KAS
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Kestra Advisory Services’s Hershey HSY Stock Holding History

Kestra 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 		$5.53M Sell
26,588
-3,745
-12% -$790K 0.02% 743
2025
Q4 		$5.52M Sell
30,333
-545
-2% -$99.6K 0.02% 678
2025
Q3 		$5.78M Buy
30,878
+10,565
+52% +$1.92M 0.03% 613
2025
Q2 		$3.37M Buy
20,313
+1,833
+10% +$302K 0.02% 816
2025
Q1 		$3.16M Buy
18,480
+2
+0% +$327 0.02% 778
2024
Q4 		$3.13M Sell
18,478
-3,166
-15% -$568K 0.02% 783
2024
Q3 		$4.15M Sell
21,644
-2,127
-9% -$413K 0.02% 651
2024
Q2 		$4.32M Buy
23,771
+5,920
+33% +$1.15M 0.02% 639
2024
Q1 		$3.47M Sell
17,851
-2,800
-14% -$540K 0.02% 652
2023
Q4 		$3.85M Buy
20,651
+2,335
+13% +$442K 0.03% 540
2023
Q3 		$3.66M Buy
18,316
+6,203
+51% +$1.39M 0.04% 480
2023
Q2 		$3.02M Buy
12,113
+3,093
+34% +$811K 0.03% 542
2023
Q1 		$2.29M Sell
9,020
-3,438
-28% -$808K 0.02% 601
2022
Q4 		$2.88M Buy
12,458
+2,913
+31% +$672K 0.03% 613
2022
Q3 		$2.1M Sell
9,545
-622
-6% -$139K 0.02% 650
2022
Q2 		$2.19M Buy
10,167
+4,950
+95% +$1.08M 0.02% 641
2022
Q1 		$1.13M Buy
5,217
+1,068
+26% +$217K 0.01% 903
2021
Q4 		$803K Sell
4,149
-719
-15% -$130K 0.01% 1075
2021
Q3 		$824K Buy
4,868
+973
+25% +$172K 0.01% 1118
2021
Q2 		$678K Buy
3,895
+706
+22% +$119K 0.01% 1124
2021
Q1 		$504K Sell
3,189
-500
-14% -$75.3K 0.01% 1188
2020
Q4 		$555K Buy
3,689
+3,654
+10,440% +$541K 0.01% 1153
2020
Q3 		$372K Buy
+35
New +$4.96K 0.01% 1006

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

Kestra Advisory Services's HSY Position: Q1 2026 in Review

Kestra Advisory Services reduced its Hershey (HSY) stake by 12% in Q1 2026, selling an estimated $790K and leaving 26,588 shares worth $5.53M. The position accounts for 0.02% of the portfolio, ranked #743.

Kestra Advisory Services first reported a position in HSY in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.78M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Kestra Advisory Services held 26,588 shares of Hershey worth $5.53M as of Q1 2026.
  • Kestra Advisory Services sold 3,745 Hershey shares in Q1 2026, an estimated $790K.
  • Hershey made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #743 holding.
  • Kestra Advisory Services first reported a position in Hershey in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Hershey position peaked at $5.78M in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.