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Kingsview Wealth Management’s Hershey HSY Stock Holding History

Kingsview Wealth Management’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 		$995K Sell
4,786
-411
-8% -$86.7K 0.01% 696
2025
Q4 		$946K Sell
5,197
-6
-0.1% -$1.1K 0.01% 660
2025
Q3 		$973K Sell
5,203
-47
-0.9% -$8.54K 0.01% 619
2025
Q2 		$871K Sell
5,250
-4,355
-45% -$718K 0.01% 625
2025
Q1 		$1.64M Sell
9,605
-50,802
-84% -$8.32M 0.03% 432
2024
Q4 		$10.2M Buy
60,407
+52,256
+641% +$9.37M 0.2% 98
2024
Q3 		$1.56M Buy
8,151
+80
+1% +$15.6K 0.03% 428
2024
Q2 		$1.48M Buy
8,071
+171
+2% +$33.1K 0.04% 412
2024
Q1 		$1.54M Sell
7,900
-611
-7% -$118K 0.04% 399
2023
Q4 		$1.59M Sell
8,511
-85
-1% -$16.1K 0.05% 336
2023
Q3 		$1.72M Buy
8,596
+1,135
+15% +$254K 0.06% 310
2023
Q2 		$1.86M Sell
7,461
-86
-1% -$22.6K 0.07% 257
2023
Q1 		$1.92M Buy
7,547
+138
+2% +$32.4K 0.08% 249
2022
Q4 		$1.72M Buy
7,409
+135
+2% +$31.1K 0.07% 252
2022
Q3 		$1.6M Sell
7,274
-97
-1% -$21.7K 0.08% 253
2022
Q2 		$1.59M Sell
7,371
-40
-0.5% -$8.72K 0.08% 255
2022
Q1 		$1.61M Sell
7,411
-4,530
-38% -$920K 0.07% 280
2021
Q4 		$2.31M Buy
11,941
+1,714
+17% +$310K 0.1% 223
2021
Q3 		$1.73M Buy
10,227
+2,268
+28% +$401K 0.08% 253
2021
Q2 		$1.38M Buy
7,959
+1,204
+18% +$203K 0.07% 298
2021
Q1 		$1.07M Buy
6,755
+5,211
+338% +$785K 0.06% 317
2020
Q4 		$235K Sell
1,544
-6
-0.4% -$888 0.02% 608
2020
Q3 		$222K Hold
1,550
– – 0.02% 551
2020
Q2 		$201K Buy
+1,550
New +$208K 0.02% 543

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

Kingsview Wealth Management's HSY Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Hershey (HSY) stake by 7.9% in Q1 2026, selling an estimated $86.7K and leaving 4,786 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #696.

Kingsview Wealth Management first reported a position in HSY in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.2M in Q4 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Kingsview Wealth Management held 4,786 shares of Hershey worth $995K as of Q1 2026.
  • Kingsview Wealth Management sold 411 Hershey shares in Q1 2026, an estimated $86.7K.
  • Hershey made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #696 holding.
  • Kingsview Wealth Management first reported a position in Hershey in Q2 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's Hershey position peaked at $10.2M in Q4 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.