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Harvest Investment Advisors’s Hershey HSY Stock Holding History

Harvest Investment 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
2025
Q4 		$2.02M Buy
+11,107
New +$2.03M 1.15% 29
2025
Q2 		$1.82M Buy
10,967
+108
+1% +$17.8K 1.17% 27
2025
Q1 		$1.86M Buy
10,859
+3,087
+40% +$505K 1.34% 22
2024
Q4 		$1.32M Buy
7,772
+215
+3% +$38.6K 0.91% 42
2024
Q3 		$1.45M Buy
7,557
+1,180
+19% +$229K 0.99% 44
2024
Q2 		$1.17M Buy
+6,377
New +$1.23M 0.86% 47

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Investment Advisors's HSY Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Hershey (HSY) in Q4 2025: 11,107 shares worth $2.02M. The stake represents 1.15% of the portfolio and ranks #29 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in HSY as recently as Q2 2025.

Harvest Investment Advisors first reported a position in HSY in Q2 2024 and has held it in 6 quarters since. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Harvest Investment Advisors held 11,107 shares of Hershey worth $2.02M as of Q4 2025.
  • Hershey was a new Harvest Investment Advisors position in Q4 2025.
  • Hershey made up 1.15% of Harvest Investment Advisors's portfolio in Q4 2025, its #29 holding.
  • Harvest Investment Advisors first reported a position in Hershey in Q2 2024 and has held it in 6 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.