Mackenzie Financial
HSY icon

Mackenzie Financial’s Hershey HSY Stock Holding History

Mackenzie Financial’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
2021
Q3 		– Sell
-110,836
Closed -$19.3M – 1457
2021
Q2 		$19.3M Buy
+110,836
New +$18.7M 0.03% 344

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

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.