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Lifeworks Advisors’s Hershey HSY Stock Holding History

Lifeworks 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 		– Sell
-3,753
Closed -$683K – 310
2025
Q4 		$683K Sell
3,753
-253
-6% -$46.3K 0.09% 179
2025
Q3 		$749K Buy
4,006
+43
+1% +$7.81K 0.1% 165
2025
Q2 		$658K Buy
3,963
+100
+3% +$16.5K 0.1% 164
2025
Q1 		$661K Buy
3,863
+1,051
+37% +$172K 0.11% 159
2024
Q4 		$476K Buy
2,812
+1,222
+77% +$219K 0.09% 172
2024
Q3 		$305K Sell
1,590
-474
-23% -$92.1K 0.06% 224
2024
Q2 		$379K Buy
2,064
+691
+50% +$134K 0.11% 153
2024
Q1 		$267K Sell
1,373
-269
-16% -$51.9K 0.07% 194
2023
Q4 		$306K Sell
1,642
-624
-28% -$118K 0.11% 159
2023
Q3 		$453K Buy
2,266
+628
+38% +$141K 0.18% 127
2023
Q2 		$409K Buy
1,638
+569
+53% +$149K 0.17% 116
2023
Q1 		$272K Buy
+1,069
New +$251K 0.13% 125

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

Lifeworks Advisors's HSY Position: Q1 2026 in Review

Lifeworks Advisors sold out of Hershey (HSY) in Q1 2026, closing a stake of 3,753 shares — an estimated $683K sold.

Lifeworks Advisors first reported a position in HSY in Q1 2023 and held it in 12 quarters. The position peaked at $749K in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Lifeworks Advisors reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 3,753 Hershey shares in Q1 2026, an estimated $683K.
  • Lifeworks Advisors first reported a position in Hershey in Q1 2023 and held it in 12 quarters.
  • Lifeworks Advisors's Hershey position peaked at $749K in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.