EF
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Empirical Finance’s Hershey HSY Stock Holding History

Empirical Finance’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 		$1.06M Sell
5,096
-6
-0.1% -$1.26K 0.05% 283
2025
Q4 		$928K Sell
5,102
-217
-4% -$39.7K 0.04% 300
2025
Q3 		$995K Buy
5,319
+52
+1% +$9.45K 0.05% 308
2025
Q2 		$874K Buy
5,267
+36
+0.7% +$5.93K 0.05% 333
2025
Q1 		$895K Buy
5,231
+177
+4% +$29K 0.05% 295
2024
Q4 		$856K Sell
5,054
-49
-1% -$8.79K 0.05% 301
2024
Q3 		$979K Buy
5,103
+102
+2% +$19.8K 0.06% 284
2024
Q2 		$919K Sell
5,001
-302
-6% -$58.4K 0.06% 283
2024
Q1 		$1.03M Buy
5,303
+182
+4% +$35.1K 0.06% 275
2023
Q4 		$955K Buy
5,121
+44
+0.9% +$8.34K 0.07% 265
2023
Q3 		$1.02M Buy
5,077
+497
+11% +$111K 0.07% 242
2023
Q2 		$1.14M Buy
4,580
+516
+13% +$135K 0.09% 211
2023
Q1 		$1.03M Buy
4,064
+212
+6% +$49.8K 0.1% 201
2022
Q4 		$892K Buy
3,852
+309
+9% +$71.2K 0.09% 225
2022
Q3 		$781K Buy
3,543
+578
+19% +$130K 0.09% 210
2022
Q2 		$638K Buy
2,965
+156
+6% +$34K 0.08% 232
2022
Q1 		$609K Buy
2,809
+308
+12% +$62.6K 0.07% 263
2021
Q4 		$484K Buy
2,501
+663
+36% +$120K 0.06% 308
2021
Q3 		$311K Buy
1,838
+105
+6% +$18.6K 0.05% 341
2021
Q2 		$302K Buy
1,733
+250
+17% +$42.1K 0.05% 328
2021
Q1 		$226K Hold
1,483
– – 0.04% 304
2020
Q4 		$226K Buy
+1,483
New +$219K 0.04% 304
2017
Q1 		– Sell
-99
Closed -$11K – 303
2016
Q4 		$11K Buy
+99
New +$9.78K 0.01% 350

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

Empirical Finance's HSY Position: Q1 2026 in Review

Empirical Finance reduced its Hershey (HSY) stake by 0.12% in Q1 2026, selling an estimated $1.26K and leaving 5,096 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #283.

Empirical Finance first reported a position in HSY in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.14M in Q2 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Empirical Finance held 5,096 shares of Hershey worth $1.06M as of Q1 2026.
  • Empirical Finance sold 6 Hershey shares in Q1 2026, an estimated $1.26K.
  • Hershey made up 0.05% of Empirical Finance's portfolio in Q1 2026, its #283 holding.
  • Empirical Finance first reported a position in Hershey in Q4 2016 and has held it in 23 quarters since.
  • Empirical Finance's Hershey position peaked at $1.14M in Q2 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.