EFS
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Essex Financial Services’s Hershey HSY Stock Holding History

Essex Financial Services’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 		$336K Sell
1,619
-557
-26% -$117K 0.02% 570
2025
Q4 		$396K Buy
2,176
+37
+2% +$6.76K 0.02% 513
2025
Q3 		$400K Sell
2,139
-124
-5% -$22.5K 0.02% 491
2025
Q2 		$376K Sell
2,263
-66
-3% -$10.9K 0.02% 485
2025
Q1 		$398K Sell
2,329
-386
-14% -$63.2K 0.03% 430
2024
Q4 		$460K Sell
2,715
-4
-0.1% -$717 0.03% 391
2024
Q3 		$499K Buy
2,719
+106
+4% +$20.6K 0.04% 381
2024
Q2 		$528K Buy
2,613
+232
+10% +$44.9K 0.04% 368
2024
Q1 		$463K Buy
2,381
+601
+34% +$116K 0.04% 338
2023
Q4 		$332K Buy
1,780
+32
+2% +$6.06K 0.03% 379
2023
Q3 		$350K Sell
1,748
-167
-9% -$37.4K 0.04% 349
2023
Q2 		$478K Sell
1,915
-49
-2% -$12.9K 0.05% 291
2023
Q1 		$500K Buy
1,964
+258
+15% +$60.6K 0.05% 284
2022
Q4 		$395K Buy
1,706
+15
+0.9% +$3.46K 0.04% 321
2022
Q3 		$373K Sell
1,691
-1
-0.1% -$224 0.04% 301
2022
Q2 		$364K Buy
1,692
+4
+0.2% +$872 0.04% 321
2022
Q1 		$366K Sell
1,688
-128
-7% -$26K 0.04% 332
2021
Q4 		$351K Hold
1,816
– – 0.03% 339
2021
Q3 		$307K Hold
1,816
– – 0.04% 341
2021
Q2 		$287K Hold
1,816
– – 0.04% 335
2021
Q1 		$287K Sell
1,816
-37
-2% -$5.57K 0.05% 274
2020
Q4 		$282K Buy
1,853
+5
+0.3% +$740 0.06% 252
2020
Q3 		$265K Hold
1,848
– – 0.07% 229
2020
Q2 		$240K Hold
1,848
– – 0.07% 220
2020
Q1 		$245K Hold
1,848
– – 0.09% 203
2019
Q4 		$272K Sell
1,848
-1,300
-41% -$193K 0.08% 221
2019
Q3 		$488K Hold
3,148
– – 0.16% 140
2019
Q2 		$422K Sell
3,148
-122
-4% -$15.5K 0.12% 151
2019
Q1 		$375K Buy
3,270
+148
+5% +$16.1K 0.11% 157
2018
Q4 		$335K Hold
3,122
– – 0.1% 167
2018
Q3 		$318K Hold
3,122
– – 0.07% 214
2018
Q2 		$291K Hold
3,122
– – 0.07% 219
2018
Q1 		$309K Hold
3,122
– – 0.06% 260
2017
Q4 		$354K Hold
3,122
– – 0.08% 189
2017
Q3 		$341K Buy
3,122
+57
+2% +$6.07K 0.08% 193
2017
Q2 		$329K Hold
3,065
– – 0.07% 252
2017
Q1 		$335K Sell
3,065
-700
-19% -$75.1K 0.08% 234
2016
Q4 		$389K Hold
3,765
– – 0.08% 215
2016
Q3 		$360K Buy
3,765
+300
+9% +$31.7K 0.09% 216
2016
Q2 		$393K Hold
3,465
– – 0.1% 199
2016
Q1 		$319K Sell
3,465
-200
-5% -$17.8K 0.08% 229
2015
Q4 		$327K Sell
3,665
-1,775
-33% -$159K 0.08% 221
2015
Q3 		$500K Sell
5,440
-550
-9% -$50.1K 0.13% 167
2015
Q2 		$532K Hold
5,990
– – 0.14% 174
2015
Q1 		$604K Hold
5,990
– – 0.16% 154
2014
Q4 		$623K Buy
5,990
+200
+3% +$19.5K 0.16% 147
2014
Q3 		$553K Hold
5,790
– – 0.17% 147
2014
Q2 		$564K Hold
5,790
– – 0.17% 142
2014
Q1 		$604K Hold
5,790
– – 0.2% 123
2013
Q4 		$563K Buy
5,790
+354
+7% +$34K 0.19% 123
2013
Q3 		$503 Hold
5,436
– – 0.16% 130
2013
Q2 		$485K Buy
+5,436
New +$480K 0.17% 133

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

Essex Financial Services's HSY Position: Q1 2026 in Review

Essex Financial Services reduced its Hershey (HSY) stake by 26% in Q1 2026, selling an estimated $117K and leaving 1,619 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #570.

Essex Financial Services first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $623K in Q4 2014. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Essex Financial Services held 1,619 shares of Hershey worth $336K as of Q1 2026.
  • Essex Financial Services sold 557 Hershey shares in Q1 2026, an estimated $117K.
  • Hershey made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #570 holding.
  • Essex Financial Services first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Hershey position peaked at $623K in Q4 2014.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.