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Liberty Wealth Management’s Hershey HSY Stock Holding History

Liberty 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 		$225K Buy
+1,081
New +$228K 0.03% 247
2025
Q4 		– Sell
-1,086
Closed -$203K – 251
2025
Q3 		$203K Buy
+1,086
New +$197K 0.03% 240
2023
Q4 		– Sell
-1,220
Closed -$244K – 180
2023
Q3 		$244K Sell
1,220
-20
-2% -$4.48K 0.06% 147
2023
Q2 		$310K Sell
1,240
-50
-4% -$13.1K 0.08% 133
2023
Q1 		$328K Buy
+1,290
New +$303K 0.07% 160
2022
Q3 		$281K Buy
1,275
+309
+32% +$69.3K 0.07% 113
2022
Q2 		$207K Hold
966
– – 0.08% 134
2022
Q1 		$209K Buy
+966
New +$196K 0.08% 140
2021
Q4 		– Sell
-961
Closed -$163K – 576
2021
Q3 		$163K Buy
961
+3
+0.3% +$530 0.06% 198
2021
Q2 		$167K Buy
958
+7
+0.7% +$1.18K 0.06% 154
2021
Q1 		$138K Hold
951
– – 0.07% 143
2020
Q4 		$138K Buy
951
+2
+0.2% +$296 0.07% 142
2020
Q3 		$136K Buy
949
+3
+0.3% +$425 0.08% 128
2020
Q2 		$123K Buy
946
+4
+0.4% +$538 0.09% 126
2020
Q1 		$125K Buy
942
+3
+0.3% +$443 0.11% 120
2019
Q4 		$138K Buy
939
+4
+0.4% +$593 0.11% 125
2019
Q3 		$145K Buy
935
+2
+0.2% +$302 0.14% 113
2019
Q2 		$125K Sell
933
-15
-2% -$1.91K 0.11% 144
2019
Q1 		$108K Sell
948
-34
-3% -$3.7K 0.08% 130
2018
Q4 		$105K Buy
+982
New +$104K 0.08% 129

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

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

Liberty Wealth Management opened a new position in Hershey (HSY) in Q1 2026: 1,081 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings. This is a return to the name: Liberty Wealth Management previously reported a position in HSY as recently as Q3 2025.

Liberty Wealth Management first reported a position in HSY in Q4 2018 and has held it in 20 quarters since. The position peaked at $328K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Liberty Wealth Management held 1,081 shares of Hershey worth $225K as of Q1 2026.
  • Hershey was a new Liberty Wealth Management position in Q1 2026.
  • Hershey made up 0.03% of Liberty Wealth Management's portfolio in Q1 2026, its #247 holding.
  • Liberty Wealth Management first reported a position in Hershey in Q4 2018 and has held it in 20 quarters since.
  • Liberty Wealth Management's Hershey position peaked at $328K in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

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