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IFG Advisory’s Hershey HSY Stock Holding History

IFG Advisory’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 		– Sell
-11,864
Closed -$2.16M – 565
2025
Q4 		$2.16M Sell
11,864
-597
-5% -$109K 0.09% 231
2025
Q3 		$2.33M Sell
12,461
-86
-0.7% -$15.6K 0.11% 212
2025
Q2 		$2.08M Buy
12,547
+883
+8% +$146K 0.1% 214
2025
Q1 		$1.99M Buy
11,664
+5,403
+86% +$885K 0.11% 218
2024
Q4 		$1.06M Buy
+6,261
New +$1.12M 0.06% 284
2024
Q3 		– Sell
-5,287
Closed -$972K – 480
2024
Q2 		$972K Buy
+5,287
New +$1.02M 0.06% 285
2019
Q4 		– Sell
-1,533
Closed -$237K – 413
2019
Q3 		$237K Sell
1,533
-736
-32% -$111K 0.05% 349
2019
Q2 		$304K Buy
2,269
+25
+1% +$3.18K 0.05% 269
2019
Q1 		$257K Sell
2,244
-418
-16% -$45.5K 0.05% 286
2018
Q4 		$285K Sell
2,662
-282
-10% -$30K 0.07% 247
2018
Q3 		$300K Buy
2,944
+139
+5% +$13.7K 0.06% 293
2018
Q2 		$261K Buy
+2,805
New +$262K 0.05% 298

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

IFG Advisory's HSY Position: Q1 2026 in Review

IFG Advisory sold out of Hershey (HSY) in Q1 2026, closing a stake of 11,864 shares — an estimated $2.16M sold.

IFG Advisory first reported a position in HSY in Q2 2018 and held it in 12 quarters. The position peaked at $2.33M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • IFG Advisory reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 11,864 Hershey shares in Q1 2026, an estimated $2.16M.
  • IFG Advisory first reported a position in Hershey in Q2 2018 and held it in 12 quarters.
  • IFG Advisory's Hershey position peaked at $2.33M in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.