Key Financial Inc’s Hershey HSY Stock Holding History

Key Financial Inc’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	$907K	Hold	4,362	–	–	0.16%	118
2025 Q4	$794K	Hold	4,362	–	–	0.14%	127
2025 Q3	$824K	Hold	4,362	–	–	0.15%	124
2025 Q2	$724K	Hold	4,362	–	–	0.15%	125
2025 Q1	$746K	Hold	4,362	–	–	0.16%	116
2024 Q4	$739K	Hold	4,362	–	–	0.17%	112
2024 Q3	$837K	Hold	4,362	–	–	0.18%	101
2024 Q2	$802K	Buy	4,362 +4	+0.1%	+$774	0.19%	95
2024 Q1	$848K	Hold	4,358	–	–	0.22%	85
2023 Q4	$813K	Hold	4,358	–	–	0.22%	85
2023 Q3	$872K	Hold	4,358	–	–	0.29%	70
2023 Q2	$1.09M	Hold	4,358	–	–	0.36%	55
2023 Q1	$1.11M	Hold	4,358	–	–	0.4%	48
2022 Q4	$961K	Hold	4,358	–	–	0.45%	43
2022 Q3	$961K	Buy	4,358 +3,750	+617%	+$840K	0.45%	43
2022 Q2	$134K	Sell	608 -106	-15%	-$23.1K	0.07%	204
2022 Q1	$155K	Buy	714 +106	+17%	+$21.5K	0.08%	196
2021 Q4	$118K	Hold	608	–	–	0.06%	208
2021 Q3	$103K	Hold	608	–	–	0.06%	220
2021 Q2	$109K	Hold	608	–	–	0.06%	219
2021 Q1	$96K	Hold	608	–	–	0.06%	198
2020 Q4	$93K	Buy	+608	New	+$90K	0.07%	186
2020 Q2	–	Sell	-608	Closed	-$84K	–	325
2020 Q1	$84K	Buy	+608	New	+$89.7K	0.09%	175

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Key Financial Inc's HSY Position: Q1 2026 in Review

Key Financial Inc held its Hershey (HSY) position steady in Q1 2026 at 4,362 shares worth $907K. The position accounts for 0.16% of the portfolio, ranked #118.

Key Financial Inc first reported a position in HSY in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Key Financial Inc held 4,362 shares of Hershey worth $907K as of Q1 2026.
Key Financial Inc left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.16% of Key Financial Inc's portfolio in Q1 2026, its #118 holding.
Key Financial Inc first reported a position in Hershey in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Hershey position peaked at $1.11M in Q1 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.