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
2023 Q4	–	Sell	-1,200	Closed	-$240K	–	1381
2023 Q3	$240K	Hold	1,200	–	–	﹤0.01%	1014
2023 Q2	$300K	Hold	1,200	–	–	﹤0.01%	934
2023 Q1	$305K	Buy	+1,200	New	+$282K	﹤0.01%	868
2020 Q3	–	Sell	-2,800	Closed	-$362K	–	665
2020 Q2	$362K	Hold	2,800	–	–	0.01%	411
2020 Q1	$371K	Hold	2,800	–	–	0.02%	383
2019 Q4	$411K	Hold	2,800	–	–	0.02%	428
2019 Q3	$433K	Buy	+2,800	New	+$423K	0.02%	363

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

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.