Kovitz Investment Group Partners’s Hershey HSY Stock Holding History

Kovitz Investment Group Partners’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	$249K	Sell	1,200 -19	-2%	-$4.01K	0.01%	461
2025 Q4	$222K	Sell	1,219 -57,378	-98%	-$10.5M	﹤0.01%	457
2025 Q3	$11M	Buy	58,597 +7,931	+16%	+$1.44M	0.04%	312
2025 Q2	$8.41M	Buy	50,666 +4,108	+9%	+$677K	0.04%	345
2025 Q1	$7.96M	Buy	46,558 +7,291	+19%	+$1.19M	0.04%	312
2024 Q4	$6.65M	Buy	39,267 +33,455	+576%	+$6M	0.03%	344
2024 Q3	$762K	Sell	5,812 -5,408	-48%	-$1.05M	0.01%	688
2024 Q2	$2.06M	Buy	+11,220	New	+$2.17M	0.02%	431

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

Kovitz Investment Group Partners's HSY Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Hershey (HSY) stake by 1.6% in Q1 2026, selling an estimated $4.01K and leaving 1,200 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #461.

Kovitz Investment Group Partners first reported a position in HSY in Q2 2024 and has held it in 8 quarters since. The position peaked at $11M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Kovitz Investment Group Partners held 1,200 shares of Hershey worth $249K as of Q1 2026.
Kovitz Investment Group Partners sold 19 Hershey shares in Q1 2026, an estimated $4.01K.
Hershey made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #461 holding.
Kovitz Investment Group Partners first reported a position in Hershey in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Hershey position peaked at $11M in Q3 2025.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.