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Frederick Financial Consultants’s Hershey HSY Stock Holding History

Frederick Financial Consultants’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 		$305K Sell
1,467
-20
-1% -$4.22K 0.15% 79
2025
Q4 		$271K Buy
1,487
+6
+0.4% +$1.1K 0.15% 83
2025
Q3 		$277K Buy
1,481
+7
+0.5% +$1.27K 0.16% 81
2025
Q2 		$245K Buy
1,474
+9
+0.6% +$1.48K 0.15% 88
2025
Q1 		$251K Buy
1,465
+12
+0.8% +$1.97K 0.18% 79
2024
Q4 		$246K Buy
+1,453
New +$261K 0.2% 70

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

Frederick Financial Consultants's HSY Position: Q1 2026 in Review

Frederick Financial Consultants reduced its Hershey (HSY) stake by 1.3% in Q1 2026, selling an estimated $4.22K and leaving 1,467 shares worth $305K. The position accounts for 0.15% of the portfolio, ranked #79.

Frederick Financial Consultants first reported a position in HSY in Q4 2024 and has held it in 6 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Frederick Financial Consultants held 1,467 shares of Hershey worth $305K as of Q1 2026.
  • Frederick Financial Consultants sold 20 Hershey shares in Q1 2026, an estimated $4.22K.
  • Hershey made up 0.15% of Frederick Financial Consultants's portfolio in Q1 2026, its #79 holding.
  • Frederick Financial Consultants first reported a position in Hershey in Q4 2024 and has held it in 6 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.