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Johnson Financial Group Inc (Wisconsin)’s Hershey HSY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$684K Sell
3,288
-158
-5% -$33.3K 0.02% 208
2025
Q4 		$627K Sell
3,446
-306
-8% -$55.9K 0.02% 211
2025
Q3 		$702K Sell
3,752
-317
-8% -$57.6K 0.03% 213
2025
Q2 		$675K Sell
4,069
-401
-9% -$66.1K 0.03% 189
2025
Q1 		$765K Buy
4,470
+1,200
+37% +$196K 0.04% 178
2024
Q4 		$488K Buy
3,270
+1,594
+95% +$286K 0.02% 215
2024
Q3 		$321K Buy
1,676
+271
+19% +$52.7K 0.01% 287
2024
Q2 		$258K Buy
1,405
+1,193
+563% +$231K 0.01% 286
2024
Q1 		$41.2K Sell
212
-3
-1% -$579 ﹤0.01% 440
2023
Q4 		$40.1K Hold
215
– – ﹤0.01% 467
2023
Q3 		$43K Buy
215
+175
+438% +$39.2K ﹤0.01% 412
2023
Q2 		$9.99K Sell
40
-550
-93% -$144K ﹤0.01% 538
2023
Q1 		$150K Hold
590
– – 0.01% 297
2022
Q4 		$137K Hold
590
– – 0.01% 276
2022
Q3 		$141K Hold
590
– – 0.01% 273
2022
Q2 		$127K Hold
590
– – 0.01% 289
2022
Q1 		$128K Sell
590
-28
-5% -$5.69K 0.01% 319
2021
Q4 		$120K Hold
618
– – 0.01% 339
2021
Q3 		$105K Hold
618
– – 0.01% 324
2021
Q2 		$108K Hold
618
– – 0.01% 335
2021
Q1 		$98K Hold
618
– – 0.01% 341
2020
Q4 		$94K Buy
618
+68
+12% +$10.1K 0.01% 259
2020
Q3 		$79K Hold
550
– – 0.01% 246
2020
Q2 		$71K Hold
550
– – 0.01% 243
2020
Q1 		$73K Hold
550
– – 0.01% 257
2019
Q4 		$81K Sell
550
-275
-33% -$40.8K 0.01% 275
2019
Q3 		$128K Sell
825
-125
-13% -$18.9K 0.01% 258
2019
Q2 		$127K Hold
950
– – 0.01% 255
2019
Q1 		$109K Sell
950
-100
-10% -$10.9K 0.01% 257
2018
Q4 		$113K Hold
1,050
– – 0.01% 251
2018
Q3 		$107K Sell
1,050
-100
-9% -$9.88K 0.01% 262
2018
Q2 		$107K Sell
1,150
-165
-13% -$15.4K 0.01% 260
2018
Q1 		$130K Sell
1,315
-250
-16% -$25.8K 0.02% 250
2017
Q4 		$178K Hold
1,565
– – 0.02% 244
2017
Q3 		$171K Sell
1,565
-18
-1% -$1.92K 0.02% 236
2017
Q2 		$170K Sell
1,583
-150
-9% -$16.5K 0.02% 247
2017
Q1 		$189K Buy
1,733
+150
+9% +$16.1K 0.02% 260
2016
Q4 		$164K Hold
1,583
– – 0.02% 286
2016
Q3 		$151K Sell
1,583
-985
-38% -$104K 0.02% 288
2016
Q2 		$291K Sell
2,568
-595
-19% -$55.7K 0.04% 242
2016
Q1 		$291K Sell
3,163
-207
-6% -$18.5K 0.06% 218
2015
Q4 		$300K Hold
3,370
– – 0.06% 216
2015
Q3 		$309K Buy
3,370
+147
+5% +$13.4K 0.07% 205
2015
Q2 		$287K Buy
3,223
+35
+1% +$3.3K 0.06% 221
2015
Q1 		$322K Buy
3,188
+1,470
+86% +$153K 0.07% 216
2014
Q4 		$179K Hold
1,718
– – 0.04% 268
2014
Q3 		$164K Buy
1,718
+18
+1% +$1.67K 0.04% 257
2014
Q2 		$166K Sell
1,700
-1,688
-50% -$166K 0.04% 260
2014
Q1 		$354K Sell
3,388
-409
-11% -$41.8K 0.1% 160
2013
Q4 		$370K Buy
3,797
+873
+30% +$83.9K 0.11% 161
2013
Q3 		$270K Hold
2,924
– – 0.08% 178
2013
Q2 		$261K Buy
+2,924
New +$258K 0.07% 182

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

Johnson Financial Group Inc (Wisconsin)'s HSY Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Hershey (HSY) stake by 4.6% in Q1 2026, selling an estimated $33.3K and leaving 3,288 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #208.

Johnson Financial Group Inc (Wisconsin) first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $765K in Q1 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 3,288 shares of Hershey worth $684K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 158 Hershey shares in Q1 2026, an estimated $33.3K.
  • Hershey made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #208 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Hershey position peaked at $765K in Q1 2025.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.