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Founders Financial Alliance’s Hershey HSY Stock Holding History

Founders Financial Alliance’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
-1,291
Closed -$235K – 745
2025
Q4 		$235K Sell
1,291
-25
-2% -$4.57K 0.04% 328
2025
Q3 		$246K Buy
+1,316
New +$239K 0.05% 330
2025
Q2 		– Sell
-1,174
Closed -$201K – 575
2025
Q1 		$201K Buy
+1,174
New +$192K 0.05% 342
2020
Q4 		– Sell
-529
Closed -$76K – 800
2020
Q3 		$76K Buy
+529
New +$75K 0.05% 310

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

Founders Financial Alliance's HSY Position: Q1 2026 in Review

Founders Financial Alliance sold out of Hershey (HSY) in Q1 2026, closing a stake of 1,291 shares — an estimated $235K sold.

Founders Financial Alliance first reported a position in HSY in Q3 2020 and held it in 4 quarters. The position peaked at $246K in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Founders Financial Alliance reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 1,291 Hershey shares in Q1 2026, an estimated $235K.
  • Founders Financial Alliance first reported a position in Hershey in Q3 2020 and held it in 4 quarters.
  • Founders Financial Alliance's Hershey position peaked at $246K in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.