Empowered Funds’s Hershey HSY Stock Holding History

Empowered Funds’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	$6.92M	Buy	+33,268	New	+$7.02M	0.04%	516
2025 Q4	–	Sell	-45,031	Closed	-$8.42M	–	1408
2025 Q3	$8.42M	Sell	45,031 -10,681	-19%	-$1.94M	0.09%	294
2025 Q2	$9.25M	Sell	55,712 -16,534	-23%	-$2.73M	0.1%	223
2025 Q1	$12.4M	Buy	72,246 +35,274	+95%	+$5.78M	0.18%	113
2024 Q4	$6.26M	Buy	36,972 +11,053	+43%	+$1.98M	0.09%	309
2024 Q3	$4.97M	Buy	25,919 +1,248	+5%	+$243K	0.08%	362
2024 Q2	$4.54M	Sell	24,671 -11,430	-32%	-$2.21M	0.08%	346
2024 Q1	$7.02M	Buy	36,101 +18,056	+100%	+$3.48M	0.13%	224
2023 Q4	$3.36M	Buy	18,045 +5,130	+40%	+$972K	0.08%	343
2023 Q3	$2.58M	Buy	12,915 +11,361	+731%	+$2.54M	0.08%	376
2023 Q2	$388K	Buy	1,554 +466	+43%	+$122K	0.01%	891
2023 Q1	$277K	Buy	+1,088	New	+$256K	0.02%	462
2019 Q4	–	Sell	-7,575	Closed	-$1.17M	–	123
2019 Q3	$1.17M	Buy	+7,575	New	+$1.14M	0.51%	62

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

Empowered Funds's HSY Position: Q1 2026 in Review

Empowered Funds opened a new position in Hershey (HSY) in Q1 2026: 33,268 shares worth $6.92M. The stake represents 0.04% of the portfolio and ranks #516 among its holdings. This is a return to the name: Empowered Funds previously reported a position in HSY as recently as Q3 2025.

Empowered Funds first reported a position in HSY in Q3 2019 and has held it in 13 quarters since. The position peaked at $12.4M in Q1 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Empowered Funds held 33,268 shares of Hershey worth $6.92M as of Q1 2026.
Hershey was a new Empowered Funds position in Q1 2026.
Hershey made up 0.04% of Empowered Funds's portfolio in Q1 2026, its #516 holding.
Empowered Funds first reported a position in Hershey in Q3 2019 and has held it in 13 quarters since.
Empowered Funds's Hershey position peaked at $12.4M in Q1 2025.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.