LPL Financial’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $99.4M | Sell |
478,007
-34,166
| -7% | -$7.21M | 0.03% | 585 |
|
|
2025
Q4 | $93.2M | Buy |
512,173
+16,564
| +3% | +$3.03M | 0.03% | 578 |
|
|
2025
Q3 | $92.7M | Buy |
495,609
+56,931
| +13% | +$10.3M | 0.03% | 552 |
|
|
2025
Q2 | $72.8M | Buy |
438,678
+12,860
| +3% | +$2.12M | 0.02% | 607 |
|
|
2025
Q1 | $72.8M | Buy |
425,818
+25,704
| +6% | +$4.21M | 0.03% | 539 |
|
|
2024
Q4 | $67.8M | Buy |
400,114
+63,882
| +19% | +$11.5M | 0.03% | 517 |
|
|
2024
Q3 | $64.5M | Buy |
336,232
+15,552
| +5% | +$3.02M | 0.03% | 521 |
|
|
2024
Q2 | $59M | Buy |
320,680
+29,246
| +10% | +$5.66M | 0.03% | 504 |
|
|
2024
Q1 | $56.7M | Buy |
291,434
+53,048
| +22% | +$10.2M | 0.03% | 506 |
|
|
2023
Q4 | $44.4M | Buy |
238,386
+28,400
| +14% | +$5.38M | 0.03% | 542 |
|
|
2023
Q3 | $42M | Buy |
209,986
+12,310
| +6% | +$2.76M | 0.03% | 509 |
|
|
2023
Q2 | $49.4M | Buy |
197,676
+13,672
| +7% | +$3.59M | 0.04% | 449 |
|
|
2023
Q1 | $46.8M | Buy |
184,004
+5,668
| +3% | +$1.33M | 0.04% | 433 |
|
|
2022
Q4 | $41.3M | Sell |
178,336
-31,962
| -15% | -$7.37M | 0.04% | 449 |
|
|
2022
Q3 | $46.4M | Buy |
210,298
+2,322
| +1% | +$520K | 0.04% | 367 |
|
|
2022
Q2 | $44.7M | Buy |
207,976
+9,306
| +5% | +$2.03M | 0.04% | 368 |
|
|
2022
Q1 | $43M | Buy |
198,670
+1,108
| +0.6% | +$225K | 0.04% | 390 |
|
|
2021
Q4 | $38.2M | Buy |
197,562
+7,839
| +4% | +$1.42M | 0.03% | 432 |
|
|
2021
Q3 | $32.1M | Buy |
189,723
+6,889
| +4% | +$1.22M | 0.03% | 448 |
|
|
2021
Q2 | $31.8M | Buy |
182,834
+12,628
| +7% | +$2.13M | 0.03% | 432 |
|
|
2021
Q1 | $26.9M | Buy |
170,206
+22,791
| +15% | +$3.43M | 0.03% | 442 |
|
|
2020
Q4 | $22.5M | Buy |
147,415
+73,790
| +100% | +$10.9M | 0.03% | 433 |
|
|
2020
Q3 | $10.6M | Buy |
73,625
+8,401
| +13% | +$1.19M | 0.02% | 618 |
|
|
2020
Q2 | $8.45M | Buy |
65,224
+3,696
| +6% | +$497K | 0.01% | 652 |
|
|
2020
Q1 | $8.15M | Buy |
61,528
+1,152
| +2% | +$170K | 0.02% | 570 |
|
|
2019
Q4 | $8.87M | Sell |
60,376
-744
| -1% | -$110K | 0.02% | 623 |
|
|
2019
Q3 | $9.47M | Buy |
61,120
+12,646
| +26% | +$1.91M | 0.02% | 549 |
|
|
2019
Q2 | $6.5M | Buy |
48,474
+1,139
| +2% | +$145K | 0.01% | 672 |
|
|
2019
Q1 | $5.43M | Sell |
47,335
-1,499
| -3% | -$163K | 0.01% | 719 |
|
|
2018
Q4 | $5.23M | Buy |
48,834
+3,156
| +7% | +$336K | 0.01% | 668 |
|
|
2018
Q3 | $4.66M | Buy |
45,678
+5,429
| +13% | +$537K | 0.01% | 770 |
|
|
2018
Q2 | $3.75M | Buy |
40,249
+2,482
| +7% | +$231K | 0.01% | 838 |
|
|
2018
Q1 | $3.74M | Buy |
37,767
+10,664
| +39% | +$1.1M | 0.01% | 819 |
|
|
2017
Q4 | $3.08M | Sell |
27,103
-1,114
| -4% | -$123K | 0.01% | 848 |
|
|
2017
Q3 | $3.08M | Buy |
28,217
+6,172
| +28% | +$657K | 0.01% | 793 |
|
|
2017
Q2 | $2.37M | Buy |
+22,045
| New | +$2.43M | 0.01% | 839 |
|
|
2016
Q2 | – | Sell |
-54,882
| Closed | -$5.01M | – | 2777 |
|
|
2016
Q1 | $5.01M | Buy |
54,882
+23,850
| +77% | +$2.13M | 0.01% | 715 |
|
|
2015
Q4 | $2.72M | Buy |
31,032
+13,329
| +75% | +$1.2M | 0.01% | 994 |
|
|
2015
Q3 | $1.69M | Sell |
17,703
-2,150
| -11% | -$196K | 0.01% | 929 |
|
|
2015
Q2 | $1.76M | Sell |
19,853
-7,720
| -28% | -$728K | 0.01% | 987 |
|
|
2015
Q1 | $2.78M | Buy |
27,573
+206
| +0.8% | +$21.5K | 0.01% | 751 |
|
|
2014
Q4 | $2.84M | Buy |
27,367
+5,570
| +26% | +$542K | 0.02% | 717 |
|
|
2014
Q3 | $2.06M | Sell |
21,797
-20,698
| -49% | -$1.92M | 0.01% | 844 |
|
|
2014
Q2 | $4.14M | Sell |
42,495
-12,512
| -23% | -$1.23M | 0.02% | 552 |
|
|
2014
Q1 | $5.74M | Sell |
55,007
-3,282
| -6% | -$336K | 0.04% | 399 |
|
|
2013
Q4 | $5.67M | Buy |
58,289
+14,711
| +34% | +$1.41M | 0.04% | 407 |
|
|
2013
Q3 | $4.08M | Buy |
43,578
+4,278
| +11% | +$399K | 0.03% | 485 |
|
|
2013
Q2 | $3.51M | Buy |
+39,300
| New | +$3.47M | 0.03% | 494 |
|
Other funds holding HSY
VCM
VPM
LPL Financial's HSY Position: Q1 2026 in Review
LPL Financial reduced its Hershey (HSY) stake by 6.7% in Q1 2026, selling an estimated $7.21M and leaving 478,007 shares worth $99.4M. The position accounts for 0.03% of the portfolio, ranked #585.
LPL Financial first reported a position in HSY in Q2 2013 and has held it in 48 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- LPL Financial held 478,007 shares of Hershey worth $99.4M as of Q1 2026.
- LPL Financial sold 34,166 Hershey shares in Q1 2026, an estimated $7.21M.
- Hershey made up 0.03% of LPL Financial's portfolio in Q1 2026, its #585 holding.
- LPL Financial first reported a position in Hershey in Q2 2013 and has held it in 48 quarters since.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.