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Intelligent Financial Strategies’s Hershey HSY Stock Holding History

Intelligent Financial Strategies’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 		$442K Sell
2,125
-8
-0.4% -$1.69K 0.23% 26
2025
Q4 		$388K Sell
2,133
-456
-18% -$83.4K 0.19% 32
2025
Q3 		$484K Sell
2,589
-1,005
-28% -$183K 0.24% 28
2025
Q2 		$596K Sell
3,594
-862
-19% -$142K 0.32% 25
2025
Q1 		$762K Sell
4,456
-701
-14% -$115K 0.4% 21
2024
Q4 		$873K Sell
5,157
-190
-4% -$34.1K 0.48% 20
2024
Q3 		$1.03M Sell
5,347
-3
-0.1% -$583 0.56% 18
2024
Q2 		$984K Sell
5,350
-202
-4% -$39.1K 0.61% 18
2024
Q1 		$1.08M Sell
5,552
-35
-0.6% -$6.75K 0.67% 17
2023
Q4 		$1.04M Buy
5,587
+1
+0% +$189 0.73% 20
2023
Q3 		$1.12M Buy
5,586
+2
+0% +$448 0.83% 17
2023
Q2 		$1.39M Hold
5,584
– – 1.02% 17
2023
Q1 		$1.42M Sell
5,584
-40
-0.7% -$9.4K 1.11% 16
2022
Q4 		$1.3M Buy
5,624
+544
+11% +$125K 1.1% 19
2022
Q3 		$1.12M Buy
5,080
+1
+0% +$224 1.17% 20
2022
Q2 		$1.09M Sell
5,079
-270
-5% -$58.8K 1.11% 21
2022
Q1 		$1.16M Sell
5,349
-656
-11% -$133K 1.13% 20
2021
Q4 		$1.16M Buy
+6,005
New +$1.09M 1.05% 23

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

Intelligent Financial Strategies's HSY Position: Q1 2026 in Review

Intelligent Financial Strategies reduced its Hershey (HSY) stake by 0.38% in Q1 2026, selling an estimated $1.69K and leaving 2,125 shares worth $442K. The position accounts for 0.23% of the portfolio, ranked #26.

Intelligent Financial Strategies first reported a position in HSY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.42M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Intelligent Financial Strategies held 2,125 shares of Hershey worth $442K as of Q1 2026.
  • Intelligent Financial Strategies sold 8 Hershey shares in Q1 2026, an estimated $1.69K.
  • Hershey made up 0.23% of Intelligent Financial Strategies's portfolio in Q1 2026, its #26 holding.
  • Intelligent Financial Strategies first reported a position in Hershey in Q4 2021 and has held it in 18 quarters since.
  • Intelligent Financial Strategies's Hershey position peaked at $1.42M in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.