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Foundations Investment Advisors’s Hershey HSY Stock Holding History

Foundations Investment 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 		$753K Buy
3,624
+1,147
+46% +$242K 0.01% 597
2025
Q4 		$451K Buy
2,477
+499
+25% +$91.2K 0.01% 747
2025
Q3 		$370K Sell
1,978
-245
-11% -$44.5K 0.01% 760
2025
Q2 		$369K Buy
2,223
+689
+45% +$114K 0.01% 681
2025
Q1 		$262K Buy
1,534
+128
+9% +$21K ﹤0.01% 754
2024
Q4 		$238K Buy
1,406
+39
+3% +$6.99K ﹤0.01% 736
2024
Q3 		$262K Buy
1,367
+247
+22% +$48K 0.01% 673
2024
Q2 		$206K Buy
+1,120
New +$217K 0.01% 718

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

Foundations Investment Advisors's HSY Position: Q1 2026 in Review

Foundations Investment Advisors increased its Hershey (HSY) stake by 46% in Q1 2026, buying an estimated $242K and bringing the position to 3,624 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #597.

Foundations Investment Advisors first reported a position in HSY in Q2 2024 and has held it in 8 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Foundations Investment Advisors held 3,624 shares of Hershey worth $753K as of Q1 2026.
  • Foundations Investment Advisors bought 1,147 Hershey shares in Q1 2026, an estimated $242K.
  • Hershey made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #597 holding.
  • Foundations Investment Advisors first reported a position in Hershey in Q2 2024 and has held it in 8 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.