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Great Valley Advisor Group’s Hershey HSY Stock Holding History

Great Valley Advisor Group’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 		$2.93M Buy
14,111
+897
+7% +$189K 0.05% 302
2025
Q4 		$2.4M Sell
13,214
-164
-1% -$30K 0.05% 303
2025
Q3 		$2.5M Sell
13,378
-48
-0.4% -$8.72K 0.05% 289
2025
Q2 		$2.23M Sell
13,426
-1,368
-9% -$225K 0.05% 294
2025
Q1 		$2.53M Sell
14,794
-17,207
-54% -$2.82M 0.05% 271
2024
Q4 		$5.42M Sell
32,001
-23,646
-42% -$4.24M 0.12% 166
2024
Q3 		$10.7M Buy
55,647
+18,515
+50% +$3.6M 0.26% 96
2024
Q2 		$6.83M Buy
37,132
+5,208
+16% +$1.01M 0.19% 122
2024
Q1 		$6.21M Buy
31,924
+26,085
+447% +$5.03M 0.19% 128
2023
Q4 		$1.09M Buy
5,839
+57
+1% +$10.8K 0.04% 326
2023
Q3 		$1.16M Sell
5,782
-837
-13% -$187K 0.05% 296
2023
Q2 		$1.65M Buy
6,619
+288
+5% +$75.5K 0.07% 241
2023
Q1 		$1.61M Sell
6,331
-9,573
-60% -$2.25M 0.08% 238
2022
Q4 		$3.68M Buy
15,904
+10,653
+203% +$2.46M 0.19% 136
2022
Q3 		$1.16M Sell
5,251
-39
-0.7% -$8.74K 0.06% 279
2022
Q2 		$1.14M Buy
5,290
+29
+0.6% +$6.32K 0.06% 286
2022
Q1 		$1.14M Buy
5,261
+21
+0.4% +$4.26K 0.07% 265
2021
Q4 		$1.01M Buy
5,240
+1
+0% +$181 0.06% 266
2021
Q3 		$887K Buy
5,239
+1
+0% +$177 0.06% 260
2021
Q2 		$912K Buy
5,238
+1
+0% +$168 0.07% 250
2021
Q1 		$828K Buy
5,237
+2
+0% +$301 0.08% 221
2020
Q4 		$797K Buy
5,235
+1
+0% +$148 0.08% 208
2020
Q3 		$750K Buy
5,234
+1
+0% +$142 0.09% 192
2020
Q2 		$679K Buy
5,233
+1
+0% +$134 0.11% 193
2020
Q1 		$693K Buy
5,232
+2
+0% +$295 0.18% 143
2019
Q4 		$769K Sell
5,230
-115
-2% -$17.1K 0.17% 162
2019
Q3 		$828K Buy
5,345
+1
+0% +$151 0.2% 149
2019
Q2 		$717K Sell
5,344
-405
-7% -$51.5K 0.18% 156
2019
Q1 		$660K Buy
5,749
+1
+0% +$109 0.21% 133
2018
Q4 		$616K Buy
+5,748
New +$611K 0.23% 101

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

Great Valley Advisor Group's HSY Position: Q1 2026 in Review

Great Valley Advisor Group increased its Hershey (HSY) stake by 6.8% in Q1 2026, buying an estimated $189K and bringing the position to 14,111 shares worth $2.93M. The position accounts for 0.05% of the portfolio, ranked #302.

Great Valley Advisor Group first reported a position in HSY in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.7M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Great Valley Advisor Group held 14,111 shares of Hershey worth $2.93M as of Q1 2026.
  • Great Valley Advisor Group bought 897 Hershey shares in Q1 2026, an estimated $189K.
  • Hershey made up 0.05% of Great Valley Advisor Group's portfolio in Q1 2026, its #302 holding.
  • Great Valley Advisor Group first reported a position in Hershey in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Hershey position peaked at $10.7M in Q3 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.