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Harbor Investment Advisory’s Hershey HSY Stock Holding History

Harbor Investment Advisory’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
-65
Closed -$11.8K – 1289
2025
Q4 		$11.8K Sell
65
-2
-3% -$366 ﹤0.01% 908
2025
Q3 		$12.5K Buy
67
+2
+3% +$363 ﹤0.01% 873
2025
Q2 		$10.8K Sell
65
-47
-42% -$7.75K ﹤0.01% 876
2025
Q1 		$19.2K Buy
112
+12
+12% +$1.97K ﹤0.01% 772
2024
Q4 		$16.9K Sell
100
-176
-64% -$31.6K ﹤0.01% 777
2024
Q3 		$52.9K Sell
276
-7
-2% -$1.36K 0.01% 583
2024
Q2 		$52K Sell
283
-618
-69% -$120K 0.01% 576
2024
Q1 		$175K Hold
901
– – 0.02% 359
2023
Q4 		$168K Hold
901
– – 0.02% 350
2023
Q3 		$180K Sell
901
-1
-0.1% -$224 0.02% 322
2023
Q2 		$225K Sell
902
-261
-22% -$68.5K 0.03% 326
2023
Q1 		$296K Sell
1,163
-75
-6% -$17.6K 0.04% 288
2022
Q4 		$287K Buy
1,238
+1
+0.1% +$231 0.04% 288
2022
Q3 		$273K Sell
1,237
-34
-3% -$7.62K 0.05% 281
2022
Q2 		$273K Hold
1,271
– – 0.04% 286
2022
Q1 		$275K Buy
1,271
+26
+2% +$5.28K 0.04% 305
2021
Q4 		$241K Sell
1,245
-35
-3% -$6.34K 0.03% 341
2021
Q3 		$217K Hold
1,280
– – 0.03% 354
2021
Q2 		$223K Hold
1,280
– – 0.03% 349
2021
Q1 		$202K Hold
1,280
– – 0.03% 340
2020
Q4 		$195K Hold
1,280
– – 0.03% 313
2020
Q3 		$183K Hold
1,280
– – 0.04% 290
2020
Q2 		$166K Hold
1,280
– – 0.04% 281
2020
Q1 		$170K Hold
1,280
– – 0.05% 254
2019
Q4 		$188K Buy
+1,280
New +$190K 0.04% 255

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

Harbor Investment Advisory's HSY Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Hershey (HSY) in Q1 2026, closing a stake of 65 shares — an estimated $11.8K sold.

Harbor Investment Advisory first reported a position in HSY in Q4 2019 and held it in 25 quarters. The position peaked at $296K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Harbor Investment Advisory reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 65 Hershey shares in Q1 2026, an estimated $11.8K.
  • Harbor Investment Advisory first reported a position in Hershey in Q4 2019 and held it in 25 quarters.
  • Harbor Investment Advisory's Hershey position peaked at $296K in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.