KPWS
HSY icon

Kestra Private Wealth Services’s Hershey HSY Stock Holding History

Kestra Private Wealth 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 		$1.22M Sell
5,873
-519
-8% -$109K 0.02% 742
2025
Q4 		$1.16M Buy
6,392
+1,889
+42% +$345K 0.01% 737
2025
Q3 		$842K Sell
4,503
-3,656
-45% -$664K 0.01% 853
2025
Q2 		$1.35M Sell
8,159
-3,417
-30% -$563K 0.02% 615
2025
Q1 		$1.98M Buy
11,576
+1,940
+20% +$318K 0.03% 460
2024
Q4 		$1.63M Sell
9,636
-4,210
-30% -$755K 0.03% 489
2024
Q3 		$2.66M Sell
13,846
-1,198
-8% -$233K 0.05% 353
2024
Q2 		$2.77M Buy
15,044
+2,378
+19% +$460K 0.06% 318
2024
Q1 		$2.46M Buy
12,666
+44
+0.3% +$8.49K 0.06% 323
2023
Q4 		$2.35M Buy
12,622
+1,416
+13% +$268K 0.06% 316
2023
Q3 		$2.24M Buy
11,206
+4,285
+62% +$959K 0.07% 284
2023
Q2 		$1.73M Buy
6,921
+422
+6% +$111K 0.06% 325
2023
Q1 		$1.65M Buy
6,499
+1,324
+26% +$311K 0.07% 304
2022
Q4 		$1.2M Buy
5,175
+167
+3% +$38.5K 0.06% 329
2022
Q3 		$1.1M Buy
5,008
+92
+2% +$20.6K 0.06% 314
2022
Q2 		$1.06M Buy
4,916
+1,311
+36% +$286K 0.06% 338
2022
Q1 		$781K Buy
3,605
+526
+17% +$107K 0.04% 440
2021
Q4 		$596K Buy
3,079
+815
+36% +$148K 0.03% 533
2021
Q3 		$383K Buy
2,264
+58
+3% +$10.2K 0.02% 617
2021
Q2 		$384K Buy
2,206
+33
+2% +$5.56K 0.02% 584
2021
Q1 		$344K Buy
+2,173
New +$327K 0.02% 563

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 Private Wealth Services's HSY Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Hershey (HSY) stake by 8.1% in Q1 2026, selling an estimated $109K and leaving 5,873 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #742.

Kestra Private Wealth Services first reported a position in HSY in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.77M in Q2 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Kestra Private Wealth Services held 5,873 shares of Hershey worth $1.22M as of Q1 2026.
  • Kestra Private Wealth Services sold 519 Hershey shares in Q1 2026, an estimated $109K.
  • Hershey made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #742 holding.
  • Kestra Private Wealth Services first reported a position in Hershey in Q1 2021 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's Hershey position peaked at $2.77M in Q2 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.