Heritage Investment Group’s Hershey HSY Stock Holding History

Heritage Investment Group’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	$356K	Hold	1,711	–	–	0.05%	90
2025 Q4	$311K	Sell	1,711 -55	-3%	-$10.1K	0.05%	97
2025 Q3	$330K	Hold	1,766	–	–	0.05%	90
2025 Q2	$293K	Sell	1,766 -170	-9%	-$28K	0.05%	92
2025 Q1	$331K	Hold	1,936	–	–	0.06%	84
2024 Q4	$328K	Hold	1,936	–	–	0.06%	84
2024 Q3	$371K	Hold	1,936	–	–	0.07%	72
2024 Q2	$356K	Sell	1,936 -93	-5%	-$18K	0.07%	68
2024 Q1	$395K	Hold	2,029	–	–	0.08%	60
2023 Q4	$378K	Hold	2,029	–	–	0.08%	58
2023 Q3	$406K	Sell	2,029 -53	-3%	-$11.9K	0.11%	57
2023 Q2	$520K	Sell	2,082 -2	-0.1%	-$525	0.14%	46
2023 Q1	$530K	Hold	2,084	–	–	0.16%	36
2022 Q4	$483K	Hold	2,084	–	–	0.15%	41
2022 Q3	$459K	Hold	2,084	–	–	0.28%	39
2022 Q2	$448K	Hold	2,084	–	–	0.26%	44
2022 Q1	$451K	Hold	2,084	–	–	0.33%	46
2021 Q4	$403K	Buy	+2,084	New	+$377K	0.32%	50

Other funds holding HSY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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