Iron Gate Global Advisors’s Hershey HSY Stock Holding History

Iron Gate Global 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	$22.5M	Sell	108,434 -11,048	-9%	-$2.33M	2.38%	15
2025 Q4	$21.7M	Sell	119,482 -2,317	-2%	-$424K	2.23%	15
2025 Q3	$22.8M	Sell	121,799 -2,172	-2%	-$395K	2.33%	15
2025 Q2	$20.6M	Buy	123,971 +6,059	+5%	+$999K	2.29%	14
2025 Q1	$20.2M	Buy	117,912 +42,488	+56%	+$6.96M	2.78%	14
2024 Q4	$12.8M	Buy	75,424 +3,643	+5%	+$653K	1.8%	16
2024 Q3	$13.8M	Buy	71,781 +5,735	+9%	+$1.11M	2.13%	16
2024 Q2	$12.1M	Buy	66,046 +9,537	+17%	+$1.85M	2%	16
2024 Q1	$11.1M	Buy	+56,509	New	+$10.9M	1.97%	16
2018 Q4	–	Sell	-54	Closed	-$6K	–	139
2018 Q3	$6K	Hold	54	–	–	﹤0.01%	179
2018 Q2	$5K	Buy	+54	New	+$5.04K	﹤0.01%	170

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Iron Gate Global Advisors's HSY Position: Q1 2026 in Review

Iron Gate Global Advisors reduced its Hershey (HSY) stake by 9.2% in Q1 2026, selling an estimated $2.33M and leaving 108,434 shares worth $22.5M. The position accounts for 2.38% of the portfolio, ranked #15.

Iron Gate Global Advisors first reported a position in HSY in Q2 2018 and has held it in 11 quarters since. The position peaked at $22.8M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Iron Gate Global Advisors held 108,434 shares of Hershey worth $22.5M as of Q1 2026.
Iron Gate Global Advisors sold 11,048 Hershey shares in Q1 2026, an estimated $2.33M.
Hershey made up 2.38% of Iron Gate Global Advisors's portfolio in Q1 2026, its #15 holding.
Iron Gate Global Advisors first reported a position in Hershey in Q2 2018 and has held it in 11 quarters since.
Iron Gate Global Advisors's Hershey position peaked at $22.8M in Q3 2025.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.