Mission Wealth Management’s Hershey HSY Stock Holding History

Mission Wealth Management’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	$569K	Sell	2,737 -491	-15%	-$104K	0.01%	458
2025 Q4	$588K	Sell	3,228 -816	-20%	-$149K	0.01%	455
2025 Q3	$757K	Buy	4,044 +22	+0.5%	+$4K	0.02%	392
2025 Q2	$667K	Buy	4,022 +19	+0.5%	+$3.13K	0.01%	411
2025 Q1	$685K	Sell	4,003 -357	-8%	-$58.4K	0.02%	385
2024 Q4	$738K	Buy	+4,360	New	+$782K	0.02%	345
2021 Q3	–	Sell	-1,180	Closed	-$205K	–	516
2021 Q2	$205K	Buy	+1,180	New	+$199K	0.01%	466

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mission Wealth Management's HSY Position: Q1 2026 in Review

Mission Wealth Management reduced its Hershey (HSY) stake by 15% in Q1 2026, selling an estimated $104K and leaving 2,737 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #458.

Mission Wealth Management first reported a position in HSY in Q2 2021 and has held it in 7 quarters since. The position peaked at $757K in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Mission Wealth Management held 2,737 shares of Hershey worth $569K as of Q1 2026.
Mission Wealth Management sold 491 Hershey shares in Q1 2026, an estimated $104K.
Hershey made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #458 holding.
Mission Wealth Management first reported a position in Hershey in Q2 2021 and has held it in 7 quarters since.
Mission Wealth Management's Hershey position peaked at $757K in Q3 2025.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.