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Excalibur Management’s Hershey HSY Stock Holding History

Excalibur Management’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 		$399K Hold
1,919
– – 0.14% 115
2025
Q4 		$349K Buy
1,919
+20
+1% +$3.66K 0.13% 122
2025
Q3 		$355K Hold
1,899
– – 0.13% 125
2025
Q2 		$315K Buy
1,899
+559
+42% +$92.1K 0.12% 132
2025
Q1 		$229K Buy
+1,340
New +$219K 0.09% 152

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

Excalibur Management's HSY Position: Q1 2026 in Review

Excalibur Management held its Hershey (HSY) position steady in Q1 2026 at 1,919 shares worth $399K. The position accounts for 0.14% of the portfolio, ranked #115.

Excalibur Management first reported a position in HSY in Q1 2025 and has held it in 5 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Excalibur Management held 1,919 shares of Hershey worth $399K as of Q1 2026.
  • Excalibur Management left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.14% of Excalibur Management's portfolio in Q1 2026, its #115 holding.
  • Excalibur Management first reported a position in Hershey in Q1 2025 and has held it in 5 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.