Jones Financial Companies
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Jones Financial Companies’s Hershey HSY Stock Holding History

Jones Financial Companies’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 		$9.4M Buy
44,034
+20,720
+89% +$4.37M ﹤0.01% 847
2025
Q4 		$4.24M Buy
23,314
+1,493
+7% +$273K ﹤0.01% 681
2025
Q3 		$4.1M Buy
21,821
+2,460
+13% +$447K ﹤0.01% 627
2025
Q2 		$3.23M Buy
19,361
+3,028
+19% +$499K ﹤0.01% 617
2025
Q1 		$2.78M Buy
16,333
+3,930
+32% +$643K ﹤0.01% 568
2024
Q4 		$2.1M Buy
12,403
+2,118
+21% +$380K ﹤0.01% 545
2024
Q3 		$1.99M Buy
10,285
+6,252
+155% +$1.22M ﹤0.01% 459
2024
Q2 		$741K Buy
4,033
+989
+32% +$191K ﹤0.01% 474
2024
Q1 		$592K Buy
3,044
+1,849
+155% +$357K ﹤0.01% 314
2023
Q4 		$223K Sell
1,195
-98
-8% -$18.6K ﹤0.01% 313
2023
Q3 		$259K Buy
1,293
+2
+0.2% +$448 ﹤0.01% 246
2023
Q2 		$322K Buy
1,291
+742
+135% +$195K ﹤0.01% 238
2023
Q1 		$140K Sell
549
-29
-5% -$6.81K ﹤0.01% 286
2022
Q4 		$134K Sell
578
-537
-48% -$124K ﹤0.01% 284
2022
Q3 		$246K Buy
1,115
+702
+170% +$157K ﹤0.01% 229
2022
Q2 		$89K Hold
413
– – ﹤0.01% 301
2022
Q1 		$89K Sell
413
-3,653
-90% -$742K ﹤0.01% 311
2021
Q4 		$787K Buy
4,066
+3,600
+773% +$652K ﹤0.01% 168
2021
Q3 		$79K Hold
466
– – ﹤0.01% 284
2021
Q2 		$81K Hold
466
– – ﹤0.01% 277
2021
Q1 		$74K Buy
466
+175
+60% +$26.4K ﹤0.01% 306
2020
Q4 		$44K Buy
+291
New +$43.1K ﹤0.01% 298
2017
Q1 		– Sell
-2,277
Closed -$236K – 224
2016
Q4 		$236K Sell
2,277
-1,637
-42% -$162K ﹤0.01% 216
2016
Q3 		$374K Sell
3,914
-67
-2% -$7.09K ﹤0.01% 184
2016
Q2 		$451K Buy
+3,981
New +$373K ﹤0.01% 178
2013
Q3 		– Sell
-1,224
Closed -$109K – 768
2013
Q2 		$109K Buy
+1,224
New +$108K ﹤0.01% 252

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

Jones Financial Companies's HSY Position: Q1 2026 in Review

Jones Financial Companies increased its Hershey (HSY) stake by 89% in Q1 2026, buying an estimated $4.37M and bringing the position to 44,034 shares worth $9.4M. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Jones Financial Companies first reported a position in HSY in Q2 2013 and has held it in 26 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Jones Financial Companies held 44,034 shares of Hershey worth $9.4M as of Q1 2026.
  • Jones Financial Companies bought 20,720 Hershey shares in Q1 2026, an estimated $4.37M.
  • Hershey made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #847 holding.
  • Jones Financial Companies first reported a position in Hershey in Q2 2013 and has held it in 26 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.