HI
HSY icon

Harbour Investments’s Hershey HSY Stock Holding History

Harbour Investments’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 		$2.21M Buy
10,614
+1,174
+12% +$248K 0.03% 465
2025
Q4 		$1.72M Buy
9,440
+4,158
+79% +$760K 0.03% 435
2025
Q3 		$988K Buy
5,282
+570
+12% +$104K 0.02% 569
2025
Q2 		$782K Sell
4,712
-145
-3% -$23.9K 0.02% 610
2025
Q1 		$831K Sell
4,857
-352
-7% -$57.6K 0.02% 539
2024
Q4 		$882K Sell
5,209
-476
-8% -$85.4K 0.03% 511
2024
Q3 		$1.09M Sell
5,685
-161
-3% -$31.3K 0.03% 427
2024
Q2 		$1.07M Buy
5,846
+15
+0.3% +$2.9K 0.04% 396
2024
Q1 		$1.13M Buy
5,831
+2,625
+82% +$506K 0.04% 386
2023
Q4 		$598K Buy
3,206
+1,105
+53% +$209K 0.02% 488
2023
Q3 		$420K Buy
2,101
+1,391
+196% +$311K 0.02% 540
2023
Q2 		$177K Buy
710
+12
+2% +$3.15K 0.01% 837
2023
Q1 		$178K Sell
698
-43
-6% -$10.1K 0.01% 808
2022
Q4 		$172K Sell
741
-245
-25% -$56.5K 0.01% 794
2022
Q3 		$212K Hold
986
– – 0.01% 669
2022
Q2 		$212K Buy
+986
New +$215K 0.01% 669
2021
Q4 		$372K Sell
1,921
-1,900
-50% -$344K 0.02% 502
2021
Q3 		$647K Buy
3,821
+63
+2% +$11.1K 0.02% 557
2021
Q2 		$655K Buy
3,758
+48
+1% +$8.08K 0.02% 567
2021
Q1 		$587K Buy
+3,710
New +$559K 0.02% 552

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

Harbour Investments's HSY Position: Q1 2026 in Review

Harbour Investments increased its Hershey (HSY) stake by 12% in Q1 2026, buying an estimated $248K and bringing the position to 10,614 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #465.

Harbour Investments first reported a position in HSY in Q1 2021 and has held it in 20 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Harbour Investments held 10,614 shares of Hershey worth $2.21M as of Q1 2026.
  • Harbour Investments bought 1,174 Hershey shares in Q1 2026, an estimated $248K.
  • Hershey made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #465 holding.
  • Harbour Investments first reported a position in Hershey in Q1 2021 and has held it in 20 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.