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Mowery & Schoenfeld Wealth Management’s Hershey HSY Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-7
Closed -$1.27K – 417
2025
Q4 		$1.27K Buy
+7
New +$1.28K ﹤0.01% 436
2025
Q1 		– Sell
-24
Closed -$4.07K – 508
2024
Q4 		$4.07K Buy
+24
New +$4.3K 0.01% 326

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

Mowery & Schoenfeld Wealth Management's HSY Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Hershey (HSY) in Q1 2026, closing a stake of 7 shares — an estimated $1.27K sold.

Mowery & Schoenfeld Wealth Management first reported a position in HSY in Q4 2024 and held it in 2 quarters. The position peaked at $4.07K in Q4 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 7 Hershey shares in Q1 2026, an estimated $1.27K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Hershey in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Hershey position peaked at $4.07K in Q4 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.