MT
HSY icon

Midwest Trust’s Hershey HSY Stock Holding History

Midwest Trust’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 		$1.4M Buy
6,726
+400
+6% +$84.4K 0.02% 322
2025
Q4 		$1.15M Sell
6,326
-117
-2% -$21.4K 0.01% 326
2025
Q3 		$1.21M Buy
6,443
+37
+0.6% +$6.72K 0.02% 324
2025
Q2 		$1.06M Buy
+6,406
New +$1.06M 0.01% 335

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

Midwest Trust's HSY Position: Q1 2026 in Review

Midwest Trust increased its Hershey (HSY) stake by 6.3% in Q1 2026, buying an estimated $84.4K and bringing the position to 6,726 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #322.

Midwest Trust first reported a position in HSY in Q2 2025 and has held it in 4 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Midwest Trust held 6,726 shares of Hershey worth $1.4M as of Q1 2026.
  • Midwest Trust bought 400 Hershey shares in Q1 2026, an estimated $84.4K.
  • Hershey made up 0.02% of Midwest Trust's portfolio in Q1 2026, its #322 holding.
  • Midwest Trust first reported a position in Hershey in Q2 2025 and has held it in 4 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.