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Holderness Investments Company’s Hershey HSY Stock Holding History

Holderness Investments Company’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 		$265K Buy
+1,273
New +$268K 0.05% 217
2023
Q3 		– Sell
-861
Closed -$215K – 196
2023
Q2 		$215K Buy
861
+3
+0.3% +$787 0.08% 190
2023
Q1 		$218K Buy
+858
New +$202K 0.09% 184

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

Holderness Investments Company's HSY Position: Q1 2026 in Review

Holderness Investments Company opened a new position in Hershey (HSY) in Q1 2026: 1,273 shares worth $265K. The stake represents 0.05% of the portfolio and ranks #217 among its holdings. This is a return to the name: Holderness Investments Company previously reported a position in HSY as recently as Q2 2023.

Holderness Investments Company first reported a position in HSY in Q1 2023 and has held it in 3 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Holderness Investments Company held 1,273 shares of Hershey worth $265K as of Q1 2026.
  • Hershey was a new Holderness Investments Company position in Q1 2026.
  • Hershey made up 0.05% of Holderness Investments Company's portfolio in Q1 2026, its #217 holding.
  • Holderness Investments Company first reported a position in Hershey in Q1 2023 and has held it in 3 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.