Kurt F. Somerville’s Hershey HSY Stock Holding History

Kurt F. Somerville’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	$499K	Hold	2,400	–	–	0.13%	64
2025 Q4	$437K	Hold	2,400	–	–	0.07%	74
2025 Q3	$449K	Hold	2,400	–	–	0.07%	72
2025 Q2	$398K	Sell	2,400 -300	-11%	-$49.4K	0.07%	81
2025 Q1	$462K	Hold	2,700	–	–	0.08%	73
2024 Q4	$457K	Hold	2,700	–	–	0.08%	69
2024 Q3	$518K	Hold	2,700	–	–	0.08%	71
2024 Q2	$496K	Hold	2,700	–	–	0.08%	71
2024 Q1	$525K	Hold	2,700	–	–	0.09%	70
2023 Q4	$503K	Hold	2,700	–	–	0.09%	68
2023 Q3	$540K	Sell	2,700 -300	-10%	-$67.2K	0.11%	68
2023 Q2	$749K	Sell	3,000 -300	-9%	-$78.7K	0.14%	63
2023 Q1	$840K	Hold	3,300	–	–	0.15%	60
2022 Q4	$764K	Hold	3,300	–	–	0.15%	64
2022 Q3	$728K	Sell	3,300 -100	-3%	-$22.4K	0.15%	62
2022 Q2	$732K	Sell	3,400 -200	-6%	-$43.6K	0.14%	65
2022 Q1	$780K	Sell	3,600 -500	-12%	-$102K	0.13%	64
2021 Q4	$793K	Sell	4,100 -300	-7%	-$54.3K	0.11%	66
2021 Q3	$745K	Sell	4,400 -100	-2%	-$17.7K	0.11%	63
2021 Q2	$784K	Sell	4,500 -300	-6%	-$50.5K	0.12%	63
2021 Q1	$759K	Hold	4,800	–	–	0.12%	63
2020 Q4	$731K	Hold	4,800	–	–	0.12%	63
2020 Q3	$688K	Sell	4,800 -100	-2%	-$14.2K	0.12%	67
2020 Q2	$635K	Hold	4,900	–	–	0.12%	69
2020 Q1	$649K	Buy	+4,900	New	+$723K	0.14%	61

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

Kurt F. Somerville's HSY Position: Q1 2026 in Review

Kurt F. Somerville held its Hershey (HSY) position steady in Q1 2026 at 2,400 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #64.

Kurt F. Somerville first reported a position in HSY in Q1 2020 and has held it in 25 quarters since. The position peaked at $840K in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Kurt F. Somerville held 2,400 shares of Hershey worth $499K as of Q1 2026.
Kurt F. Somerville left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.13% of Kurt F. Somerville's portfolio in Q1 2026, its #64 holding.
Kurt F. Somerville first reported a position in Hershey in Q1 2020 and has held it in 25 quarters since.
Kurt F. Somerville's Hershey position peaked at $840K in Q1 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.