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Frank Rimerman Advisors’s Hershey HSY Stock Holding History

Frank Rimerman 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 		$613K Buy
2,949
+3
+0.1% +$633 0.04% 341
2025
Q4 		$536K Sell
2,946
-23
-0.8% -$4.21K 0.03% 363
2025
Q3 		$555K Sell
2,969
-8
-0.3% -$1.45K 0.04% 346
2025
Q2 		$494K Buy
2,977
+460
+18% +$75.8K 0.03% 349
2025
Q1 		$430K Buy
2,517
+608
+32% +$99.5K 0.03% 346
2024
Q4 		$323K Buy
1,909
+37
+2% +$6.63K 0.02% 390
2024
Q3 		$359K Sell
1,872
-145
-7% -$28.2K 0.03% 388
2024
Q2 		$371K Buy
+2,017
New +$390K 0.03% 411

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

Frank Rimerman Advisors's HSY Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Hershey (HSY) stake by 0.1% in Q1 2026, buying an estimated $633 and bringing the position to 2,949 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #341.

Frank Rimerman 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.

  • Frank Rimerman Advisors held 2,949 shares of Hershey worth $613K as of Q1 2026.
  • Frank Rimerman Advisors bought 3 Hershey shares in Q1 2026, an estimated $633.
  • Hershey made up 0.04% of Frank Rimerman Advisors's portfolio in Q1 2026, its #341 holding.
  • Frank Rimerman 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 Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.