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Medallion Wealth Advisors’s Hershey HSY Stock Holding History

Medallion Wealth 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 		$416K Hold
2,000
– – 0.14% 148
2025
Q4 		$364K Hold
2,000
– – 0.12% 159
2025
Q3 		$374K Sell
2,000
-8
-0.4% -$1.45K 0.13% 156
2025
Q2 		$353K Buy
2,008
+2,000
+25,000% +$330K 0.14% 150
2025
Q1 		$1.37K Buy
8
+3
+60% +$491 ﹤0.01% 958
2024
Q4 		$853 Buy
+5
New +$897 ﹤0.01% 943

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

Medallion Wealth Advisors's HSY Position: Q1 2026 in Review

Medallion Wealth Advisors held its Hershey (HSY) position steady in Q1 2026 at 2,000 shares worth $416K. The position accounts for 0.14% of the portfolio, ranked #148.

Medallion Wealth Advisors first reported a position in HSY in Q4 2024 and has held it in 6 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Medallion Wealth Advisors held 2,000 shares of Hershey worth $416K as of Q1 2026.
  • Medallion Wealth Advisors left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.14% of Medallion Wealth Advisors's portfolio in Q1 2026, its #148 holding.
  • Medallion Wealth Advisors first reported a position in Hershey in Q4 2024 and has held it in 6 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.