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Fiduciary Financial Group’s Hershey HSY Stock Holding History

Fiduciary Financial Group’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 		– Sell
-1,295
Closed -$236K – 353
2025
Q4 		$236K Buy
1,295
+101
+8% +$18.5K 0.03% 299
2025
Q3 		$223K Buy
1,194
+19
+2% +$3.45K 0.04% 295
2025
Q2 		$207K Buy
+1,175
New +$194K 0.04% 290
2024
Q4 		– Sell
-1,145
Closed -$215K – 290
2024
Q3 		$215K Buy
1,145
+77
+7% +$15K 0.05% 248
2024
Q2 		$203K Buy
+1,068
New +$207K 0.05% 249

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

Fiduciary Financial Group's HSY Position: Q1 2026 in Review

Fiduciary Financial Group sold out of Hershey (HSY) in Q1 2026, closing a stake of 1,295 shares — an estimated $236K sold.

Fiduciary Financial Group first reported a position in HSY in Q2 2024 and held it in 5 quarters. The position peaked at $236K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Fiduciary Financial Group reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Financial Group sold 1,295 Hershey shares in Q1 2026, an estimated $236K.
  • Fiduciary Financial Group first reported a position in Hershey in Q2 2024 and held it in 5 quarters.
  • Fiduciary Financial Group's Hershey position peaked at $236K in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Fiduciary Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.