FDW
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Fourth Dimension Wealth’s Hershey HSY Stock Holding History

Fourth Dimension Wealth’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 		$350K Buy
1,685
+311
+23% +$65.6K 0.13% 100
2025
Q4 		$250K Buy
1,374
+1,134
+473% +$207K 0.09% 120
2025
Q3 		$44.8K Buy
240
+2
+0.8% +$363 0.02% 241
2025
Q2 		$39.5K Buy
+238
New +$39.2K 0.02% 251

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

Fourth Dimension Wealth's HSY Position: Q1 2026 in Review

Fourth Dimension Wealth increased its Hershey (HSY) stake by 23% in Q1 2026, buying an estimated $65.6K and bringing the position to 1,685 shares worth $350K. The position accounts for 0.13% of the portfolio, ranked #100.

Fourth Dimension Wealth first reported a position in HSY in Q2 2025 and has held it in 4 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Fourth Dimension Wealth held 1,685 shares of Hershey worth $350K as of Q1 2026.
  • Fourth Dimension Wealth bought 311 Hershey shares in Q1 2026, an estimated $65.6K.
  • Hershey made up 0.13% of Fourth Dimension Wealth's portfolio in Q1 2026, its #100 holding.
  • Fourth Dimension Wealth first reported a position in Hershey in Q2 2025 and has held it in 4 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.