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Hennessy Advisors Inc’s Hershey HSY Stock Holding History

Hennessy Advisors Inc’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 		– Sell
-17,200
Closed -$3.13M – 294
2025
Q4 		$3.13M Sell
17,200
-300
-2% -$54.8K 0.11% 187
2025
Q3 		$3.27M Buy
17,500
+300
+2% +$54.5K 0.11% 183
2025
Q2 		$2.85M Sell
17,200
-400
-2% -$65.9K 0.1% 192
2025
Q1 		$3.01M Buy
17,600
+4,500
+34% +$737K 0.1% 185
2024
Q4 		$2.22M Sell
13,100
-800
-6% -$143K 0.07% 228
2024
Q3 		$2.67M Sell
13,900
-300
-2% -$58.3K 0.09% 224
2024
Q2 		$2.61M Sell
14,200
-300
-2% -$58K 0.1% 215
2024
Q1 		$2.82M Buy
+14,500
New +$2.8M 0.12% 208

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

Hennessy Advisors Inc's HSY Position: Q1 2026 in Review

Hennessy Advisors Inc sold out of Hershey (HSY) in Q1 2026, closing a stake of 17,200 shares — an estimated $3.13M sold.

Hennessy Advisors Inc first reported a position in HSY in Q1 2024 and held it in 8 quarters. The position peaked at $3.27M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Hennessy Advisors Inc reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Hennessy Advisors Inc sold 17,200 Hershey shares in Q1 2026, an estimated $3.13M.
  • Hennessy Advisors Inc first reported a position in Hershey in Q1 2024 and held it in 8 quarters.
  • Hennessy Advisors Inc's Hershey position peaked at $3.27M in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Hennessy Advisors Inc's 13F filing for Q1 2026, filed 21 Apr 2026.