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Montag & Associates’s Hershey HSY Stock Holding History

Montag & Associates’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 		$265K Hold
1,275
– – 0.01% 382
2025
Q4 		$232K Hold
1,275
– – 0.01% 389
2025
Q3 		$238K Hold
1,275
– – 0.01% 375
2025
Q2 		$212K Hold
1,275
– – 0.01% 392
2025
Q1 		$218K Sell
1,275
-200
-14% -$32.7K 0.01% 406
2024
Q4 		$250K Hold
1,475
– – 0.01% 398
2024
Q3 		$283K Hold
1,475
– – 0.01% 384
2024
Q2 		$271K Hold
1,475
– – 0.01% 373
2024
Q1 		$287K Hold
1,475
– – 0.01% 372
2023
Q4 		$275K Sell
1,475
-129
-8% -$24.4K 0.02% 367
2023
Q3 		$321K Buy
1,604
+49
+3% +$11K 0.02% 332
2023
Q2 		$388K Hold
1,555
– – 0.02% 320
2023
Q1 		$396K Sell
1,555
-62
-4% -$14.6K 0.03% 308
2022
Q4 		$374K Hold
1,617
– – 0.03% 300
2022
Q3 		$356K Buy
1,617
+117
+8% +$26.2K 0.02% 301
2022
Q2 		$323K Sell
1,500
-100
-6% -$21.8K 0.02% 310
2022
Q1 		$347K Hold
1,600
– – 0.02% 326
2021
Q4 		$310K Hold
1,600
– – 0.02% 344
2021
Q3 		$271K Sell
1,600
-25
-2% -$4.42K 0.01% 351
2021
Q2 		$283K Sell
1,625
-50
-3% -$8.42K 0.02% 349
2021
Q1 		$265K Buy
1,675
+100
+6% +$15.1K 0.01% 350
2020
Q4 		$240K Sell
1,575
-500
-24% -$74K 0.01% 339
2020
Q3 		$297K Sell
2,075
-400
-16% -$56.7K 0.02% 265
2020
Q2 		$321K Hold
2,475
– – 0.03% 254
2020
Q1 		$328K Sell
2,475
-740
-23% -$109K 0.03% 241
2019
Q4 		$473K Sell
3,215
-101
-3% -$15K 0.04% 232
2019
Q3 		$514K Sell
3,316
-6
-0.2% -$906 0.04% 219
2019
Q2 		$445K Sell
3,322
-19
-0.6% -$2.41K 0.04% 229
2019
Q1 		$384K Sell
3,341
-1,420
-30% -$155K 0.04% 241
2018
Q4 		$510K Sell
4,761
-1,535
-24% -$163K 0.05% 201
2018
Q3 		$642K Buy
+6,296
New +$622K 0.06% 217

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

Montag & Associates's HSY Position: Q1 2026 in Review

Montag & Associates held its Hershey (HSY) position steady in Q1 2026 at 1,275 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #382.

Montag & Associates first reported a position in HSY in Q3 2018 and has held it in 31 quarters since. The position peaked at $642K in Q3 2018. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Montag & Associates held 1,275 shares of Hershey worth $265K as of Q1 2026.
  • Montag & Associates left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #382 holding.
  • Montag & Associates first reported a position in Hershey in Q3 2018 and has held it in 31 quarters since.
  • Montag & Associates's Hershey position peaked at $642K in Q3 2018.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.