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High Note Wealth’s Hershey HSY Stock Holding History

High Note Wealth’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 		$73.4K Buy
353
+2
+0.6% +$422 0.01% 173
2025
Q4 		$63.9K Sell
351
-15
-4% -$2.74K 0.01% 179
2025
Q3 		$68.5K Hold
366
– – 0.01% 165
2025
Q2 		$60.7K Hold
366
– – 0.01% 167
2025
Q1 		$62.6K Hold
366
– – 0.02% 159
2024
Q4 		$62K Buy
+366
New +$65.6K 0.02% 157

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

High Note Wealth's HSY Position: Q1 2026 in Review

High Note Wealth increased its Hershey (HSY) stake by 0.57% in Q1 2026, buying an estimated $422 and bringing the position to 353 shares worth $73.4K. The position accounts for 0.01% of the portfolio, ranked #173.

High Note Wealth first reported a position in HSY in Q4 2024 and has held it in 6 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • High Note Wealth held 353 shares of Hershey worth $73.4K as of Q1 2026.
  • High Note Wealth bought 2 Hershey shares in Q1 2026, an estimated $422.
  • Hershey made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #173 holding.
  • High Note Wealth first reported a position in Hershey in Q4 2024 and has held it in 6 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.