MOTCO’s Hershey HSY Stock Holding History

MOTCO’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	$327K	Hold	1,573	–	–	0.03%	167
2025 Q4	$286K	Hold	1,573	–	–	0.03%	180
2025 Q3	$294K	Hold	1,573	–	–	0.03%	177
2025 Q2	$293K	Buy	1,573 +909	+137%	+$150K	0.03%	169
2025 Q1	$114K	Sell	664 -39,004	-98%	-$6.39M	0.01%	228
2024 Q4	$6.72M	Sell	39,668 -1,406	-3%	-$252K	0.69%	58
2024 Q3	$7.88M	Sell	41,074 -1,505	-4%	-$293K	0.79%	52
2024 Q2	$7.83M	Buy	42,579 +2,443	+6%	+$473K	0.46%	72
2024 Q1	$7.81M	Buy	40,136 +4,334	+12%	+$836K	0.47%	71
2023 Q4	$6.67M	Buy	35,802 +1,548	+5%	+$293K	0.43%	73
2023 Q3	$6.85M	Buy	34,254 +33,922	+10,217%	+$7.59M	0.47%	72
2023 Q2	$82.9K	Buy	332 +27	+9%	+$7.08K	0.01%	301
2023 Q1	$77.6K	Hold	305	–	–	0.01%	292
2022 Q4	$70.6K	Hold	305	–	–	0.01%	307
2022 Q3	$67K	Hold	305	–	–	0.01%	325
2022 Q2	$66K	Hold	305	–	–	0.01%	320
2022 Q1	$66K	Hold	305	–	–	﹤0.01%	330
2021 Q4	$59K	Buy	305 +15	+5%	+$2.72K	﹤0.01%	338
2021 Q3	$49K	Hold	290	–	–	﹤0.01%	355
2021 Q2	$51K	Hold	290	–	–	﹤0.01%	362
2021 Q1	$46K	Sell	290 -1	-0.3%	-$151	﹤0.01%	351
2020 Q4	$44K	Hold	291	–	–	﹤0.01%	369
2020 Q3	$42K	Hold	291	–	–	﹤0.01%	352
2020 Q2	$38K	Buy	291 +218	+299%	+$29.3K	﹤0.01%	340
2020 Q1	$10K	Buy	73 +1	+1%	+$148	﹤0.01%	443
2019 Q4	$11K	Hold	72	–	–	﹤0.01%	431
2019 Q3	$11K	Sell	72 -85	-54%	-$12.8K	﹤0.01%	420
2019 Q2	$21K	Buy	157 +85	+118%	+$10.8K	﹤0.01%	481
2019 Q1	$8K	Hold	72	–	–	﹤0.01%	454
2018 Q4	$8K	Hold	72	–	–	﹤0.01%	467
2018 Q3	$7K	Hold	72	–	–	﹤0.01%	507
2018 Q2	$7K	Hold	72	–	–	﹤0.01%	463
2018 Q1	$7K	Hold	72	–	–	﹤0.01%	484
2017 Q4	$8K	Hold	72	–	–	﹤0.01%	484
2017 Q3	$8K	Hold	72	–	–	﹤0.01%	488
2017 Q2	$8K	Hold	72	–	–	﹤0.01%	502
2017 Q1	$8K	Hold	72	–	–	﹤0.01%	510
2016 Q4	$7K	Hold	72	–	–	﹤0.01%	526
2016 Q3	$7K	Hold	72	–	–	﹤0.01%	504
2016 Q2	$8K	Hold	72	–	–	﹤0.01%	433
2016 Q1	$7K	Hold	72	–	–	﹤0.01%	437
2015 Q4	$6K	Hold	72	–	–	﹤0.01%	434
2015 Q3	$7K	Hold	72	–	–	﹤0.01%	484
2015 Q2	$6K	Hold	72	–	–	﹤0.01%	490
2015 Q1	$7K	Hold	72	–	–	﹤0.01%	472
2014 Q4	$7K	Hold	72	–	–	﹤0.01%	508
2014 Q3	$7K	Hold	72	–	–	﹤0.01%	515
2014 Q2	$7K	Hold	72	–	–	﹤0.01%	500
2014 Q1	$8K	Hold	72	–	–	﹤0.01%	468
2013 Q4	$7K	Hold	72	–	–	﹤0.01%	504
2013 Q3	$7K	Hold	72	–	–	﹤0.01%	489
2013 Q2	$6K	Buy	+72	New	+$6.36K	﹤0.01%	523

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

MOTCO's HSY Position: Q1 2026 in Review

MOTCO held its Hershey (HSY) position steady in Q1 2026 at 1,573 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #167.

MOTCO first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.88M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

MOTCO held 1,573 shares of Hershey worth $327K as of Q1 2026.
MOTCO left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.03% of MOTCO's portfolio in Q1 2026, its #167 holding.
MOTCO first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
MOTCO's Hershey position peaked at $7.88M in Q3 2024.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.