Modern Wealth Management’s Hershey HSY Stock Holding History

Modern 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	$667K	Sell	3,287 -275	-8%	-$58K	0.01%	514
2025 Q4	$648K	Buy	3,562 +205	+6%	+$37.5K	0.01%	486
2025 Q3	$628K	Buy	3,357 +1,440	+75%	+$262K	0.01%	463
2025 Q2	$318K	Buy	1,917 +308	+19%	+$50.8K	0.01%	594
2025 Q1	$275K	Buy	+1,609	New	+$263K	0.01%	559

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

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

Modern Wealth Management reduced its Hershey (HSY) stake by 7.7% in Q1 2026, selling an estimated $58K and leaving 3,287 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #514.

Modern Wealth Management first reported a position in HSY in Q1 2025 and has held it in 5 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Modern Wealth Management held 3,287 shares of Hershey worth $667K as of Q1 2026.
Modern Wealth Management sold 275 Hershey shares in Q1 2026, an estimated $58K.
Hershey made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #514 holding.
Modern Wealth Management first reported a position in Hershey in Q1 2025 and has held it in 5 quarters since.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.