MWPCG
HSY icon

Measured Wealth Private Client Group’s Hershey HSY Stock Holding History

Measured Wealth Private Client Group’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 		$39.1K Hold
188
– – 0.01% 331
2025
Q4 		$34.2K Hold
188
– – 0.01% 363
2025
Q3 		$35.2K Buy
+188
New +$34.2K 0.01% 349
2018
Q4 		– Sell
-1,008
Closed -$102K – 372
2018
Q3 		$102K Buy
+1,008
New +$99.6K 0.06% 232

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

Measured Wealth Private Client Group's HSY Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Hershey (HSY) position steady in Q1 2026 at 188 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #331.

Measured Wealth Private Client Group first reported a position in HSY in Q3 2018 and has held it in 4 quarters since. The position peaked at $102K in Q3 2018. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Measured Wealth Private Client Group held 188 shares of Hershey worth $39.1K as of Q1 2026.
  • Measured Wealth Private Client Group left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #331 holding.
  • Measured Wealth Private Client Group first reported a position in Hershey in Q3 2018 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Hershey position peaked at $102K in Q3 2018.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.