
+3,242
+18% +$589K 2.77% 6
2025
Q2 		$2.99M Buy
18,026
+3,921
+28% +$646K 2.38% 9
2025
Q1 		$2.41M Buy
14,105
+2,657
+23% +$435K 2.23% 15
2024
Q4 		$1.94M Buy
+11,448
New +$2.05M 1.71% 18

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

Elevate Capital Advisors's HSY Position: Q1 2026 in Review

Elevate Capital Advisors reduced its Hershey (HSY) stake by 30% in Q1 2026, selling an estimated $1.43M and leaving 15,768 shares worth $3.28M. The position accounts for 2.12% of the portfolio, ranked #10.

Elevate Capital Advisors first reported a position in HSY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.1M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Elevate Capital Advisors held 15,768 shares of Hershey worth $3.28M as of Q1 2026.
  • Elevate Capital Advisors sold 6,781 Hershey shares in Q1 2026, an estimated $1.43M.
  • Hershey made up 2.12% of Elevate Capital Advisors's portfolio in Q1 2026, its #10 holding.
  • Elevate Capital Advisors first reported a position in Hershey in Q4 2024 and has held it in 6 quarters since.
  • Elevate Capital Advisors's Hershey position peaked at $4.1M in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.