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Elwood & Goetz Wealth Advisory Group’s Hershey HSY Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$233K Sell
1,123
-23
-2% -$4.85K 0.04% 129
2025
Q4 		$209K Buy
1,146
+41
+4% +$7.5K 0.04% 134
2025
Q3 		$207K Buy
+1,105
New +$201K 0.04% 130

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

Elwood & Goetz Wealth Advisory Group's HSY Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Hershey (HSY) stake by 2% in Q1 2026, selling an estimated $4.85K and leaving 1,123 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #129.

Elwood & Goetz Wealth Advisory Group first reported a position in HSY in Q3 2025 and has held it in 3 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,123 shares of Hershey worth $233K as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group sold 23 Hershey shares in Q1 2026, an estimated $4.85K.
  • Hershey made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #129 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Hershey in Q3 2025 and has held it in 3 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.