Mackenzie 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 | $23.3M | Buy |
112,099
+34,292
| +44% | +$7.23M | 0.03% | 384 |
|
|
2025
Q4 | $14.1M | Buy |
77,807
+2,917
| +4% | +$533K | 0.02% | 443 |
|
|
2025
Q3 | $14M | Sell |
74,890
-3,628
| -5% | -$659K | 0.02% | 443 |
|
|
2025
Q2 | $13M | Buy |
78,518
+1,603
| +2% | +$264K | 0.02% | 442 |
|
|
2025
Q1 | $13.2M | Buy |
76,915
+2,639
| +4% | +$432K | 0.02% | 416 |
|
|
2024
Q4 | $12.6M | Buy |
74,276
+8,369
| +13% | +$1.5M | 0.02% | 426 |
|
|
2024
Q3 | $12.6M | Sell |
65,907
-3,187
| -5% | -$620K | 0.02% | 406 |
|
|
2024
Q2 | $12.7M | Sell |
69,094
-10,614
| -13% | -$2.05M | 0.02% | 396 |
|
|
2024
Q1 | $15.5M | Sell |
79,708
-33,629
| -30% | -$6.49M | 0.02% | 372 |
|
|
2023
Q4 | $21.1M | Sell |
113,337
-114
| -0.1% | -$21.6K | 0.03% | 331 |
|
|
2023
Q3 | $22.4M | Sell |
113,451
-19,303
| -15% | -$4.32M | 0.04% | 297 |
|
|
2023
Q2 | $33.4M | Buy |
132,754
+6,222
| +5% | +$1.63M | 0.05% | 257 |
|
|
2023
Q1 | $32.2M | Buy |
126,532
+12,535
| +11% | +$2.94M | 0.05% | 270 |
|
|
2022
Q4 | $26.4M | Buy |
113,997
+95
| +0.1% | +$21.9K | 0.04% | 285 |
|
|
2022
Q3 | $25.1M | Sell |
113,902
-3,899
| -3% | -$874K | 0.04% | 285 |
|
|
2022
Q2 | $25.3M | Buy |
117,801
+23,540
| +25% | +$5.13M | 0.04% | 289 |
|
|
2022
Q1 | $20.4M | Sell |
94,261
-6,410
| -6% | -$1.3M | 0.03% | 351 |
|
|
2021
Q4 | $19.5M | Sell |
100,671
-18,694
| -16% | -$3.38M | 0.03% | 373 |
|
|
2021
Q3 | $20.2M | Buy |
+119,365
| New | +$21.1M | 0.03% | 343 |
|
|
2021
Q2 | – | Sell |
-94,208
| Closed | -$15.9M | – | 1259 |
|
|
2021
Q1 | $14.9M | Buy |
94,208
+7,495
| +9% | +$1.13M | 0.02% | 359 |
|
|
2020
Q4 | $13.2M | Buy |
86,713
+11,207
| +15% | +$1.66M | 0.03% | 306 |
|
|
2020
Q3 | $10.8M | Buy |
75,506
+8,989
| +14% | +$1.27M | 0.03% | 291 |
|
|
2020
Q2 | $8.62M | Sell |
66,517
-70,471
| -51% | -$9.47M | 0.02% | 321 |
|
|
2020
Q1 | $18.2M | Buy |
136,988
+57,608
| +73% | +$8.5M | 0.06% | 224 |
|
|
2019
Q4 | $11.7M | Buy |
79,380
+3,660
| +5% | +$543K | 0.03% | 300 |
|
|
2019
Q3 | $11.7M | Buy |
75,720
+60,866
| +410% | +$9.19M | 0.03% | 305 |
|
|
2019
Q2 | $1.99M | Sell |
14,854
-19,649
| -57% | -$2.5M | 0.01% | 633 |
|
|
2019
Q1 | $3.96M | Sell |
34,503
-12,664
| -27% | -$1.38M | 0.01% | 602 |
|
|
2018
Q4 | $5.05M | Buy |
47,167
+13,050
| +38% | +$1.39M | 0.01% | 494 |
|
|
2018
Q3 | $3.48M | Sell |
34,117
-58,893
| -63% | -$5.82M | 0.01% | 547 |
|
|
2018
Q2 | $8.66M | Buy |
93,010
+65,204
| +234% | +$6.08M | 0.02% | 356 |
|
|
2018
Q1 | $2.75M | Sell |
27,806
-13,597
| -33% | -$1.4M | 0.01% | 519 |
|
|
2017
Q4 | $4.7M | Buy |
+41,403
| New | +$4.56M | 0.01% | 439 |
|
|
2017
Q2 | – | Sell |
-2,429
| Closed | -$265K | – | 643 |
|
|
2017
Q1 | $265K | Buy |
+2,429
| New | +$260K | ﹤0.01% | 576 |
|
|
2016
Q4 | – | Sell |
-63,138
| Closed | -$6.04M | – | 683 |
|
|
2016
Q3 | $6.04M | Sell |
63,138
-142,264
| -69% | -$15.1M | 0.04% | 238 |
|
|
2016
Q2 | $23.3M | Sell |
205,402
-76,986
| -27% | -$7.21M | 0.13% | 176 |
|
|
2016
Q1 | $26M | Buy |
282,388
+4,633
| +2% | +$413K | 0.24% | 112 |
|
|
2015
Q4 | $24.8M | Buy |
277,755
+7,874
| +3% | +$706K | 0.15% | 146 |
|
|
2015
Q3 | $24.8M | Buy |
269,881
+5,971
| +2% | +$544K | 0.15% | 142 |
|
|
2015
Q2 | $23.4M | Buy |
+263,910
| New | +$24.9M | 0.13% | 170 |
|
|
2015
Q1 | – | Sell |
-2,022
| Closed | -$210K | – | 786 |
|
|
2014
Q4 | $210K | Buy |
+2,022
| New | +$197K | ﹤0.01% | 726 |
|
Other funds holding HSY
VCM
VPM
Mackenzie Financial's HSY Position: Q1 2026 in Review
Mackenzie Financial increased its Hershey (HSY) stake by 44% in Q1 2026, buying an estimated $7.23M and bringing the position to 112,099 shares worth $23.3M. The position accounts for 0.03% of the portfolio, ranked #384.
Mackenzie Financial first reported a position in HSY in Q4 2014 and has held it in 41 quarters since. The position peaked at $33.4M in Q2 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- Mackenzie Financial held 112,099 shares of Hershey worth $23.3M as of Q1 2026.
- Mackenzie Financial bought 34,292 Hershey shares in Q1 2026, an estimated $7.23M.
- Hershey made up 0.03% of Mackenzie Financial's portfolio in Q1 2026, its #384 holding.
- Mackenzie Financial first reported a position in Hershey in Q4 2014 and has held it in 41 quarters since.
- Mackenzie Financial's Hershey position peaked at $33.4M in Q2 2023.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.