HWM
HSY icon

HB Wealth Management’s Hershey HSY Stock Holding History

HB Wealth Management’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 		$749K Buy
3,605
+4
+0.1% +$844 ﹤0.01% 790
2025
Q4 		$655K Sell
3,601
-71
-2% -$13K ﹤0.01% 779
2025
Q3 		$687K Buy
3,672
+699
+24% +$127K ﹤0.01% 723
2025
Q2 		$494K Sell
2,973
-1,218
-29% -$201K ﹤0.01% 752
2025
Q1 		$717K Buy
4,191
+606
+17% +$99.2K 0.01% 648
2024
Q4 		$607K Buy
3,585
+616
+21% +$110K 0.01% 558
2024
Q3 		$569K Buy
2,969
+415
+16% +$80.7K 0.01% 546
2024
Q2 		$470K Buy
2,554
+690
+37% +$134K 0.01% 562
2024
Q1 		$363K Buy
1,864
+400
+27% +$77.2K ﹤0.01% 594
2023
Q4 		$273K Sell
1,464
-122
-8% -$23.1K ﹤0.01% 642
2023
Q3 		$317K Sell
1,586
-372
-19% -$83.3K 0.01% 547
2023
Q2 		$489K Buy
1,958
+9
+0.5% +$2.36K 0.01% 423
2023
Q1 		$496K Buy
1,949
+547
+39% +$129K 0.01% 415
2022
Q4 		$325K Buy
1,402
+131
+10% +$30.2K 0.01% 497
2022
Q3 		$280K Buy
1,271
+83
+7% +$18.6K 0.01% 457
2022
Q2 		$256K Sell
1,188
-76
-6% -$16.6K 0.01% 482
2022
Q1 		$274K Buy
1,264
+149
+13% +$30.3K 0.01% 474
2021
Q4 		$216K Buy
+1,115
New +$202K ﹤0.01% 474

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

HB Wealth Management's HSY Position: Q1 2026 in Review

HB Wealth Management increased its Hershey (HSY) stake by 0.11% in Q1 2026, buying an estimated $844 and bringing the position to 3,605 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

HB Wealth Management first reported a position in HSY in Q4 2021 and has held it in 18 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • HB Wealth Management held 3,605 shares of Hershey worth $749K as of Q1 2026.
  • HB Wealth Management bought 4 Hershey shares in Q1 2026, an estimated $844.
  • Hershey made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #790 holding.
  • HB Wealth Management first reported a position in Hershey in Q4 2021 and has held it in 18 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.