Lido Advisors
HSY icon

Lido Advisors’s Hershey HSY Stock Holding History

Lido Advisors’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 		$2.08M Buy
10,011
+742
+8% +$156K 0.01% 694
2025
Q4 		$1.73M Buy
9,269
+354
+4% +$64.7K 0.01% 771
2025
Q3 		$1.67M Buy
8,915
+1,079
+14% +$196K 0.01% 746
2025
Q2 		$1.3M Buy
7,836
+1,779
+29% +$293K 0.01% 736
2025
Q1 		$1.04M Sell
6,057
-608
-9% -$99.5K ﹤0.01% 765
2024
Q4 		$1.13M Buy
6,665
+4,661
+233% +$836K 0.01% 717
2024
Q3 		$384K Sell
2,004
-1,092
-35% -$212K ﹤0.01% 1049
2024
Q2 		$569K Buy
3,096
+542
+21% +$105K ﹤0.01% 885
2024
Q1 		$497K Buy
2,554
+9
+0.4% +$1.74K ﹤0.01% 909
2023
Q4 		$475K Buy
2,545
+88
+4% +$16.7K ﹤0.01% 878
2023
Q3 		$492K Buy
2,457
+107
+5% +$24K ﹤0.01% 755
2023
Q2 		$587K Buy
2,350
+467
+25% +$122K ﹤0.01% 684
2023
Q1 		$479K Buy
1,883
+26
+1% +$6.11K ﹤0.01% 686
2022
Q4 		$430K Buy
1,857
+166
+10% +$38.3K 0.01% 649
2022
Q3 		$373K Buy
1,691
+11
+0.7% +$2.46K ﹤0.01% 650
2022
Q2 		$361K Buy
1,680
+123
+8% +$26.8K ﹤0.01% 650
2022
Q1 		$337K Buy
1,557
+22
+1% +$4.47K ﹤0.01% 764
2021
Q4 		$296K Buy
+1,535
New +$278K ﹤0.01% 813
2020
Q3 		– Sell
-3,079
Closed -$399K – 664
2020
Q2 		$399K Hold
3,079
– – 0.01% 388
2020
Q1 		$408K Sell
3,079
-227
-7% -$33.5K 0.02% 364
2019
Q4 		$486K Buy
3,306
+277
+9% +$41.1K 0.02% 395
2019
Q3 		$469K Buy
+3,029
New +$457K 0.02% 346

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

Lido Advisors's HSY Position: Q1 2026 in Review

Lido Advisors increased its Hershey (HSY) stake by 8% in Q1 2026, buying an estimated $156K and bringing the position to 10,011 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #694.

Lido Advisors first reported a position in HSY in Q3 2019 and has held it in 22 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Lido Advisors held 10,011 shares of Hershey worth $2.08M as of Q1 2026.
  • Lido Advisors bought 742 Hershey shares in Q1 2026, an estimated $156K.
  • Hershey made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #694 holding.
  • Lido Advisors first reported a position in Hershey in Q3 2019 and has held it in 22 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.