KA
HSY icon

Klingman & Associates’s Hershey HSY Stock Holding History

Klingman & Associates’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 		$771K Buy
3,711
+33
+0.9% +$6.96K 0.04% 156
2025
Q4 		$669K Sell
3,678
-7
-0.2% -$1.28K 0.03% 162
2025
Q3 		$689K Buy
3,685
+20
+0.5% +$3.63K 0.03% 155
2025
Q2 		$608K Buy
3,665
+78
+2% +$12.9K 0.03% 151
2025
Q1 		$613K Buy
3,587
+134
+4% +$21.9K 0.04% 136
2024
Q4 		$585K Sell
3,453
-48
-1% -$8.61K 0.04% 137
2024
Q3 		$671K Buy
3,501
+1
+0% +$194 0.04% 134
2024
Q2 		$643K Buy
3,500
+9
+0.3% +$1.74K 0.04% 120
2024
Q1 		$679K Sell
3,491
-2
-0.1% -$386 0.05% 119
2023
Q4 		$651K Buy
3,493
+19
+0.5% +$3.6K 0.05% 117
2023
Q3 		$695K Sell
3,474
-12
-0.3% -$2.69K 0.06% 113
2023
Q2 		$870K Buy
3,486
+7
+0.2% +$1.84K 0.07% 94
2023
Q1 		$885K Buy
3,479
+1,205
+53% +$283K 0.08% 86
2022
Q4 		$527K Sell
2,274
-17
-0.7% -$3.92K 0.05% 115
2022
Q3 		$505K Buy
2,291
+8
+0.4% +$1.79K 0.05% 106
2022
Q2 		$491K Buy
2,283
+13
+0.6% +$2.83K 0.05% 109
2022
Q1 		$492K Hold
2,270
– – 0.04% 120
2021
Q4 		$439K Buy
2,270
+4
+0.2% +$724 0.04% 117
2021
Q3 		$384K Hold
2,266
– – 0.04% 116
2021
Q2 		$395K Sell
2,266
-400
-15% -$67.4K 0.04% 111
2021
Q1 		$422K Hold
2,666
– – 0.04% 105
2020
Q4 		$406K Hold
2,666
– – 0.05% 100
2020
Q3 		$382K Buy
2,666
+43
+2% +$6.1K 0.05% 98
2020
Q2 		$340K Sell
2,623
-200
-7% -$26.9K 0.05% 92
2020
Q1 		$374K Sell
2,823
-400
-12% -$59K 0.08% 85
2019
Q4 		$474K Buy
3,223
+23
+0.7% +$3.41K 0.08% 75
2019
Q3 		$496K Hold
3,200
– – 0.09% 71
2019
Q2 		$429K Hold
3,200
– – 0.08% 75
2019
Q1 		$367K Hold
3,200
– – 0.07% 86
2018
Q4 		$343K Hold
3,200
– – 0.08% 77
2018
Q3 		$326K Sell
3,200
-258
-7% -$25.5K 0.07% 85
2018
Q2 		$322K Buy
3,458
+233
+7% +$21.7K 0.07% 83
2018
Q1 		$319K Buy
3,225
+25
+0.8% +$2.58K 0.07% 82
2017
Q4 		$363K Hold
3,200
– – 0.08% 88
2017
Q3 		$349K Hold
3,200
– – 0.09% 70
2017
Q2 		$344K Hold
3,200
– – 0.09% 69
2017
Q1 		$350K Hold
3,200
– – 0.1% 71
2016
Q4 		$331K Hold
3,200
– – 0.1% 70
2016
Q3 		$306K Buy
3,200
+1,200
+60% +$127K 0.09% 75
2016
Q2 		$227K Hold
2,000
– – 0.07% 90
2016
Q1 		$184K Hold
2,000
– – 0.07% 100
2015
Q4 		$179K Hold
2,000
– – 0.07% 119
2015
Q3 		$183K Sell
2,000
-118
-6% -$10.8K 0.07% 118
2015
Q2 		$188K Buy
2,118
+118
+6% +$11.1K 0.07% 88
2015
Q1 		$202K Hold
2,000
– – 0.08% 83
2014
Q4 		$207K Buy
+2,000
New +$195K 0.09% 83

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

Klingman & Associates's HSY Position: Q1 2026 in Review

Klingman & Associates increased its Hershey (HSY) stake by 0.9% in Q1 2026, buying an estimated $6.96K and bringing the position to 3,711 shares worth $771K. The position accounts for 0.04% of the portfolio, ranked #156.

Klingman & Associates first reported a position in HSY in Q4 2014 and has held it in 46 quarters since. The position peaked at $885K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Klingman & Associates held 3,711 shares of Hershey worth $771K as of Q1 2026.
  • Klingman & Associates bought 33 Hershey shares in Q1 2026, an estimated $6.96K.
  • Hershey made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #156 holding.
  • Klingman & Associates first reported a position in Hershey in Q4 2014 and has held it in 46 quarters since.
  • Klingman & Associates's Hershey position peaked at $885K in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.