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Heartland Bank & Trust’s Hershey HSY Stock Holding History

Heartland Bank & Trust’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 		$278K Buy
1,339
+28
+2% +$5.91K 0.06% 174
2025
Q4 		$239K Sell
1,311
-66
-5% -$12.1K 0.1% 140
2025
Q3 		$258K Sell
1,377
-680
-33% -$124K 0.11% 149
2025
Q2 		$341K Sell
2,057
-81
-4% -$13.4K 0.16% 130
2025
Q1 		$366K Buy
+2,138
New +$350K 0.19% 116
2024
Q4 		– Sell
-1,877
Closed -$360K – 148
2024
Q3 		$360K Sell
1,877
-69
-4% -$13.4K 0.19% 112
2024
Q2 		$358K Buy
1,946
+82
+4% +$15.9K 0.2% 109
2024
Q1 		$363K Buy
+1,864
New +$360K 0.21% 108
2023
Q4 		– Sell
-2,052
Closed -$411K – 129
2023
Q3 		$411K Buy
2,052
+32
+2% +$7.16K 0.32% 89
2023
Q2 		$504K Sell
2,020
-217
-10% -$56.9K 0.39% 80
2023
Q1 		$569K Buy
2,237
+15
+0.7% +$3.52K 0.43% 69
2022
Q4 		$515K Sell
2,222
-121
-5% -$27.9K 0.38% 71
2022
Q3 		$517K Buy
+2,343
New +$525K 0.49% 68

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

Heartland Bank & Trust's HSY Position: Q1 2026 in Review

Heartland Bank & Trust increased its Hershey (HSY) stake by 2.1% in Q1 2026, buying an estimated $5.91K and bringing the position to 1,339 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #174.

Heartland Bank & Trust first reported a position in HSY in Q3 2022 and has held it in 13 quarters since. The position peaked at $569K in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Heartland Bank & Trust held 1,339 shares of Hershey worth $278K as of Q1 2026.
  • Heartland Bank & Trust bought 28 Hershey shares in Q1 2026, an estimated $5.91K.
  • Hershey made up 0.06% of Heartland Bank & Trust's portfolio in Q1 2026, its #174 holding.
  • Heartland Bank & Trust first reported a position in Hershey in Q3 2022 and has held it in 13 quarters since.
  • Heartland Bank & Trust's Hershey position peaked at $569K in Q1 2023.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.