HA
HSY icon

Herold Advisors’s Hershey HSY Stock Holding History

Herold Advisors’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 		$885K Sell
4,257
-264
-6% -$55.7K 0.19% 115
2025
Q4 		$823K Sell
4,521
-1,291
-22% -$236K 0.18% 123
2025
Q3 		$1.09M Sell
5,812
-1,125
-16% -$204K 0.25% 102
2025
Q2 		$1.15M Buy
6,937
+350
+5% +$57.7K 0.24% 108
2025
Q1 		$1.13M Sell
6,587
-1,124
-15% -$184K 0.25% 107
2024
Q4 		$1.31M Buy
7,711
+232
+3% +$41.6K 0.28% 95
2024
Q3 		$1.43M Sell
7,479
-1,609
-18% -$313K 0.31% 85
2024
Q2 		$1.67M Buy
9,088
+1,013
+13% +$196K 0.39% 68
2024
Q1 		$1.57M Buy
8,075
+1,223
+18% +$236K 0.38% 72
2023
Q4 		$1.28M Buy
6,852
+1,950
+40% +$369K 0.35% 82
2023
Q3 		$981K Buy
4,902
+449
+10% +$101K 0.3% 101
2023
Q2 		$1.11M Buy
4,453
+437
+11% +$115K 0.34% 87
2023
Q1 		$1.02M Buy
4,016
+1,577
+65% +$370K 0.35% 85
2022
Q4 		$565K Buy
2,439
+300
+14% +$69.2K 0.24% 105
2022
Q3 		$471K Hold
2,139
– – 0.23% 109
2022
Q2 		$460K Buy
2,139
+334
+19% +$72.8K 0.21% 120
2022
Q1 		$391K Buy
+1,805
New +$367K 0.14% 142
2021
Q4 		– Sell
-590
Closed -$99K – 380
2021
Q3 		$99K Buy
+590
New +$104K 0.04% 279

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

Herold Advisors's HSY Position: Q1 2026 in Review

Herold Advisors reduced its Hershey (HSY) stake by 5.8% in Q1 2026, selling an estimated $55.7K and leaving 4,257 shares worth $885K. The position accounts for 0.19% of the portfolio, ranked #115.

Herold Advisors first reported a position in HSY in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.67M in Q2 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Herold Advisors held 4,257 shares of Hershey worth $885K as of Q1 2026.
  • Herold Advisors sold 264 Hershey shares in Q1 2026, an estimated $55.7K.
  • Hershey made up 0.19% of Herold Advisors's portfolio in Q1 2026, its #115 holding.
  • Herold Advisors first reported a position in Hershey in Q3 2021 and has held it in 18 quarters since.
  • Herold Advisors's Hershey position peaked at $1.67M in Q2 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.