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EP Wealth Advisors’s Hershey HSY Stock Holding History

EP Wealth 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 		$1.63M Buy
7,822
+1,279
+20% +$270K 0.01% 524
2025
Q4 		$1.19M Buy
+6,543
New +$1.2M 0.01% 571
2025
Q2 		$909K Buy
5,478
+2,208
+68% +$364K 0.01% 581
2025
Q1 		$559K Buy
3,270
+462
+16% +$75.6K ﹤0.01% 668
2024
Q4 		$476K Sell
2,808
-770
-22% -$138K ﹤0.01% 708
2024
Q3 		$686K Sell
3,578
-35
-1% -$6.8K 0.01% 596
2024
Q2 		$664K Buy
3,613
+380
+12% +$73.5K 0.01% 473
2024
Q1 		$629K Buy
3,233
+307
+10% +$59.2K 0.01% 467
2023
Q4 		$546K Sell
2,926
-7,393
-72% -$1.4M 0.01% 475
2023
Q3 		$2.06M Sell
10,319
-13,217
-56% -$2.96M 0.03% 235
2023
Q2 		$4.62M Buy
23,536
+16,924
+256% +$4.44M 0.07% 155
2023
Q1 		$264K Sell
6,612
-11,553
-64% -$2.71M ﹤0.01% 516
2022
Q4 		$4.21M Buy
18,165
+5,521
+44% +$1.27M 0.08% 144
2022
Q3 		$2.79M Buy
12,644
+11,094
+716% +$2.49M 0.06% 166
2022
Q2 		$333K Sell
1,550
-44
-3% -$9.59K 0.01% 457
2022
Q1 		$345K Buy
1,594
+192
+14% +$39K 0.01% 463
2021
Q4 		$271K Buy
1,402
+97
+7% +$17.6K 0.01% 477
2021
Q3 		$221K Sell
1,305
-419
-24% -$74K 0.01% 496
2021
Q2 		$300K Buy
1,724
+356
+26% +$60K 0.01% 446
2021
Q1 		$216K Buy
+1,368
New +$206K 0.01% 464

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

EP Wealth Advisors's HSY Position: Q1 2026 in Review

EP Wealth Advisors increased its Hershey (HSY) stake by 20% in Q1 2026, buying an estimated $270K and bringing the position to 7,822 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #524.

EP Wealth Advisors first reported a position in HSY in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.62M in Q2 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • EP Wealth Advisors held 7,822 shares of Hershey worth $1.63M as of Q1 2026.
  • EP Wealth Advisors bought 1,279 Hershey shares in Q1 2026, an estimated $270K.
  • Hershey made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #524 holding.
  • EP Wealth Advisors first reported a position in Hershey in Q1 2021 and has held it in 20 quarters since.
  • EP Wealth Advisors's Hershey position peaked at $4.62M in Q2 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.