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Mount Yale Investment Advisors’s Hershey HSY Stock Holding History

Mount Yale 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 		$519K Buy
2,494
+551
+28% +$116K 0.01% 709
2025
Q4 		$354K Buy
+1,943
New +$355K 0.02% 545
2025
Q3 		– Sell
-215
Closed -$35.7K – 1083
2025
Q2 		$35.7K Buy
+215
New +$35.4K ﹤0.01% 907
2025
Q1 		– Sell
-5,920
Closed -$1M – 558
2024
Q4 		$1M Sell
5,920
-8,327
-58% -$1.49M 0.08% 198
2024
Q3 		$2.73M Sell
14,247
-326
-2% -$63.4K 0.26% 86
2024
Q2 		$2.68M Sell
14,573
-401
-3% -$77.6K 0.21% 97
2024
Q1 		$2.91M Buy
14,974
+13,567
+964% +$2.62M 0.22% 98
2023
Q4 		$262K Sell
1,407
-618
-31% -$117K 0.02% 445
2023
Q3 		$405K Sell
2,025
-60
-3% -$13.4K 0.04% 338
2023
Q2 		$521K Sell
2,085
-223
-10% -$58.5K 0.06% 299
2023
Q1 		$587K Sell
2,308
-83
-3% -$19.5K 0.07% 273
2022
Q4 		$554K Buy
2,391
+48
+2% +$11.1K 0.06% 266
2022
Q3 		$517K Sell
2,343
-328
-12% -$73.5K 0.07% 266
2022
Q2 		$575K Buy
+2,671
New +$582K 0.07% 263
2019
Q3 		– Sell
-1,408
Closed -$215K – 315
2019
Q2 		$215K Buy
+1,408
New +$179K 0.04% 286
2018
Q4 		– Sell
-200
Closed -$22K – 513
2018
Q3 		$22K Hold
200
– – ﹤0.01% 759
2018
Q2 		$19K Hold
200
– – ﹤0.01% 805
2018
Q1 		$20K Buy
+200
New +$20.7K ﹤0.01% 767

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

Mount Yale Investment Advisors's HSY Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Hershey (HSY) stake by 28% in Q1 2026, buying an estimated $116K and bringing the position to 2,494 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #709.

Mount Yale Investment Advisors first reported a position in HSY in Q1 2018 and has held it in 18 quarters since. The position peaked at $2.91M in Q1 2024. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Mount Yale Investment Advisors held 2,494 shares of Hershey worth $519K as of Q1 2026.
  • Mount Yale Investment Advisors bought 551 Hershey shares in Q1 2026, an estimated $116K.
  • Hershey made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #709 holding.
  • Mount Yale Investment Advisors first reported a position in Hershey in Q1 2018 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Hershey position peaked at $2.91M in Q1 2024.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.