Laurel Wealth Advisors (North Carolina)’s Hershey HSY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-150	Closed	-$27.3K	–	389
2025 Q4	$27.3K	Buy	+150	New	+$27.4K	﹤0.01%	394
2025 Q2	–	Sell	-175	Closed	-$29.9K	–	394
2025 Q1	$29.9K	Hold	175	–	–	﹤0.01%	366
2024 Q4	$29.6K	Sell	175 -307	-64%	-$55.1K	﹤0.01%	368
2024 Q3	$92.4K	Hold	482	–	–	0.01%	245
2024 Q2	$88.6K	Hold	482	–	–	0.02%	240
2024 Q1	$93.7K	Hold	482	–	–	0.02%	242
2023 Q4	$89.9K	Hold	482	–	–	0.02%	236
2023 Q3	$96.4K	Hold	482	–	–	0.02%	225
2023 Q2	$120K	Hold	482	–	–	0.02%	207
2023 Q1	$123K	Buy	+482	New	+$113K	0.03%	203
2022 Q2	–	Sell	-65	Closed	-$14K	–	661
2022 Q1	$14K	Hold	65	–	–	﹤0.01%	380
2021 Q4	$13K	Hold	65	–	–	﹤0.01%	387
2021 Q3	$11K	Hold	65	–	–	﹤0.01%	404
2021 Q2	$11K	Hold	65	–	–	﹤0.01%	450
2021 Q1	$10K	Hold	65	–	–	﹤0.01%	428
2020 Q4	$10K	Hold	65	–	–	﹤0.01%	416
2020 Q3	$9K	Hold	65	–	–	﹤0.01%	392
2020 Q2	$8K	Hold	65	–	–	﹤0.01%	392
2020 Q1	$9K	Buy	+65	New	+$9.59K	﹤0.01%	370

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

Laurel Wealth Advisors (North Carolina)'s HSY Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Hershey (HSY) in Q1 2026, closing a stake of 150 shares — an estimated $27.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in HSY in Q1 2020 and held it in 19 quarters. The position peaked at $123K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 150 Hershey shares in Q1 2026, an estimated $27.3K.
Laurel Wealth Advisors (North Carolina) first reported a position in Hershey in Q1 2020 and held it in 19 quarters.
Laurel Wealth Advisors (North Carolina)'s Hershey position peaked at $123K in Q1 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.