IIA
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ICW Investment Advisors’s Hershey HSY Stock Holding History

ICW Investment 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 		$2.38M Buy
11,465
+102
+0.9% +$21.5K 0.86% 42
2025
Q4 		$2.07M Sell
11,363
-97
-0.8% -$17.7K 0.75% 46
2025
Q3 		$2.14M Buy
11,460
+286
+3% +$52K 0.77% 46
2025
Q2 		$1.85M Buy
11,174
+271
+2% +$44.7K 0.73% 53
2025
Q1 		$1.86M Buy
10,903
+59
+0.5% +$9.66K 0.76% 51
2024
Q4 		$1.84M Buy
10,844
+50
+0.5% +$8.97K 0.77% 49
2024
Q3 		$2.07M Buy
10,794
+305
+3% +$59.3K 0.86% 42
2024
Q2 		$1.93M Sell
10,489
-93
-0.9% -$18K 0.88% 42
2024
Q1 		$2.06M Buy
10,582
+374
+4% +$72.1K 0.92% 40
2023
Q4 		$1.9M Buy
10,208
+269
+3% +$51K 0.93% 40
2023
Q3 		$1.99M Buy
9,939
+425
+4% +$95.1K 1.07% 33
2023
Q2 		$2.38M Buy
9,514
+87
+0.9% +$22.8K 1.28% 20
2023
Q1 		$2.4M Buy
9,427
+140
+2% +$32.9K 1.36% 17
2022
Q4 		$2.15M Sell
9,287
-36
-0.4% -$8.3K 1.29% 21
2022
Q3 		$2.06M Buy
9,323
+32
+0.3% +$7.17K 1.38% 17
2022
Q2 		$2M Sell
9,291
-20
-0.2% -$4.36K 1.27% 22
2022
Q1 		$2.02M Buy
9,311
+64
+0.7% +$13K 1.16% 28
2021
Q4 		$1.79M Buy
9,247
+283
+3% +$51.2K 1% 39
2021
Q3 		$1.52M Buy
8,964
+146
+2% +$25.8K 0.98% 41
2021
Q2 		$1.54M Buy
8,818
+121
+1% +$20.4K 1% 40
2021
Q1 		$1.38M Buy
8,697
+104
+1% +$15.7K 0.95% 45
2020
Q4 		$1.29M Sell
8,593
-178
-2% -$26.3K 0.93% 45
2020
Q3 		$1.26M Buy
8,771
+131
+2% +$18.6K 0.94% 46
2020
Q2 		$1.12M Buy
8,640
+65
+0.8% +$8.74K 0.91% 46
2020
Q1 		$1.14M Buy
8,575
+168
+2% +$24.8K 1.08% 37
2019
Q4 		$1.24M Buy
+8,407
New +$1.25M 1% 42

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

ICW Investment Advisors's HSY Position: Q1 2026 in Review

ICW Investment Advisors increased its Hershey (HSY) stake by 0.9% in Q1 2026, buying an estimated $21.5K and bringing the position to 11,465 shares worth $2.38M. The position accounts for 0.86% of the portfolio, ranked #42.

ICW Investment Advisors first reported a position in HSY in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.4M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • ICW Investment Advisors held 11,465 shares of Hershey worth $2.38M as of Q1 2026.
  • ICW Investment Advisors bought 102 Hershey shares in Q1 2026, an estimated $21.5K.
  • Hershey made up 0.86% of ICW Investment Advisors's portfolio in Q1 2026, its #42 holding.
  • ICW Investment Advisors first reported a position in Hershey in Q4 2019 and has held it in 26 quarters since.
  • ICW Investment Advisors's Hershey position peaked at $2.4M in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.