Forvis Mazars Wealth Advisors’s Hershey HSY Stock Holding History

Forvis Mazars 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	$891K	Buy	4,285 +14	+0.3%	+$2.95K	0.02%	222
2025 Q4	$777K	Sell	4,271 -13	-0.3%	-$2.38K	0.01%	233
2025 Q3	$801K	Sell	4,284 -56	-1%	-$10.2K	0.02%	227
2025 Q2	$720K	Hold	4,340	–	–	0.02%	237
2025 Q1	$742K	Sell	4,340 -233	-5%	-$38.1K	0.02%	233
2024 Q4	$774K	Hold	4,573	–	–	0.02%	251
2024 Q3	$877K	Sell	4,573 -5	-0.1%	-$972	0.02%	246
2024 Q2	$842K	Sell	4,578 -186	-4%	-$36K	0.02%	224
2024 Q1	$927K	Sell	4,764 -28	-0.6%	-$5.4K	0.02%	219
2023 Q4	$893K	Sell	4,792 -165	-3%	-$31.3K	0.02%	214
2023 Q3	$992K	Buy	4,957 +113	+2%	+$25.3K	0.03%	205
2023 Q2	$1.21M	Buy	+4,844	New	+$1.27M	0.04%	200

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

Forvis Mazars Wealth Advisors's HSY Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Hershey (HSY) stake by 0.33% in Q1 2026, buying an estimated $2.95K and bringing the position to 4,285 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #222.

Forvis Mazars Wealth Advisors first reported a position in HSY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q2 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Forvis Mazars Wealth Advisors held 4,285 shares of Hershey worth $891K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 14 Hershey shares in Q1 2026, an estimated $2.95K.
Hershey made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #222 holding.
Forvis Mazars Wealth Advisors first reported a position in Hershey in Q2 2023 and has held it in 12 quarters since.
Forvis Mazars Wealth Advisors's Hershey position peaked at $1.21M in Q2 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.