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Moneta Group Investment Advisors’s Hershey HSY Stock Holding History

Moneta Group Investment 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 		$271K Sell
1,305
-322
-20% -$67.9K ﹤0.01% 660
2025
Q4 		$296K Buy
1,627
+27
+2% +$4.94K ﹤0.01% 639
2025
Q3 		$299K Sell
1,600
-7
-0.4% -$1.27K ﹤0.01% 623
2025
Q2 		$267K Buy
1,607
+366
+29% +$60.3K ﹤0.01% 593
2025
Q1 		$212K Buy
+1,241
New +$203K ﹤0.01% 617
2024
Q4 		– Sell
-1,172
Closed -$225K – 682
2024
Q3 		$225K Buy
+1,172
New +$228K ﹤0.01% 595
2024
Q2 		– Sell
-1,178
Closed -$229K – 616
2024
Q1 		$229K Buy
1,178
+10
+0.9% +$1.93K ﹤0.01% 547
2023
Q4 		$218K Buy
1,168
+14
+1% +$2.65K ﹤0.01% 516
2023
Q3 		$231K Sell
1,154
-42
-4% -$9.4K 0.01% 458
2023
Q2 		$299K Buy
+1,196
New +$314K 0.01% 428
2022
Q3 		– Sell
-1,840
Closed -$396K – 447
2022
Q2 		$396K Buy
+1,840
New +$401K 0.01% 336
2018
Q2 		– Sell
-250
Closed -$25K – 497
2018
Q1 		$25K Hold
250
– – ﹤0.01% 373
2017
Q4 		$28K Buy
+250
New +$27.5K ﹤0.01% 301
2017
Q3 		– Sell
-4,000
Closed -$429K – 204
2017
Q2 		$429K Hold
4,000
– – 0.07% 137
2017
Q1 		$437K Sell
4,000
-250
-6% -$26.8K 0.09% 95
2016
Q4 		$440K Buy
+4,250
New +$420K 0.09% 100
2015
Q4 		– Sell
-215
Closed -$20K – 264
2015
Q3 		$20K Buy
+215
New +$19.6K 0.01% 327

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

Moneta Group Investment Advisors's HSY Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Hershey (HSY) stake by 20% in Q1 2026, selling an estimated $67.9K and leaving 1,305 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Moneta Group Investment Advisors first reported a position in HSY in Q3 2015 and has held it in 17 quarters since. The position peaked at $440K in Q4 2016. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Moneta Group Investment Advisors held 1,305 shares of Hershey worth $271K as of Q1 2026.
  • Moneta Group Investment Advisors sold 322 Hershey shares in Q1 2026, an estimated $67.9K.
  • Hershey made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #660 holding.
  • Moneta Group Investment Advisors first reported a position in Hershey in Q3 2015 and has held it in 17 quarters since.
  • Moneta Group Investment Advisors's Hershey position peaked at $440K in Q4 2016.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.