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Keating Financial Advisory Services’s Hershey HSY Stock Holding History

Keating Financial Advisory Services’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 		$338K Buy
1,624
+33
+2% +$6.96K 0.05% 238
2025
Q4 		$290K Buy
+1,591
New +$291K 0.04% 303

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

Keating Financial Advisory Services's HSY Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Hershey (HSY) stake by 2.1% in Q1 2026, buying an estimated $6.96K and bringing the position to 1,624 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #238.

Keating Financial Advisory Services first reported a position in HSY in Q4 2025 and has held it in 2 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Keating Financial Advisory Services held 1,624 shares of Hershey worth $338K as of Q1 2026.
  • Keating Financial Advisory Services bought 33 Hershey shares in Q1 2026, an estimated $6.96K.
  • Hershey made up 0.05% of Keating Financial Advisory Services's portfolio in Q1 2026, its #238 holding.
  • Keating Financial Advisory Services first reported a position in Hershey in Q4 2025 and has held it in 2 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.