HBW
HSY icon

Hazlett, Burt & Watson’s Hershey HSY Stock Holding History

Hazlett, Burt & Watson’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 		$2.31M Sell
11,134
-302
-3% -$63.7K 0.72% 31
2025
Q4 		$2.08M Buy
11,436
+87
+0.8% +$15.9K 0.66% 36
2025
Q3 		$2.12M Hold
11,349
– – 0.75% 29
2025
Q2 		$1.89M Sell
11,349
-130
-1% -$21.4K 0.77% 31
2025
Q1 		$1.96M Buy
11,479
+125
+1% +$20.5K 0.88% 23
2024
Q4 		$1.92M Buy
11,354
+39
+0.3% +$6.99K 0.85% 22
2024
Q3 		$2.17M Buy
11,315
+1,917
+20% +$373K 1% 20
2024
Q2 		$1.73M Buy
9,398
+3,160
+51% +$611K 0.89% 24
2024
Q1 		$1.22M Buy
6,238
+980
+19% +$189K 0.73% 24
2023
Q4 		$980K Hold
5,258
– – 0.66% 26
2023
Q3 		$1.05M Buy
5,258
+55
+1% +$12.3K 0.78% 21
2023
Q2 		$1.3M Sell
5,203
-75
-1% -$19.7K 0.97% 19
2023
Q1 		$1.34M Sell
5,278
-176
-3% -$41.3K 1.1% 19
2022
Q4 		$1.26M Buy
5,454
+18
+0.3% +$4.15K 1.11% 17
2022
Q3 		$1.2M Buy
5,436
+275
+5% +$61.6K 1.16% 16
2022
Q2 		$1.11M Sell
5,161
-49
-0.9% -$10.7K 1.02% 18
2022
Q1 		$1.13M Buy
+5,210
New +$1.06M 0.89% 19

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

Hazlett, Burt & Watson's HSY Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Hershey (HSY) stake by 2.6% in Q1 2026, selling an estimated $63.7K and leaving 11,134 shares worth $2.31M. The position accounts for 0.72% of the portfolio, ranked #31.

Hazlett, Burt & Watson first reported a position in HSY in Q1 2022 and has held it in 17 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Hazlett, Burt & Watson held 11,134 shares of Hershey worth $2.31M as of Q1 2026.
  • Hazlett, Burt & Watson sold 302 Hershey shares in Q1 2026, an estimated $63.7K.
  • Hershey made up 0.72% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #31 holding.
  • Hazlett, Burt & Watson first reported a position in Hershey in Q1 2022 and has held it in 17 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.